Investors would be well advised to pay close attention to how countries’ structural policies rate
Macro Series
Global Letter – Structural reform will differentiate countries
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Economic Risks
Teneo
January 5, 2021
( < 1 min read ) Please find attached the January issue of our monthly Economic Risks. Below is a top-level summary: A rampaging virus and lockdowns extend secondary dips Immunisation programmes take time to reach critical mass Bankruptcies, joblessness, poverty, and inequality
Ten developments to watch for in 2021, and beyond
Llewellyn Consulting
December 11, 2020
( 2 mins read ) LlewellynConsulting’s Ten developments to watch for in 2021, and beyond details what we judge most likely to happen; and pays particular attention to detailing what we see as the main risks and uncertainties. There is
Global Letter – Mind the gap: ambition v action
Llewellyn Consulting
December 10, 2020
( < 1 min read ) For net-zero GHG emissions pledges to be credible, change needs to happen forthwith Register for FREE or log in to read the rest of this report. Members loginUsername or E-mail* Password* Only fill in
Global Letter: A tale of toggle PIKs
Teneo
November 20, 2020
( < 1 min read ) Credit market excesses typically occur in times of low interest rates, when investor demand for higher-yielding instruments leads to the creation of asset classes with returns that, in hindsight, were out of line with the
Economic Risks
Llewellyn Consulting
November 5, 2020
( 6 mins read ) OECD: second waves and double dips The first half saw the sharpest and broadest contraction in OECD economic activity since the Great Depression. After a rapid rebound in Q3, when lockdowns were eased, recovery has
Comment – Default Options
Llewellyn Consulting
October 28, 2020
( 11 mins read ) The world’s poorer nations are confronted by sharp recessions that threaten to endure. Poverty and inequality are rising rapidly, reversing earlier global income convergence. Public finances are coming under growing duress, and debt distress is
Historically low inflation is a global phenomenon
Llewellyn Consulting
October 20, 2020
( 2 mins read ) It is not just confined to the advanced economies Inflation in emerging market and developing economies 1. Inflation fell to extraordinarily low levels in the emerging and developing (EMD) economies in the early stages of the
Global Letter – Cold realities
Llewellyn Consulting
October 16, 2020
( 4 mins read ) Press play to listen Broader ramifications of COVID are set to come into sharper relief, not least in the UK. Tough economic times coming Commentary in today’s 24/7 news world tends to be intrinsically incremental.
Postcard: Staycation in London
Teneo
October 2, 2020
( 4 mins read ) Cleaner, less noisy, less polluted, but operating well below capacity. Not being keen on self-isolating, we decided not to travel abroad this year, but rather to have a (ghastly word) ‘staycation’ in London. After all,
Aggregate demand policy in a time of COVID
Llewellyn Consulting
September 24, 2020
( 21 mins read ) Press play to listen Large increases in government expenditure generally necessitate restraint elsewhere However at present significant resources are lying idle: no such sacrifice is needed Hence increases in government exenditure currently need not be
Climate change and disease spread: from nature to humans
Llewellyn Consulting
September 2, 2020
( 5 mins read ) Rising temperatures and destruction of ecosystems are set to increase health risks Covid-19 shows how an animal-borne virus can wreak havoc on humankind. It is vital that its precise origins and transmission process become better
Post Card – Estonia: A country of many faces
Llewellyn Consulting
August 27, 2020
( 4 mins read ) Natural beauty and tech savviness make this small state a perfect remote-working destination I write this overlooking a quiet bay on the Western coast of Estonia. Nearest civilization is about half an hour’s drive away.