Jonathan WilmotApr 91 minStrategy & Economics PostsEurope:Trying to Do BetterIndustrial production in Europe has been one of the weakest parts of the world economy over the past 12 to 15 months...
Alex HaseldineMar 132 minStrategy & Economics PostsEuro Zone Production: Still Sliding Despite the bounce in manufacturing PMI new orders over recent months European industry had a grim start to 2024. January euro area...
Jonathan WilmotMar 73 minStrategy & Economics PostsEuropean Goods Demand: Missing in Action Euro area goods demand should be resurgent...after a prolonged period of weakness, euro area retail sales should be recovering...they aren't
Alex HaseldineDec 15, 20231 minStrategy & Economics PostsHolding SteadyThe flash Purchasing Managers' Index (PMI) data for December indicates that output price pressures have stabilised within the 'normal'...
Jonathan WilmotSep 29, 20223 minStrategy & Economics PostsWar or Peace IRussia is about to formally annex the parts of Ukraine that it has occupied, making (in Putin’s narrative) an attack on its forces there an