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Alex Haseldine
May 151 min read
Goods News
The Goods sector has done most of the legwork in bringing down underlying inflation in the last 6 months. But with fresh tariffs...
11 views
Jonathan Wilmot
Apr 181 min read
EZ Production Stabilising as Energy Squeeze Abates
In level terms euro zone production peaked roughly 6 month after Russia invaded Ukraine and then fell around 7% through October 2023...
3 views
Jonathan Wilmot
Jan 31, 20230 min read
Have 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...
9 views
Jonathan Wilmot
Oct 20, 20223 min read
Perception Gaps
At the global equity market peak last year, financial assets were strongly outperforming the real economy, a state we refer to as bearish...
25 views
Alex Haseldine
Aug 10, 20222 min read
Taking the Lead on Inflation
Today’s CPI report in the US surprised on the downside, a welcome change from the dismal run of higher than expected inflation readings...
33 views
Alex Haseldine
Jul 29, 20221 min read
Not Big Enough (Yet)
So far the energy shock isn’t big enough to send US economy into a downward spiral.
18 views
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