Jonathan Wilmot
Inflation Panic
Investors are coming to the conclusion that, with inflation running so hot, it’s almost inevitable that the Fed will over-tighten...
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Jonathan Wilmot
- Apr 25, 2022
- 0 min
Not So Fast
At the start of this year, we expected global growth ex-China to re-accelerate...Now, the prospect is for global production to fall outright
Jonathan Wilmot
- Apr 11, 2022
- 0 min
Wars and Inflation
Stagflation is the meme of the year in financial markets. Arithmetically, it is where the world is heading right now, but conceptually it’s
Jonathan Wilmot
- Jan 26, 2022
- 0 min
A Pivotal Day
Fear and loathing has spread like wildfire in risk asset markets since the Fed "surprised" investors by looking beyond the end of QE...
Jonathan Wilmot
- Dec 7, 2021
- 0 min
Dreams, Memes and Nightmares
Even before Omicron surfaced there had been a deep and wide correction to most of the meme stocks, as well as the “transformation” stocks..
Jonathan Wilmot
- Nov 3, 2021
- 0 min
On The Bounce
September was a rough month for the global economy: we estimate that Global Industrial Production fell 0.7% on the month...
Jonathan Wilmot
- Oct 1, 2021
- 0 min
The Shortage Economy
Global COVID cases peaked 5 weeks ago and have come down hard. China has now vaccinated...
Jonathan Wilmot
- Aug 24, 2021
- 0 min
Flash In The Pan
Delta took a small bite out of global growth in July and is taking a larger bite out of August...
Alex Haseldine
- Jul 27, 2021
- 0 min
Divided By Delta
The Delta variant is a game changer...estimates of herd resistance across the world's largest economies and briefly discuss the implications
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