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 WilmotOct 2, 20210 minPast PublicationsThe Shortage EconomyGlobal COVID cases peaked 5 weeks ago and have come down hard. China has now vaccinated...
Jonathan WilmotAug 25, 20210 minPast PublicationsFlash In The PanDelta took a small bite out of global growth in July and is taking a larger bite out of August...