Coldwater Economics
Michael TaylorThe global economy, scanned widely, watched closely.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 804 | Subscribers | Read | mtaylor.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
UK Unemployment: No Compensations!
Employers' tax rises have generated a 'stock' problem in employment
China's 2025, No Solutions
We’re not going to be seeing significant data out of China now until late March, so with the release of December and 4Q’s data its time to take a look before . So although there may not be anything particularly stunning in the data, economi...
US Householders - Waiting for the Black Swan
Generally speaking, how deluded are we? My default ‘prior’ is that years of disappointed expectations mean we are now historically sceptical about positive economic news. My evidence for this is the evolution of the five-year average of m...
Relevant History . . . After the War
I started the ‘Rhyming Times’ series back in April 2024, as a reflection on both Britain’s structural weakness and the comfortable delusions of US sentimental support for the UK and Europe. I had no idea then that the near future would actu...
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