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Macro series – Germany challenges the EU

John Nugée

Llewellyn Consulting
May 22, 2020

The German Constitutional Court’s latest ruling has opened a huge can of worms.Its judgement on the actions of the ECJ and ECB is potentially traumatic.There is more here than simply the conduct of unconventional monetary policy.Rather, it is a challenge to the entire legal stru...

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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' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><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' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" />

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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 outcomeThe IPCC report has some scenarios in which temperature rise is contained to below 2 0 CBut the politics of China, the US, India, and...

By John Llewellyn, Preston Llewellyn

Llewellyn Consulting

<img data-src='https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" />

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August 6, 2021

Analysis – What to infer from inflation outliers

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

By John Llewellyn, Saul Eslake

Llewellyn Consulting

<img data-src='https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img src="https://speevr.com/wp-content/uploads/2020/01/logos-large.005-e1580836886706.png" />

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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