Business & Markets

Why Markets Are No Longer Caught Off Guard by Recessions

Recessions were once defined by surprise. Economic slowdowns often appeared suddenly, catching investors, businesses, and policymakers unprepared. Today, that dynamic has changed. Markets increasingly anticipate downturns well in advance, adjusting prices, positioning, and risk exposure long before official data confirms a slowdown. This does not mean recessions have disappeared, but it does mean they are […]

Business & Markets

Markets Are Trading Narratives Again While Fundamentals Catch Up

Markets move in cycles, not just of prices, but of attention. At certain moments, fundamentals dominate. Earnings, balance sheets, and macro data guide valuations. At other times, stories take over. Expectations, themes, and collective beliefs begin to drive price action ahead of hard evidence. Right now, markets are firmly in the second phase. Narratives are […]

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