report March 10, 2021 Photocatalysts Harnessing the Sun’s energy in the fight against runaway pollution and climate change Technologies series – Photocatalysts – March 2021 ... Become a member to read the rest of this article Username or E-mail Password Remember Me... By Preston Llewellyn, Soyon Park Llewellyn Consulting
report March 5, 2021 Key Developments & Chart of the week Regionally differentiated growth prospects, but overall a bit quicker than earlier seemed likely Macro series – Key Developments & Chart of the week – 5 March 2021 ... Become a member to read the rest of this article... By Preston Llewellyn Llewellyn Consulting
report March 3, 2021 Focus – A longer term perspective on China’s economy China has racked up extraordinary economic achievements over the past 40 years In so doing it is returning to its historical position in the global ‘pecking order’ In the process China has become surprisingly unequal for a ‘socialist’ country... By John Llewellyn, Saul Eslake Llewellyn Consulting
report February 26, 2021 Key Developments & Chart of the week Macro series – Key Developments & Chart of the week – 26 February 2021 ... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Preston Llewellyn Llewellyn Consulting
report February 22, 2021 World View The attached World View presents, in one summary page, our judgement on the likely behaviour over the coming year or so, of: The current principal drivers of the world economy; The key economic and market variables, and; ‘Watch Fors’ which represent developments that, were they ...... By Preston Llewellyn Llewellyn Consulting
report February 18, 2021 Our product principles and development We are extending our signature ‘Watch fors' to our new products The sentiment that “the current situation is more than usually uncertain” tends to be overworked. However, currently that arguably is indeed the case. Perhaps on only two... By John Llewellyn, Russell Jones Llewellyn Consulting
report February 15, 2021 Key Developments & Chart of the week The virus still drives G7 GDP, while the US and China record no significant inflation. Outcome Previous Comment China CPI (Jan; y-o-y) -0.3% 0.2% No signs of consumer price pressures China PPI (Jan; y-o-y) 0.3% -0.4% First... By Preston Llewellyn Llewellyn Consulting
report February 12, 2021 Global Letter: Rising US inflation concerns Markets are starting to fret: it is a close call, but we are slightly more sanguine. Inflation is now back on many minds. And this matters because, as go inflation expectations, so go bond yields, and thence asset prices,... By John Llewellyn, Silja Sepping Llewellyn Consulting
report February 8, 2021 Key Developments The virus continues to depress aggregate demand across most OECD economies. Macro series – Key Developments – 7 February 2021 ... Become a member to read the rest of this article Username or E-mail Password Remember Me ... By Preston Llewellyn Llewellyn Consulting
report February 5, 2021 Comment: Asset prices overvalued? Two views and a conclusion Shiller’s ‘Excess cyclically adjusted price/earnings ratio’ suggests little overvaluation. But a Minsky typology suggests that prices are 5-6 steps out of 9 along the road to crisis. We see no definitive overvaluation yet: but it is Minsky that we... By John Llewellyn, Silja Sepping Llewellyn Consulting
report January 31, 2021 Key Developments Important economies slowed in Q4. Central banks remain wary. IMF slightly more optimistic. Macro series – Key Developments – 31 Jan 2021 ... Become a member to read the rest of this article Username or E-mail Password... By John Llewellyn, Preston Llewellyn Llewellyn Consulting
report January 15, 2021 3D Printing Complex supply chains, traditional manufacturing, and product designs all stand to be transformed Technologies-series-3D-Printing-January-2021 ... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By James Cameron, Preston Llewellyn Llewellyn Consulting
report January 13, 2021 Global Letter – Structural reform will differentiate countries Investors would be well advised to pay close attention to how countries’ structural policies rate Macro series – Global Letter – Structural reform will differentiate – January 2021 ... Become a member to read the rest of this... By John Llewellyn, Silja Sepping Llewellyn Consulting
report January 5, 2021 Economic Risks Please find attached the January issue of our monthly Economic Risks. Below is a top-level summary: A rampaging virus and lockdowns extend secondary dips Immunisation programmes take time to reach critical mass Bankruptcies, joblessness, poverty, and inequality escalate Inflatio... Become... By John Llewellyn, Russell Jones Llewellyn Consulting
report December 14, 2020 Comment – How to look at the RCEP The Regional Comprehensive Economic Partnership (RCEP) is a large trade agreement. While it falls short of the US-inspired CPTTP, it will bring a range of benefits. Particularly important will be whether the US and India choose to become associated.... By Jonathan Fried Llewellyn Consulting
report December 11, 2020 Ten developments to watch for in 2021, and beyond LlewellynConsulting’s Ten developments to watch for in 2021, and beyond details what we judge most likely to happen; and pays particular attention to detailing what we see as the main risks and uncertainties. There is growing recognition of the... By John Llewellyn, Russell Jones Llewellyn Consulting
report December 10, 2020 Global Letter – Mind the gap: ambition v action For net-zero GHG emissions pledges to be credible, change needs to happen forthwith Macro-series-Global-Letter-Climate-change-mind-the-gap-December-2020 ... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By John Llewellyn, Silja Sepping Llewellyn Consulting
report December 4, 2020 Hydrogen (H 2 ) A potentially vital part of the low carbon economy, decarbonising the hard-to tame-sectors. What it is Hydrogen (H 2 ) has three principal functions: a fuel; a chemical feedstock; and an energy carrier. It thereby has many applications in... By James Cameron, Preston Llewellyn Llewellyn Consulting
report December 2, 2020 Economic Risks Secondary dips in activity multiplying before vaccines arrive A US Presidential inauguration surrounded by chaos Inflation falling further and remaining uncomfortably low Fiscal support being extended, further boosting debt ratios Central banks becoming yet more unconventional R... Become... By Russell Jones Llewellyn Consulting
report November 20, 2020 Global Letter: A tale of toggle PIKs Credit market excesses typically occur in times of low interest rates, when investor demand for higher-yielding instruments leads to the creation of asset classes with returns that, in hindsight, were out of line with the risk involved. So it... By John Llewellyn Llewellyn Consulting
