Tag: Ben Laidler

The Cotton ‘Fabric of Our Lives’ Rally

Struggling commodities are finally seeing some relief, thanks to firmer global growth, a stabilizing US dollar, and supply-side weather...

The strange anatomy of global debt

DEBT: Global debt trends matter and the current levels are eye-poppingly high. However there are big differences across the...

Birkenstock on the stock market: will it repeat the success of Crocs?

The 10 largest global footwear brands saw a total increase in stock prices by 387% over the last...

Heat, drought, and hurricanes and their impact on trade

WEATHER: The world is potentially facing one of the most powerful El Niño weather events in history. The impacts...

Buckle up for poor seasonality everywhere

VIEW: ‘Sell in May and go away’ is one of the most famous adages in finance. This performance seasonality...

Tech-led recession is unlikely, it employs too few people

LAYOFF: High profile tech sector layoffs, from Amazon to Twitter, have surged to 135,000 globally at 850 companies and...

Porsche set to defy the markets, but with biggest test still to come

Luxury car maker Porsche is set to defy the global drought in stock market listings this year with a...

China’s Communist Party Congress comes at key time for the nation

The upcoming Communist Party Congress, which takes place every five years, starts on October 16. The twentieth such congress...

Brazil readies to go back to the future

ELECTION: Brazil’s presidential and congressional election campaign started last week. Leftist ex-President Lula is favorite to regain power in an...

US midterms bounce could be supercharged this year

The US midterm elections are due in four months, when US voters will go to the polls to elect...

Europe’s energy nightmare deepens

CRISIS: Europe and UK natural gas prices have surged again, confirming the region's worst energy fears. This is stoking...

‘Breakfast’ costs a bigger problem

A 55% surge in our ‘breakfast’ cost index the past year is outpacing the commodity rally and piling cost...