Reading the inflation tea leaves

Reading the inflation tea leaves

🕔16:03, 13.Sep 2021

Why is this concerning? Well, the clearing mechanism for supply and demand is price. If demand is growing robustly but supply is struggling to keep up (both anecdotes cited in the ISM report), then price is going to adjust to

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Newsletter – Autumn 2021

Newsletter – Autumn 2021

🕔15:15, 13.Sep 2021

As we emerge from the worst of the pandemic, the outlook remains challenging to decipher. Regional differences in COVID-19 vaccine availability and uptake rates are creating a two-speed economic recovery globally. Post-pandemic cynics and optimists will find data to support

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Pandemic Guerilla

Pandemic Guerilla

🕔12:40, 13.Sep 2021

In hindsight, Jay Powell is probably very happy to have been so elusive at Jackson Hole on the timeline for “tapering” after the disappointing US job numbers for August. It is not the first time this year that payroll data

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The climate crisis becomes real

The climate crisis becomes real

🕔11:58, 13.Sep 2021

Global Sustainable Outcomes: There’s only one way to summarise Q2: a world divided. In North America and Europe economic recovery exceeded expectations as successful vaccination programmes supported market reopening. Here in the UK we emerged from a bleak winter of

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What about forgetting about the Fed, just for a while?

What about forgetting about the Fed, just for a while?

🕔11:34, 13.Sep 2021

Weekly investment update: Investors and economists spent the summer waiting for Fed chair Jerome Powell’s Jackson Hole speech in late August and the first part of September commenting on it. The next meeting of US Federal Reserve policymakers is not

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The Carbon Impact of Investor Relations Activity

The Carbon Impact of Investor Relations Activity

🕔11:33, 13.Sep 2021

Investor relations (IR) teams increasingly field questions for their companies about sustainability topics. According to our most recent edition of Global Trends in Investor Relations, 71.3% of IR teams globally reported in 2019 that ESG/CSR communications with investors are among

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Building CSR into company culture is paramount

Building CSR into company culture is paramount

🕔09:10, 13.Sep 2021

There is much talk in the investor community around the three letters “ESG” (environmental, social, governance), but when it comes to corporate sustainability, CSR (corporate social responsibility), is equally as important. While the former provides a …

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