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January 2023

November 2022

Russian sanctions: the view from the car market
It is now pretty much consensus that the sanctions on Russia have failed.
 • 
Philip Pilkington
3
The shape of the chip market in the wake of the Chinese ban
It is very unclear what America is trying to achieve
 • 
Philip Pilkington
1
Will the weather save us from the energy crisis?
Eh, no
 • 
Philip Pilkington
1
What would a run on sterling driven by property outflows look like?
Pretty bad, to be honest
 • 
Philip Pilkington
2

October 2022

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.
 • 
Philip Pilkington
2
The UK's debt crisis is going to be unique
And not in a good way
 • 
Philip Pilkington
2
The curious case of the missing natural gas imports
Strange things afoot in the EU natural gas import statistics
 • 
Philip Pilkington
2
Picking an Economic Fight With China is Unwise
Expect the consequences to be grim
 • 
Philip Pilkington
2

August 2022

July 2022

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