February 22, 2021

Macro Series

World View

BY Preston Llewellyn

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( < 1 min)

The attached World View presents, in one summary page, our judgement on the likely behaviour over the coming year or so, of:

  1. The current principal drivers of the world economy;
  2. The key economic and market variables, and;
  3. ‘Watch Fors’ which represent developments that, were they to occur, would support, challenge, or at the limit refute, the basis of our argument.

The evidence on which these judgements are based is set out as comprehensive endnotes.

Yours sincerely,

Macro-series-World-View-February-2021

 

Key Developments & Chart of the week

( < 1 min) 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.

Read More »

Key Developments & Chart of the week

( < 1 min) 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.

Read More »

Key Developments & Chart of the week

( < 1 min) 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.

Read More »

Batteries

( < 1 min) 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

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