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Alex Haseldine
Sep 6, 20241 min read
PMIs: Heading into Autumn?
The PMIs for August are in and the weighted manufacturing new orders for the G5 continued to slide. The G5 index fell to 47.2...
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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
Alex Haseldine
Mar 15, 20232 min read
Sticky But Not Stuck
Bringing down the stickier components of inflation was never going to be easy, but they have gradually drifted down from a high level.
25 views
Alex Haseldine
Mar 6, 20233 min read
At Your Service
In February, the non-manufacturing sector accelerated and job creation stayed strong. However, data suggests labour supply has improved...
19 views
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