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 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...
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.