Demand

Latest news and analysis on Demand

Macro

Chart of the Week: From not enough, to too much

Backlog Backdown and Inventory Increase: This is one of the most intriguing charts on my desk at the moment, it shows our composite global PMI backlogs indicator...
Callum Thomas
Topdown Charts
Fixed Income

It's all about supply (chains) and demand (destruction)

Over the past two and a half years, global inflation markets have gone from shot to prominence for investors, as global lockdowns switched to global re-openings fueled...
James Wilson
James Wilson
Jamieson Coote Bonds
Equities

It's a three-headed Hydra: why loading your portfolio with FAANGS might no longer cut it

One is inflation, second is COVID, third is debt on both public and private balance sheets. Here we provide a few factors we've been considering at Pella Funds...
Joy Yacoub
Joy Yacoub
Pella Funds Management
Macro

Two big issues for markets

When COVID-19 (coronavirus) first made headlines, in China, then worldwide, global market reactions were complacent. It was perceived as a primarily Chinese issue,...
abrdn .
abrdn

Bellamy's Organic: When not enough is too much

Intelligent Investor
Intelligent Investor
Independent Financial Research
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