Recession
Global Markets Erase $12 Trillion in Historic March Rout
Unprecedented oil shock, collapsing AI valuations, and extreme leverage converge to trigger the largest single-month drawdown on record.
Goldman Raises US Recession Odds to 30% as Oil Shocks Replace Fed Rates as Master Variable
Energy supply constraints—not monetary policy—now drive both growth and inflation outcomes, trapping the Fed in a stagflationary policy bind.
Job Openings Rise to 6.9 Million as Hiring Flatlines, Exposing Labour Market Disconnect Ahead of Fed Pivot
January JOLTS data reveals employer caution despite surface demand—rising vacancies paired with stagnant hiring signal recession risks as oil shock and stagflation fears mount.
Markets Follow Predictable Patterns Through Recessions, Historical Data Shows
BCA Research analysis demonstrates that US recessions average 10 months, bear markets decline 32%, and recoveries deliver 40% returns within 12 months of market lows.