• The ASR Global house price index rose 3.2% in the year to March 2024

• Our US House Price Index is up 6.2% year-on-year

• We have introduced aggregate ASR EU and Asia Pacific House Price Indices

In Bloomberg Opinion's recent piece, John Authers discusses the difficult juncture for market valuation. Through examples of The US and world economies, he questions if share prices should go up or down.

Nick appeared on CNBC yesterday morning, alongside Stephen Sedgwick, discussing the US equities market.

In The Economist's recent News piece, Adam Wolfe highlights the rise in China’s exports, in response to Mr Xi’s desire to increase the country’s independence. He responds to the impact on European firms, and the potential consequences for the European car market.

In Bloomberg's recent News piece, John Authers discusses ASR’s latest Asset Allocators Survey and includes an ASR chart, highlighting the probability of a Global Recession in the Next 12 Months.

In The Financial Times recent News piece, Adam Wolfe discusses the manufacturing sector in China. Ethan Wu references Absolute Strategy Research, discussing the manufacture of electric vehicles, oversupply of manufactured goods and deflation.

In Bloomberg's recent News piece, Ian Harnett discusses the small companies sector. John Authers references Absolute Strategy Research, illustrating three graphs showing the performance of UK vs US Equity Markets, UK Market Cap As a % of Global Equities & UK Small Cap as a % of Total UK All Share Market Cap. 

Adam Wolfe appeared before US Congress on Friday, 1st March, 2024. He presented his testimony before the U.S.-China Economic and Security Review Commission.

In The Economist's recent News piece, Adam Wolfe discusses China's share of Asian imports to the US. China reports that its exports to America rose by $30bn between 2020 and 2023, whereas America says its Chinese imports fell by $100bn.

In Bloomberg’s recent News piece, Adam Wolfe discusses Pan’s unexpected measures including mortgage rate and RRR cuts.

Adam Wolfe will present to a hearing of the US-China Economic and Security Review Commission of the US Congress on March 1. He’ll be on a panel covering “China’s Economic Policy and its Role in Global Manufacturing.” 

In Bloomberg’s recent Opinion’s piece, John Authers discusses US inflation and the implications if the Bank of Japan were to knock over the carry-trade dominoes set up by Mrs. Watanabe.

In Bloomberg’s recent Opinion’s piece, John Authers discusses the implications a Trump 2.0 candidacy would have on the stock market.

• ASR’s Global Composite Macro NewsFlow Indicator (CNI) fell to 53.2 in January 2024, down more than 5 points in just three months.

• The CNI now stands at levels that have been critical for asset allocators.

• The CNI subcomponents also warn of potentially slower top-line growth.

• Both ASR’s European and Eurozone house price indices are broadly unchanged over the past 12 months.

• We estimate US house prices rose 6.7% in the year to December.

• Canadian, Australian, and Danish house prices have risen sharply, recording double-digit annualised rates over the past 6 months.

In The Wall Street Journal’s recent piece, Adam Wolfe discusses the impact of inflation on China’s trade surplus and global frictions.

In The Independent’s recent piece, Chris Blackhurst discusses the performance of the Alternative Investment Markets. Charles Cara of Absolute Strategy Research in London discussed the poor health of the junior AIM market.

In Bloomberg’s recent Opinion’s piece, John Authers discusses the Federal Reserves changes in the last week, particularly on rates and inflation. 

In The Economist's recent Finance and Economics piece, titled 'Is China understating its own export success?' Adam Wolfe, ASR’s Emerging Markets Economist, shares his insight on the topic.

In Bloomberg’s recent Opinion’s piece, Isabelle Lee discusses Bitcoin’s recent record breaking rally. Ian Harnett, ASR’s Co-founder and Chief Investment Strategist, shares his insight on the topic.