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 WilmotAug 23, 20222 minStrategy & Economics PostsCar CrashDiffusion indices like the PMI data can be tricky. And have been particularly so since COVID, because activity trends have been so...
Jonathan WilmotNov 3, 20210 minPast PublicationsOn The BounceSeptember was a rough month for the global economy: we estimate that Global Industrial Production fell 0.7% on the month...
Alex HaseldineJul 28, 20210 minPast PublicationsDivided By DeltaThe Delta variant is a game changer...estimates of herd resistance across the world's largest economies and briefly discuss the implications