According to Trump’s treasury secretary, the economy isn’t just struggling in some areas — some “sectors” are actually ...

Involuntary part-time employment—the share of people who work less than 35 hours per week but want and are available to work full-time—has increased since 2023. While this contrasts with steady ...

Last week the RBA governor issued a blunt warning on the state of financial markets and as markets continue to shift from ...

Goldman Sachs sees signs the U.S. government shutdown may end by mid-November, but warns it's already weighing heavily on ...

Voices in both parties say Democrats and Republicans alike are looking for a deal that would allow them to save face while ending a shutdown that’s causing increasing pain to Americans across the ...

Some areas of the U.S. economy are already contracting, and others could soon follow if the Federal Reserve doesn’t continue easing policy, Treasury Secretary Scott Bessent said Sunday in an interview ...

The government shutdown is poised to mark a major milestone next week in the absence of a deal, as the partial closure heads towards the longest on record.

We think it is plausible that the US could experience a recession in the not-too-distant future. Check out the defensive ...

In his first X post since 2023, Michael Burry of "The Big Short" fame wrote that during some bubbles, the "only winning move ...

The Oracle of Omaha has jettisoned over 427 million shares of Bank of America since July 2024, but has built up Berkshire's position in a business with well-defined competitive edges for four ...

This macro backdrop leaves markets in an uneasy equilibrium. Growth is slowing; inflation is contained; and the Fed is easing, but not urgently. Our stance remains neutral on equities, overweight on ...