Economics Risks

Russell Jones

Llewellyn Consulting
September 3, 2020

Viral resurgences further set back incipient recoveries
Balance sheet distress intensifies, not least in the EMs
Fiscal policy support is withdrawn too soon
Real activity takes several years to return to recent highs
Near-zero inflation becomes embedded in the euro area
A ‘no-de...

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October 29, 2021

Key Developments & Chart of the week

Dear Colleague, The attached Key Developments contains our Chart of the Week and the key data and other information from this week that, in our judgement, bear most importantly on the core elements of our World View. Macro-series-Key-Developments-Chart-of-the-week-29-Octob... Become a member to read the...

By Preston Llewellyn

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October 22, 2021

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October 13, 2021

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