Macrocosm

Forecasting a recession with construction data

A recent thread I did on Twitter that may be of interest to subscribers.

Feb 6, 2023 • 

Philip Pilkington

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January 2023

Multipolarity: The Podcast

Exploring the geopolitics and economics of the emerging multipolar world order

Jan 13, 2023 • 

Philip Pilkington

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November 2022

Russian sanctions: the view from the car market

It is now pretty much consensus that the sanctions on Russia have failed.

Nov 25, 2022 • 

Philip Pilkington

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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

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Will the weather save us from the energy crisis?

Eh, no

Nov 7, 2022 • 

Philip Pilkington

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What would a run on sterling driven by property outflows look like?

Pretty bad, to be honest

Nov 4, 2022 • 

Philip Pilkington

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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.

Oct 28, 2022 • 

Philip Pilkington

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2

The UK's debt crisis is going to be unique

And not in a good way

Oct 24, 2022 • 

Philip Pilkington

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2

The curious case of the missing natural gas imports

Strange things afoot in the EU natural gas import statistics

Oct 19, 2022 • 

Philip Pilkington

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2

Picking an Economic Fight With China is Unwise

Expect the consequences to be grim

Oct 17, 2022 • 

Philip Pilkington

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August 2022

July 2022