September 30, 2021

Macro Series

World View & Risks

BY John Llewellyn, Saul Eslake

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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

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Trimmed Means

The ‘Core’ measure of US inflation has risen misleadingly: it seems unlikely virulently to ‘infect’ other prices.  

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World View & Risks

Please find attached our foundation document, World View & Risks. Published quarterly, it presents: In two concise summary pages our judgement about the likely behaviour of the principal drivers of the world economy and financial

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Economic recovery and resilience

The rate to which economic growth settles down will depend on countries’ investment response, including to going digital and green, and the quality of their structural policies.

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