Aug 24, 20233 minUS HomebuildersThis is a different sort of blog, as I will be asking John Calverley, our Chief Economist, a few questions about US homebuilders and the...
Aug 19, 20231 minWeekly Talking Points - Fed watchers sifting through the tea leavesOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at major market...
Aug 17, 20234 minChina's slowdown - Implications for the WestLast week I argued that China is set for continuing slow growth but probably no crisis. Data this week on industrial production, retail...