Report

Macro Series – Postcard – Italy: a harbinger for Europe and perhaps beyond

Lavinia Santovetti, Llewellyn Consulting

Llewellyn Consulting
March 25, 2020

In the eye of the Covid-19 storm, early-stage signs are that the lockdown may be working.

Italy being at the forefront of the epidemic in Europe, it may prove instructive to follow developments there more closely than usual. Italy’s March 10 lockdown was early – two weeks before...

Become a member to read the rest of this article

Subscribe to receive updates from Llewellyn Consulting

Most recent by Llewellyn Consulting

<img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" />

report

September 2, 2021

Focus – The three ‘R’s: Recovery, reallocation, and resilience

Dear Colleague, Structural policies determine how readily resources move within an economy, and are an important determinant of economic performance. They are especially important when the structure of demand and supply are both changing fast, as they are now...

By John Llewellyn, Silja Sepping

Llewellyn Consulting

<img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" />

report

August 27, 2021

Key Developments & Chart of the week

Macro-series-Key-Developments-Chart-of-the-week-27-Aug-2021 ... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password...

By Preston Llewellyn

Llewellyn Consulting

<img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" />

report

August 20, 2021

Analysis – Do not draw false comfort from the IPCC report

Any serious decision-maker may hope for the best, but plans for a most realistic outcome The IPCC report has some scenarios in which temperature rise is contained to below 2 0 C But the politics of China, the US,...

By John Llewellyn, Preston Llewellyn

Llewellyn Consulting

<img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" />

report

August 6, 2021

Analysis – What to infer from inflation outliers

Price shocks, or ‘outliers,’ raise general inflation if they ‘infect’ core prices and wages This happened in the 1970s and early 1980s, on the occasions of the two big oil shocks However, it has not happened (in ‘advanced’ economies)...

By John Llewellyn, Saul Eslake

Llewellyn Consulting

<img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img data-src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/400;" /><noscript><img src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" />

report

July 30, 2021

Key Developments & Chart of the week

EU growth resumes; US growth continues but leakages into imports are strong Macro-series-Key-Developments-Chart-of-the-week-30-July-2021 ... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password...

By Preston Llewellyn

Llewellyn Consulting