Jonathan WilmotMar 222 minStrategy & Economics PostsWhat is the Fed Saying? After Wednesday's FOMC meeting, the Fed signaled that they expect to make 3 rate cuts by the end of this year, and another 3 next year....
Alex HaseldineJan 261 minStrategy & Economics PostsWhy are we waiting?For most intents and purposes inflation is now running close to 2% per annum, or even slightly below...
Alex HaseldineDec 15, 20231 minStrategy & Economics PostsHolding SteadyThe flash Purchasing Managers' Index (PMI) data for December indicates that output price pressures have stabilised within the 'normal'...
Alex HaseldineDec 6, 20231 minStrategy & Economics PostsFire and IceOver the past year global industrial production has been remarkably flat: no boom, no bust. Looking just at China and the US, the facts...