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Alex Haseldine
- Jun 26, 2023
- 1 min
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, 2023
- 1 min
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, 2023
- 0 min
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, 2022
- 2 min
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, 2021
- 0 min
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 28, 2021
- 0 min
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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