Shawn RichardsMar 20, 20221 minPick Your PoisonThe immediate impact of war in Ukraine is the increased level of uncertainty across nearly all sectors and regions. This can be evidenced by
Shawn RichardsFeb 17, 20221 minOut of the Frying Pan?The easing of relative risk over the last month is likely due to relative normalization rather than improvement in the underlying...
Shawn RichardsJan 17, 20221 min‘The Winter of Our Discontent’In many ways, COVID continues to dominate the economic outlook. This is especially true as the U.S. passes through the heart of winter....
Shawn RichardsJul 22, 20211 minWhen is a Recovery not a Recovery?From problems in China (non-performing loans & a clampdown on technology companies) to inflation, slowing employment growth, and...