Jonathan WilmotMar 200 minPast PublicationsNo Rush To Cut Rates?Ahead of the March FOMC meeting the much repeated mantra - from Fed officials and private sector pundits - is that easing too quickly...
Jonathan WilmotMar 180 minPast PublicationsLitmus TestsMost of the time equity markets trend higher when upward earnings revisions are rising. And most of the time upwards earnings revisions...
Jonathan WilmotFeb 150 minPast PublicationsProductivity and Other PuzzlesProductivity made a strong comeback in 2023 and the future looks bright…..
Jonathan WilmotFeb 20 minPast PublicationsBound to be BehindCentral bankers on both sides of the Atlantic have a consistent message: monetary policy is already restrictive, inflation is normalising...