OPINION/EDITORIAL

Nigeria in 2021: Positioning in the New Normal

March 8, 2021/Cordros Report Executive Summary The Credit crisis of 1772; the Great Depression of 1929–39; the 1973 Oil crisis; the Asian Financial crisis of 1997; the Global Financial crisis of 2007–08. None has originated from a biological factor. 2020 brought a completely different twist. The year featured unprecedented shutdowns […]

2021 Outlook Update: Shifting Perspectives

March 8, 2021/Cordros report We have changed some of our views from our 2021 Outlook report in light of the rapid vaccine rollouts globally, rising oil prices, the prospect of significantly larger federal government borrowing, and rising fixed income yields. A better-than-expected start to 2021 has seen some of our […]

Yields Rise with Higher Inflation Expectations; Equities Take a Beating

March 5, 2021/Cowry Asset Report The global economy continued to expand for the eighth consecutive month in February 2021 as output and new business orders continued to grow; notably, new export orders index rebounded to 50.2 points (from a contraction of 49.4 points) while input cost index spiked to 61.6 […]