report October 1, 2021 Key Developments & Chart of the week US PMI strengthens, China’s slows. Inflation steady in US, up in EU. Two more EM countries tighten. Macro-series-World-View-Risks-Limited-version-September-2021 ... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot... By Preston Llewellyn Llewellyn Consulting
report September 24, 2021 Key Developments & Chart of the week US current account deficit widens; Japan’s deflation continues; major central banks are stirring [pdf-embedder url="https://speevr.com/wp-content/uploads/2021/09/Macro-series-Key-Developments-Chart-of-the-week-24-September-2021.pdf" title="Macro series – Key Developmen... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Preston Llewellyn Llewellyn Consulting
report September 23, 2021 Germany – economic challenges for the new government In a number of respects the German economy is in a good position after 16 years of Mrs MerkelBut there are problems too, including slow growth that is unduly dependent on exportsSecuring good future performance will require that policy... By Michael Heise Llewellyn Consulting
report September 17, 2021 Key Developments & Chart of the week US inflation eases back, China’s output growth slows, Euro-area inflation stays contained. [pdf-embedder url="https://speevr.com/wp-content/uploads/2021/09/Macro-series-Key-Developments-Chart-of-the-week-17-September-2021.pdf" title="Macro series – Key Developments & Chart o... Become a member to read the rest of this article Username or E-mail Password Remember Me... By Preston Llewellyn Llewellyn Consulting
report September 2, 2021 Focus – The three ‘R’s: Recovery, reallocation, and resilience Dear Colleague, Structural policies determine how readily resources move within an economy, and are an important determinant of economic performance. They are especially important when the structure of demand and supply are both changing fast, as they are now... By John Llewellyn, Silja Sepping Llewellyn Consulting