Macro
Quarter three (Q3) 2023 saw a marked disparity in economic momentum. Japan and the US generally performed above expectations whilst Continental Europe and China clearly decelerated and in the…
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Macro Overview
The story of the quarter was that global manufacturing managed to shake off a series of new lockdowns, particularly in Europe and the UK but also in California…
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Macro Overview
It is not really worth mentioning too many macroeconomic numbers except to say that when economies re-opened numbers were generally stronger than expected and, unsurprisingly, when restrictions on…
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Macro Overview
Business wants to come back. When will the virus let business unleash its pent-up potential and what (ongoing) helping hand will governments provide to ensure consumers and companies…
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Macro Overview
R U ok? The letter R assumed prominence as economic freedom around the globe for most of the quarter depended on countries getting the transmission rate of COVID-19…
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