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Jonathan Wilmot
Jan 26, 20243 min read
China's Green Leap Forward
China is on the cusp of its green transition...
38 views
Alex Haseldine
Jun 25, 20231 min read
Dead Cat
The incipient recovery in global manufacturing that began in Q4:2022 has effectively rolled over and died over the past few months.
19 views
Jonathan Wilmot
May 24, 20231 min read
Manufacturing Dips, Services Power On
G4 flash PMI Data for May confirm that the incipient recovery in global production has dipped...
17 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
Aug 23, 20222 min read
Car Crash
Diffusion indices like the PMI data can be tricky. And have been particularly so since COVID, because activity trends have been so...
15 views
Jonathan Wilmot
Nov 3, 20210 min read
On The Bounce
September was a rough month for the global economy: we estimate that Global Industrial Production fell 0.7% on the month...
4 views
Alex Haseldine
Jul 27, 20210 min read
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
3 views
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