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Jonathan Wilmot
- Jun 10
- 2 min
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
- 2 min
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
- 1 min
Why are we waiting?
For most intents and purposes inflation is now running close to 2% per annum, or even slightly below...
29 views
Alex Haseldine
- Dec 15, 2023
- 1 min
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, 2023
- 1 min
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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