Macroeconomic Analysis
China’s Economic Gambit: A Sign of Desperation or a Calculated Strike?
A top hedge fund manager warns China’s aggressive moves are a sign of deep economic weakness, with huge implications for global finance and investing.
The Cold Shower Economy: Why Household Debt is a Red Flag for Investors and the Broader Market
A simple act like a cold shower is a powerful economic indicator, signaling deep consumer distress that ripples through finance, investing, and the stock market.