Macro Series Global Letter – Structural reform will differentiate countries John Llewellyn, Silja Sepping Llewellyn Consulting January 13, 2021
report 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 Llewellyn Consulting
report October 22, 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-October-202... Become a member to read the... By Preston Llewellyn Llewellyn Consulting
report October 21, 2021 Focus – China’s continuing growth slowdown China’s era of rapid economic growth dated from 1979 until about a decade ago. Main drivers were: rapid growth in the working-age population; increased participation; employment; longer working hours; and rapid productivity growth. However, over the past decade all... By Saul Eslake Llewellyn Consulting
report October 13, 2021 Global GHG reduction – an uncoordinated muddle and mess Global Letter Dear Colleague, COP26 in November faces an impossibly wide spread of national interests to corral into a unified global programme. It has been set up for failure by the clash between ambition&nb... Become a member to... By Jeremy Greenstock Llewellyn Consulting
report October 7, 2021 Global Letter – Investment requirements for a 2C world Dear Colleague, Of the many issues that will be discussed in connection with the forthcoming COP26 meeting, one that need not be is the investment cost of switching to a green economy. The requisite resources will be available: though... By John Llewellyn, Silja Sepping Llewellyn Consulting
