Macro Series Global Letter – Structural reform will differentiate countries John Llewellyn, Silja Sepping Llewellyn Consulting January 13, 2021
report June 21, 2021 Global Letter – Whither the WTO The WTO is not top of President Biden’s agenda; but neither is trade being neglected. Macro-series-Whither-the-WTO-June-2021 ... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Jonathan Fried Llewellyn Consulting
report June 18, 2021 Key Developments & Chart of the week 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... By Preston Llewellyn Llewellyn Consulting
report June 17, 2021 Focus – Current account imbalances Current account imbalances, such as between the US and the EU, serve a purpose. But it is possible to have too much of a good thing. The longer the imbalance stays large, the greater the likelihood of a reaction.... By John Llewellyn, Philip Turner Llewellyn Consulting
report June 10, 2021 Batteries The ready scalability and high modularity energy storage capabilities of batteries makes them a prime enabling technology for decarbonising the transport sector, and the electricity networks1 which perforce will become the backbone of the low-carbon energy system. Technologies se...... By James Cameron, Preston Llewellyn Llewellyn Consulting
report June 2, 2021 Key Developments & Chart of the week A US-heavy week: US core inflation has jumped, as have consumer inflation expectations Macro series – Key Developments & Chart of the week – 28 May 2021 ... Become a member to read the rest of this article... By Preston Llewellyn Llewellyn Consulting
