Macro Series Comment: Asset prices overvalued? Two views and a conclusion John Llewellyn, Silja Sepping Llewellyn Consulting Feb 05, 2021 Created with Fabric.js 1.7.22
Report post Oct 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 Preston Llewellyn Llewellyn Consulting
Report post Oct 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 Preston Llewellyn Speevr Moderator
Report post Oct 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 Saul Eslake Llewellyn Consulting
Report post Oct 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 Jeremy Greenstock Llewellyn Consulting
Report post Oct 07, 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 John Llewellyn, Silja Sepping Llewellyn Consulting
