Market Cycle (91)

Pain delayed, not averted
Markets and economics

Pain delayed, not averted

Unsustainable US fiscal support and a favourable reversal of supply shocks have led to increased...

By Tim Drayson

11 Dec 2023

3 min read

What next? Skirting risks, harvesting yields
Sonja Laud
ESG and long-term themes

What next? Skirting risks, harvesting yields

As inflation and growth dynamics vie with political risk for investor attention next year, we...
By Sonja Laud
07 Dec 2023
3 min read
The beginning of the end for the unstoppable US economy?
Willem Klijnstra
Markets and economics

The beginning of the end for the unstoppable US economy?

On the face of it, the latest round of US economic data points to continued strength. But we...
By Willem Klijnstra
07 Nov 2023
3 min read
Higher… and for how much longer?
Colin Reedie
Markets and economics

Higher… and for how much longer?

While a recession has been delayed this year, that's not to say it won't happen in 2024.
By Colin Reedie
02 Nov 2023
3 min read
How OpenAI added a splash of colour to the Beige Book
Economics

How OpenAI added a splash of colour to the Beige Book

Artificial intelligence (AI) offers wide-ranging potential for efficiency gains for economists,...

By Rameet Gulsin

25 Oct 2023

3 min read

Let's do the time warp again
Emiel van den Heiligenberg
Markets and economics

Let's do the time warp again

Despite the warning lights flashing red, the recession still hasn't arrived. But that doesn't mea...
By Emiel van den Heiligenberg
19 Oct 2023
4 min read
Podcast: Bond jitters, heightened vol, crowding out – Market Talk
LGIM
Markets and economics

Podcast: Bond jitters, heightened vol, crowding out – Market Talk

Against a background of heightened volatility and bond market jitters, in the latest episode of...
By LGIM
05 Oct 2023
1 min read
Podcast: What do ‘higher for longer’ rates mean for markets?
LGIM
Markets and economics

Podcast: What do ‘higher for longer’ rates mean for markets?

In our latest CIO call, we look at how the latest spate of central bank of decisions and commenta...
By LGIM
28 Sep 2023
1 min read