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...
Jonathan WilmotApr 51 minStrategy & Economics PostsPicking Up Steam?Another strong payrolls report for March means that employment growth picked up in Q1:2024.