Monthly Archives: September 2021

Download Performance Update                Sentiment on economic and global prospects has shifted somewhat over the past month. While the global PMI has only edged lower, the underlying dynamics show that more countries are losing…
Read more

Download PDF Monetary policy and statistical magic Uncertainty remains pervasive, whether it relates to the duration of “transitory” inflation in the US and now the Eurozone, the size and timing of US fiscal stimulus, the recovery in the US jobs…
Read more