[New] The # 1 question for the Asian construction sectors is how long will the Iran conflict last, will it cause inflation to spike in the next 3 to 6 months or perhaps a global recession.
Compass International, Inc.
[New] The rebound in Mexico's industry eases recession fears, but manufacturing activity is far from a boom.
Pantheon Macroeconomics
[New] Goldman Sachs Asset Management argues recent corporate credit spread widening is more noise than signal, suggesting markets may be overpricing recession risk.
The Idea Farm
The absence of a recession, solid profit growth, Trump likely to pivot to more consumer-friendly policies ahead of the mid-terms and the Fed and RBA likely to cut rates 2027 should result in okay overall returns.
Propel Financial Advice
For more than two decades, the Chinese government has been focused on building the surveillance technology infrastructure, through public-private partnerships (stakeholder capitalism), that will ultimately enable the centralised control of all resource allocation and thus of its citizens' behaviour.
Unlimited Hangout
Broader concerns about global recession risk or demand erosion from electric vehicle adoption have added complexity to the 2026 demand picture.
Mudrex Learn
The global economy is not yet in a broad recession, but expensive capital, geopolitical energy risk, weak household demand and narrow AI leadership continue to make markets unusually fragile.
CLAREMONT
Europe and Asia face greater recession risks than the USA because of their higher exposure to energy imports, while North Americas natural gas advantage continues to support its chemical industry competitiveness relative to regions dependent on naphtha-based feedstocks.
Neil A Burns LLC
The Cuban government, under massive pressure from US imperialism, is planning the most significant concessions to capitalism in its history, threatening to end the planned economy once and for all.
Marxist Books
A conflict involving Taiwan, a major cyberwar between nation-states, disruptions to critical shipping routes, or sanctions-related financial fragmentation could generate second-order effects that are difficult to capture through traditional recession assumptions.
Forbes
Rainy day funds are thinning just as federal policy changes and diminished federal revenue sharing are driving up states' administrative costs, and as the U.S. contends with an elevated risk of recession.
Vertex, Inc.
The closure of the Strait of Hormuz has rippled through global energy markets, threatening recession-level disruptions to economies from Germany to Japan to South Korea.
KBA13 INSIGHT
Deep domestic political polarization, fears of economic recession, inflationary pressures, weak public support for another distant war, and the possibility of insufficient allied cooperation could prevent the United States from effectively defending Taiwan at a critical moment.
E-International Relations
There is a global commodity price shock with no clear resolution timeline that increases recession risk.
BTRM
