World View & Risks
Please find attached our foundation document, World View & Risks. Published quarterly, it presents: In two concise summary pages our judgement about the likely behaviour of the principal drivers of the world economy and financial markets over the year ahead; the most impor… Become a member to read the rest of this article Username […]
Economic Risks – Llewellyn Consulting – May 2020
Economic Risks Second infection waves hindering normalisation processes After initial rebound, recovery traces an ‘accordion-shape’ Macro policy settings are loosened further Government debt reaches unprecedented levels High precautionary saving and enduring suppl… Become a member to read the rest of this article
Economic Risks – Llewellyn Consulting – April 2020
Economic Risks The sharpest and deepest downturn of the post-war era Significantly higher and lasting public debt More macro policy innovation, including monetary finance Social unrest and humanitarian disasters Damage to already-reduced productive potential A swathe… Become a member to read the rest of this article
Economic Risks – Llewellyn Consulting – February 2020
Economic Risks ▪ The coronavirus stymying renewed cyclical momentum ▪ Growth rates remaining modest by historical standards ▪ Inflation edging higher, but staying uncomfortably low ▪ Hopes of a retreat in protectionism coming to nought ▪ Risky-asset returns falling well short… Become a member to read the rest of this article
Economic Risks – Llewellyn Consulting – January 2020
Economic Risks ▪Trade and geopolitical-related tensions mounting ▪Modest growth proves vulnerable to new shocks ▪The global investment shortfall deepens further ▪A lack of policy ammunition constrains monetary policy ▪Budgetary slippage persists but structural reform found… Become a member to read the rest of this article