Jonathan WilmotMay 4, 20220 minPast PublicationsInflation PanicInvestors are coming to the conclusion that, with inflation running so hot, it’s almost inevitable that the Fed will over-tighten...
Jonathan WilmotApr 26, 20220 minPast PublicationsNot So FastAt 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 WilmotApr 11, 20220 minPast PublicationsWars and InflationStagflation is the meme of the year in financial markets. Arithmetically, it is where the world is heading right now, but conceptually it’s
Jonathan WilmotJan 26, 20220 minPast PublicationsA Pivotal DayFear and loathing has spread like wildfire in risk asset markets since the Fed "surprised" investors by looking beyond the end of QE...