-
Commodities 2025 rally
Commodities continue this year’s rally. The past week’s performance added even more to already outstanding performance…
-
US Net Immigration
US net immigration is set to collapse, which reduces labor force growth, consumption, and potential GDP.…
-
Emergening Markets Performance in 2025
Emerging markets and other non-US assets outperformed S&P 500 this year. The trend is likely to…
-
Nominal GDP and Urban Employment in China
While China’s nominal GDP continued to grow rapidly, urban employment levels largely flattened after around 2017. Possible…
-
Commodities significantly outperformed US equities
In 2025, commodities significantly outperformed US equities. Markets signal macroeconomic uncertainty and diversification into hard assets.…
-
Electricity Access and European Firms
“Almost all Group of 20 countries are seeing a rise in grid stress, ranging from supply…
-
China’s Trade Surplus and Germany’s Industrial Decline
This trend will continue to suppress economic growth and domestic production in EU. Germany’s industrial job…
-
M&A Boom 2025
This is year is a boom for M&A deals globally. We’ve seen ongoing battle for WBD…
-
Spain vs. Germany: Fiscal Position
Spain is now in a better fiscal trajectory than Germany is. That would be surprising to…
-
Euro-denominated bonds and acquisition funding
Euro-denominated bonds are now accounting for a larger share of acquisition funding than at historic levels.…
Independent research and commentary for informational purposes only. Not investment advice.
New World Invesment Research 