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...
Jonathan WilmotSep 15, 20222 minStrategy & Economics PostsCan Europe Get Through The Winter Without Russian Gas?The EU will need to cut consumption by around 15% from 2021 levels. And even then it will be touch and go.