Jonathan WilmotApr 181 minStrategy & Economics PostsEZ Production Stabilising as Energy Squeeze Abates In level terms euro zone production peaked roughly 6 month after Russia invaded Ukraine and then fell around 7% through October 2023...
Jonathan WilmotJan 31, 20230 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 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...
Alex HaseldineAug 10, 20222 minStrategy & Economics PostsTaking the Lead on InflationToday’s CPI report in the US surprised on the downside, a welcome change from the dismal run of higher than expected inflation readings...