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China's Green Leap Forward
China is on the cusp of its green transition...
Jonathan Wilmot
Jan 26, 20243 min read
38 views

Dead Cat
The incipient recovery in global manufacturing that began in Q4:2022 has effectively rolled over and died over the past few months.
Alex Haseldine
Jun 26, 20231 min read
19 views

Manufacturing Dips, Services Power On
G4 flash PMI Data for May confirm that the incipient recovery in global production has dipped...
Jonathan Wilmot
May 24, 20231 min read
17 views

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...
Jonathan Wilmot
Jan 31, 20230 min read
9 views

Car Crash
Diffusion indices like the PMI data can be tricky. And have been particularly so since COVID, because activity trends have been so...
Jonathan Wilmot
Aug 23, 20222 min read
16 views

On The Bounce
September was a rough month for the global economy: we estimate that Global Industrial Production fell 0.7% on the month...
Jonathan Wilmot
Nov 3, 20210 min read
4 views

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
Alex Haseldine
Jul 28, 20210 min read
3 views
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