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The FM Report

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Main Content

The new Europe

August 30, 2023 by Paul Wild

If analysts and investors have spent years overlooking Europe, we think they’d be wise to start looking it over once again.

Stocks look pricey

August 30, 2023 by Brian S. Wesbury

 Today, stocks look expensive. Moreover, when we review what would have to happen for the model’s estimate of fair value to rise to where the stock market is today, it looks even more likely that stocks will face headwinds in the year ahead.

The structural shift that wasn’t

August 30, 2023 by Sonal Desai

I have long been arguing that the Federal Reserve (Fed) will have to keep interest rates higher for longer, and markets seem to be coming around to the idea.

Leaning into real assets

August 30, 2023 by Tim Murray

Commodities, which are highly sensitive to global economic growth, have been weighed down by elevated recession risks

Still Overvalued

July 20, 2023 by Brian S. Wesbury

The US economy is still absorbing the massive money printing during COVID, but this is almost over.

Central banks step into potential policy error territory

July 20, 2023 by Arif Husain

Hawkish stances risk overtightening and causing recession

Commodities: Taking the Long View

July 20, 2023 by Hakan Kaya

Recent volatility aside, multiple forces could support the commodity asset class over the long term.

India picks up pace amid global slowdown

July 20, 2023 by Renee Chen

India is set to deliver strong economic growth while structural reforms in areas such as real estate and banking are starting to bear fruit.

Age of AI

June 30, 2023 by Grant Bowers

The “Age of AI” is fast approaching, and we believe that these changes will make AI integral to everyday life, interwoven in how we interact with computers.

Is the recession threat dead?

June 30, 2023 by Brian S. Wesbury

Lately, it’s been easy to see the optimism. As of the Friday close, the S&P 500 is up 15% so far this year (not including dividends) and up 23% (again, without dividends) versus the lowest bear-market close back in October.

Interest rate increases and defined benefit pension schemes

June 30, 2023 by Eoin Hassett

While Defined Contribution (DC) pension savers have likely seen a drop in the value of their pensions over the last 18 months, Defined Benefit (DB) pension schemes have had an altogether different experience.

Three themes structurally changing Frontier Markets

June 30, 2023 by Ramzi Sidani

As political tensions heighten and China stops being the low cost manufacturing base it once was, many global corporates are beginning to look elsewhere to relocate manufacturing.

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Recent Posts

  • The new Europe
  • Stocks look pricey
  • The structural shift that wasn’t
  • Leaning into real assets
  • Still Overvalued

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