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Key Developments & Chart of the week

Key Developments & Chart of the week | Speevr

Dear Colleague,  The attached Key Developments contains our Chart of the Week and the key data and other information from this week that, in our judgement, bear most importantly on the core elements of our World View. Macro-series-Key-Developments-Chart-of-the-week-29…   Become a member to read the rest of this article Username or E-mail Password Remember Me     Forgot Password

Key Developments & Chart of the week

Key Developments & Chart of the week | Speevr

Dear Colleague,  The attached Key Developments contains our Chart of the Week and the key data and other information from this week that, in our judgement, bear most importantly on the core elements of our World View. Macro-series-Key-Developments-Chart-of-the-week-…   Become a member to read the rest of this article

Focus – China’s continuing growth slowdown

Focus - China’s continuing growth slowdown | Speevr

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 the past decade all four drivers …   Become a member to read the rest of this article

Global GHG reduction – an uncoordinated muddle and mess

Global GHG reduction – an uncoordinated muddle and mess | Speevr

Global Letter Dear Colleague, COP26 in November faces an impossibly wide spread of national interests to corral into a unified global  programme. It  has  been  set  up  for  failure  by  the  clash  between  ambi…   Become a member to read the rest of this article

Global Letter – Investment requirements for a 2C world

Global Letter - Investment requirements for a 2C world | Speevr

Dear Colleague, Of the many issues that will be discussed in connection with the forthcoming COP26 meeting, one that need not be is the investment cost of switching to a green economy. The requisite resources will be available: though they seem unlikely to be deployed in time…   Become a member to read the rest […]

Key Developments & Chart of the week

Key Developments & Chart of the week | Speevr

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

World View & Risks

World View & Risks | Speevr

Macro-series-World-View-Risks-Limited-version-September-2021 …   Become a member to read the rest of this article

Key Developments & Chart of the week

Key Developments & Chart of the week | Speevr

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

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 be made holistically, not piecemealParticul…   Become a member to read the rest of this article

Key Developments & Chart of the week

Key Developments & Chart of the week | Speevr

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

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