Vescore
2019_ma_vescore_teaser
Outlook | Read | 7 min

Vescore Global Market Outlook January 2023

The markets are still unimpressed by the approaching recession. This is the case even though aggressive interest rate rises, an inverse yield curve, the global “contraction” status of the Wave, and the similarities between the current market environment and 1989 as highlighted by our risk model all clearly suggest that 2023 is likely to see economic collateral damage.

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Vescore
2019_ma_vescore_teaser
Outlook | Read | 9 min

Vescore Global Market Outlook November 2022

The bear market has not yet reached its end. Meanwhile, concerns are also rising that economic stagflation - an economic situation in which stagnant growth is accompanied by inflation - could develop. This view is shared not only by our proprietary business cycle model, whose contraction signals are strengthening, but also by the continuously rising credit spread, which has reached levels of past recessions this month.

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