Jonathan WilmotMar 73 minStrategy & Economics PostsEuropean Goods Demand: Missing in Action Euro area goods demand should be resurgent...after a prolonged period of weakness, euro area retail sales should be recovering...they aren't
Alex HaseldineDec 5, 20235 minStrategy & Economics PostsFours Reasons To Be Thankful And two to be cautious. Reasons to be cheerful... Rate Shift: over the past 4-6 weeks markets have shifted rapidly towards the idea that...
Alex HaseldineJul 29, 20221 minStrategy & Economics PostsNot Big Enough (Yet)So far the energy shock isn’t big enough to send US economy into a downward spiral.