Jonathan WilmotJan 310 minPast PublicationsHave We Got The Energy?It's only a slight simplification to say that energy prices remain the swing variable in the outlook for global growth...
Jonathan WilmotDec 19, 20222 minStrategy & Economics PostsChina Gets RealAs China exits Covid-Zero, cases will soar but severe illness probably won't.
Jonathan WilmotOct 20, 20223 minStrategy & Economics PostsPerception GapsAt the global equity market peak last year, financial assets were strongly outperforming the real economy, a state we refer to as bearish...
Jonathan WilmotAug 10, 20225 minStrategy & Economics PostsDon't Invade, Just BlockadeNancy Pelosi’s trip to Taiwan was a major strategic blunder in our view. It has strengthened nationalist sentiment within China and...