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Forecasting a recession with construction data
A recent thread I did on Twitter that may be of interest to subscribers. 1/ Everyone seems to think the recent jobs numbers show a strong US economy…
Feb 6
•
Philip Pilkington
8
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Community
Multipolarity: The Podcast
Exploring the geopolitics and economics of the emerging multipolar world order
Jan 13
•
Philip Pilkington
4
1
Russian sanctions: the view from the car market
It is now pretty much consensus that the sanctions on Russia have failed. Yet their failure was extremely predictable. Why did Western policymakers…
Nov 25, 2022
•
Philip Pilkington
12
3
The shape of the chip market in the wake of the Chinese ban
It is very unclear what America is trying to achieve
Nov 8, 2022
•
Philip Pilkington
8
1
Will the weather save us from the energy crisis?
Eh, no
Nov 7, 2022
•
Philip Pilkington
2
1
What would a run on sterling driven by property outflows look like?
Pretty bad, to be honest
Nov 4, 2022
•
Philip Pilkington
5
2
Chris Giles’ article on the energy crisis isn’t honest with the data
Earlier this week, the price on gas contracts in Europe went briefly negative. It was obvious this was a bubble, and a dive into the justifications for…
Oct 28, 2022
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Philip Pilkington
6
2
The UK's debt crisis is going to be unique
And not in a good way
Oct 24, 2022
•
Philip Pilkington
6
2
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Macrocosm
Macroeconomics and Finance
By Philip Pilkington
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