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Jonathan Wilmot
Jun 10, 20242 min read
It Ain't Necessarily So
Last Friday's May Non-Farm Payroll report looked like a blockbuster (plus 272,000 on the month). And private payroll growth looks to be...
19 views
Jonathan Wilmot
Mar 22, 20242 min read
What 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....
15 views
Alex Haseldine
Jan 26, 20241 min read
Why are we waiting?
For most intents and purposes inflation is now running close to 2% per annum, or even slightly below...
30 views
Alex Haseldine
Dec 15, 20231 min read
Holding Steady
The flash Purchasing Managers' Index (PMI) data for December indicates that output price pressures have stabilised within the 'normal'...
14 views
Alex Haseldine
Dec 6, 20231 min read
Fire and Ice
Over the past year global industrial production has been remarkably flat: no boom, no bust. Looking just at China and the US, the facts...
16 views
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