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Resilience Is Becoming the Real Corporate Divide
The global economy is not punishing every company equally. That is the real business signal on May 5. Oil remains above $100, Middle East...
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The Cheap-Money Recovery Is Slipping Away
The global economy is not facing one shock. It is facing a stack of shocks that all point in the same direction: higher costs,...
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The Margin Defense Era Has Arrived
Growth is no longer the only question companies need to answer. The harder question is whether that growth can still be profitable.
That is the...
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The Return of the Higher-for-Longer Economy
The global economy is not sending a recession signal. It is sending something more complicated: growth is still present, but the cost of operating...
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Earnings Are Strong, But Not Everywhere
The global economy is not sending one clean signal. Some companies are beating expectations, buying back shares and keeping investors confident. Others are cutting...
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The Consumer Economy Is Facing a New Pricing Test
The global economy is entering a more uncomfortable phase. The problem is not only that oil is expensive. The problem is that higher oil...
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The Market Is Not Ignoring Risk. It Is Repricing Resilience
Oil, earnings and the return of selective optimism
The most interesting thing about global markets right now is not that risk is rising. It is...
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The New Advantage in Business Is Cost Discipline
The global economy is not collapsing. That is not the problem. The problem is more complicated: activity is recovering in some places, contracting in...