demand recession

Bond yields start to go back to the future as stimulus policies unwind

25 June 2023

Central banks have spent 15 years telling us that debt and demographics “don’t matter”. They claimed they could always create demand via stimulus. But now the policy has run out of road. Homeowners who thought mortgage rates would stay low forever, will be the ones to suffer

Bond yields start to go back to the future as stimulus policies unwind Read More

Smartphone sales hit new low as world moves into its first “demand recession”

14 May 2023

Cheap used phones priced at <$200 are now the only growth area in the smartphone market. Companies who just sell hardware are now set to be Losers as their profits tumble. Companies like Apple, with a strong brand and service offering, will be long-term Winners.

Smartphone sales hit new low as world moves into its first “demand recession” Read More

Bond yields start to go back to the future as stimulus policies unwind

Smartphone sales hit new low as world moves into its first “demand recession”

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