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Coldwater Economics

Michael Taylor

The global economy, scanned widely, watched closely.

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Substack
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Issues807Founded5 years agoLast Issue12 days ago
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Latest Issues

Chartoom Update for a De-Synchronising World

We now have plenty of data from April, when the extent and implications of the Iran war were becoming clear. So this update of the Chartroom’s indexes represent an initial ‘verdict’ on how the global economy is coping.

The first two chart...

12 days ago

The World's Cardiogram

Postlapsarian: Shocks & Surprises Chartroom suite updated on 2nd April,

It was all going so well: at the turn of the year, the global economy was easing its way into a new cycle of growth, defying popular fears of recession. Led by the US,...

2 months ago
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What's the Point?

I am inundated with articles professing to sketch out the various scenarios - all doom-laden, seemingly - developing out of the US/Israeli Iran war. Many, particularly the gloomiest, seem at least partly convincing. Moreover, they seem to b...

2 months ago
4

UK Unemployment: No Compensations!

Employers' tax rises have generated a 'stock' problem in employment

There’s a lot of ruin in Britain because household and corporate balance sheets are in such unprecedentedly good shape: households have a net £337bn in bank deposits, and...

3 months ago
Paid

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...

4 months ago
3

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