report October 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 By Saul Eslake Llewellyn Consulting
report August 6, 2021 Analysis – What to infer from inflation outliers Price shocks, or ‘outliers,’ raise general inflation if they ‘infect’ core prices and wages This happened in the 1970s and early 1980s, on the By John Llewellyn, Saul Eslake Llewellyn Consulting
report July 19, 2021 Trimmed Means The ‘Core’ measure of US inflation has risen misleadingly: it seems unlikely virulently to ‘infect’ other prices. By John Llewellyn, Saul Eslake Llewellyn Consulting
report April 9, 2021 Global Letter – Post-COVID-19: country prospects Large country differences in performance are in prospect: and due largely to policy Performance to date Recovery from recession typically takes years By John Llewellyn, Saul Eslake 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 By John Llewellyn, Saul Eslake Llewellyn Consulting
