Provider: Llewellyn Consulting

Economic Risks

Llewellyn Consulting August 4, 2020

The recovery process proves beholden to course of the virus
Policy support is insufficient and withdrawn too soon
Underlying growth potential is further significantly reduced
Balance sheet weaknesses spark a cascade of EM defaults
A ‘no-deal’ Brexit leaves the UK ‘the sick man’ of the OECD
A chaotic US Presidential election roils risk asset markets

OECD: an initially sharp recovery has moderated somewhat

Responding to the COVID-19 pandemic, policymakers put the world economy into the equivalent of an induced coma.… Read the rest

Llewellyn consulting was founded by John Llewellyn and Partners, a former Chief Economist at Lehman Brothers and Nomura. Previously, John Llewellyn spent over 20 years at the OECD in various senior roles.

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Soyon Park

Llewellyn Consulting April 10, 2020

Business Development Executive – Soyon has a background in research, data analysis, and has broad experience across quantitative research methods and data sets.

Prior to joining the Llewellyn team, Soyon was a Research Assistant at the University of Sussex and InterAnalysis where she focused on the economics of sports, international trade, and digital marketing.

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James Cameron

Llewellyn Consulting April 10, 2020

James specialises in science and technology. He has worked with the UK’s Parliamentary Office of Science and Technology to produce research on Advanced Therapy Medicinal Product (ATMP) regulation, and is a primary contributor to the firm’s Technologies Series.… Read the rest

Silja Sepping

Llewellyn Consulting April 10, 2020

Senior Economist – Prior to joining Llewellyn Consulting, Silja was a Senior Investment Analyst at GLC Global Macro hedge fund where she was responsible for macroeconomic research and market analysis, with a primary focus on emerging markets and FX.… Read the rest

Preston Llewellyn

Llewellyn Consulting April 10, 2020

Managing Partner – Before co-founding Llewellyn Consulting in 2009, Preston spent over ten years in industry, where he was responsible variously for corporate strategy, business development, communications, and marketing. He is experienced in managing business contracts and partnerships, in the private and public sector, and in project management.

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Ellen Jones

Llewellyn Consulting April 8, 2020

Russell Jones

Llewellyn Consulting April 8, 2020

Partner – Russell has been a macroeconomist in the financial markets for 35 years, occupying senior roles in London, Tokyo, the Middle East, and Sydney, and working on both the ‘buy’ and ‘sell’ sides.

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FOCUS: Hard labour – the post-pandemic jobs market

Llewellyn Consulting June 29, 2020

Countries’ labour markets have been hit hard by COVID-19; and the UK more than most
The UK is a microcosm of effects likely to be seen worldwide
The young, the poor, women, and some minority groups seem destined to suffer disproportionately
Immediate and longer-standing inequalities are likely to be exacerbated
Working habits will change for some and automation will probably get a boost
Getting policy right, not least labour policies, while potentially crucial, will be difficult

Introduction

Labour markets worldwide have been hit hard by the measures taken to contain the COVID-19 pandemic; and the hit looks as if it may be particularly severe in the UK.… Read the rest

John Llewellyn

Llewellyn Consulting April 8, 2020

Partner – Before co-founding Llewellyn Consulting, John was Global Chief Economist and then Senior Economic Policy Advisor at Lehman Brothers. This followed almost twenty years at the Organisation for Economic Cooperation and Development (OECD) in Paris, where variously he was Head of International Forecasting and Policy Analysis, Editor of the OECD Economic Outlook, Deputy Director for Social Affairs, Manpower and Education, and finally Chef de Cabinet to the Secretary-General.

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