Insights

Analysis and perspectives on the global economy and markets from Modern Capital

Risks, Reckoning and Resiliency

Equities have tumbled, with the Nasdaq down 13% and S&P 500 off 10%. Trade wars, inflation, and growth fears weigh on sentiment—but signs of resilience are emerging. Is a rebound ahead or more downside risk?

Market Commentary

Risks, Reckoning and Resiliency

Equities have tumbled, with the Nasdaq down 13% and S&P 500 off 10%. Trade wars, inflation, and growth fears weigh on sentiment—but signs of resilience are emerging. Is a rebound ahead or more downside risk?

Market Commentary

Risks, Reckoning and Resiliency

Equities have tumbled, with the Nasdaq down 13% and S&P 500 off 10%. Trade wars, inflation, and growth fears weigh on sentiment—but signs of resilience are emerging. Is a rebound ahead or more downside risk?

Market Commentary

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