The incipient recovery in global manufacturing that began in Q4:2022 has effectively rolled over and died over the past few months.

G4 flash PMI Data for May confirm that the incipient recovery in global production has dipped...

It's only a slight simplification to say that energy prices remain the swing variable in the outlook for global growth...

Diffusion indices like the PMI data can be tricky. And have been particularly so since COVID, because activity trends have been so...

September was a rough month for the global economy: we estimate that Global Industrial Production fell 0.7% on the month...

The Delta variant is a game changer...estimates of herd resistance across the world's largest economies and briefly discuss the implications