Turning Slowly
Following yesterday’s US CPI release we update some of our favourite charts on inflations and inflation expectations
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Jonathan Wilmot
- Nov 21, 2022
- 3 min
Unsettled
The Fed doesn’t care that much that inflation has probably peaked; the important question is "where will it settle”?
Jonathan Wilmot
- Sep 13, 2022
- 1 min
Dangerous Territory
Today’s US CPI report delivered another shock to markets by giving investors even more reason to fear a Fed policy mistake.
Jonathan Wilmot
- Aug 23, 2022
- 2 min
Car Crash
Diffusion indices like the PMI data can be tricky. And have been particularly so since COVID, because activity trends have been so...
Alex Haseldine
- Aug 23, 2022
- 1 min
Backlogs Down, Inflation Cooling
Today's Flash PMIs confirmed that order backlogs peaked in summer 2021 and have plummeted over the last 8 months. Output prices were...
Jonathan Wilmot
- Dec 7, 2021
- 0 min
Dreams, Memes and Nightmares
Even before Omicron surfaced there had been a deep and wide correction to most of the meme stocks, as well as the “transformation” stocks..
Jonathan Wilmot
- Aug 25, 2021
- 0 min
Flash In The Pan
Delta took a small bite out of global growth in July and is taking a larger bite out of August...
Alex Haseldine
- Jul 28, 2021
- 0 min
Divided By Delta
The Delta variant is a game changer...estimates of herd resistance across the world's largest economies and briefly discuss the implications
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