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VE Insights
Bearish undertone of global stock markets to continue for an extended period of time
The sell-off in global markets accelerated last week (ending September 23, 2022). The MSCI World Index, a global equity index, slumped by...
Sep 29, 20226 min read
Economic outlook, inflation, and stock markets
Globally, we are at the threshold of a protracted stagflationary environment, financial conditions are tightening, the U.S. stock markets...
Sep 12, 20225 min read
S&P 500 rally to fizzle out soon and the U.S. economy unlikely to face a recession
Cascading stock market declines likely to resume soon The S&P 500 ended last week 6.6% higher - registering its best weekly gain since...
May 31, 20229 min read
US Economy - Consumer Spending (Data Driven Insight)
Consumer Spending unlikely to reach 2019 levels before 2022 and may have contracted by around 4% in 2020
Jan 14, 202112 min read
US Economy - Business Investment (Data Driven Insight)
Business investment was rather weak even prior to the pandemic
Dec 28, 20209 min read
US Economy - State of the Economy, Outlook and Forecasts
Economic Recovery is flagging and risks are tilted towards the downside
Oct 6, 20204 min read
Chinese Economy - Brief Insight, Outlook and Forecasts
Global investors to remain optimistic about China, despite growing friction with the US and expectations of significantly slower growth
Sep 24, 20204 min read
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