Alex Haseldine3 days ago2 minInconvenient Headlines The headline from yesterday’s GDP data was that growth slowed and inflation accelerated in Q1:24. The inflation part was confirmed by...
Jonathan WilmotApr 181 minStrategy & Economics PostsEZ Production Stabilising as Energy Squeeze Abates In level terms euro zone production peaked roughly 6 month after Russia invaded Ukraine and then fell around 7% through October 2023...
Jonathan WilmotApr 112 minStrategy & Economics PostsA Window Open in July?US data on growth and inflation is not following the rate cut script...
Jonathan WilmotApr 91 minStrategy & Economics PostsEurope:Trying to Do BetterIndustrial production in Europe has been one of the weakest parts of the world economy over the past 12 to 15 months...