An Honest Look at What Our Own Forecasts Got Wrong
We audited a year of our published expectations against what actually happened. Here is what the misses had in common.
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Why the Same Sector Cycle Reads Differently in Different Countries
Currency, energy mix and export exposure change how the same global trend lands on local balance sheets.
Five Numbers That Predict a Company’s Next Two Quarters
Order backlog, deferred revenue, headcount and capital expenditure tell you more about the next reporting period than the last one did.
Insurance Brokers Warn on Renewal Pricing for Property
Renewal rates are still rising fastest for businesses in high-exposure locations, and the gap between quoted and settled premiums has widened.
Commercial Vehicle Makers Report a Softer Second Half
Order intake slowed across the segment, and two manufacturers trimmed production schedules accordingly.
Food Manufacturers Reformulate to Meet New Sugar Targets
Several producers are changing recipes ahead of a regulatory deadline, with reformulation timelines running into next year.
Freight Forwarders Report a Busy Peak Season Despite Softer Spot Rates
Volumes rose while pricing on spot lanes softened, a combination operators attribute to added capacity rather than weaker demand.
Commodity Traders Brace for a Heavy Supply Data Run
Inventory and production reports across energy and metals are due within days, and positioning reflects it.
Currency Volatility Hits a Three-Month High
Options pricing points to wider swings, driven by a cluster of policy announcements in the coming week.
Small Caps Outperform as Rate Expectations Shift
The smaller index gained more ground than the large-cap benchmark, a pattern consistent with easing financial conditions.