Chart of the month Household balance sheets will deteriorate as joblessness rises Russell Jones Llewellyn Consulting August 26, 2020
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
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
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 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
report 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
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
