Sustainability & Energy Transition IPCC Identified the Problem; Proposed Solutions Are Flawed The IPCC’s most recent report properly articulated the scale of climate change and the risks without more action – we view its proposed solutions as April 13, 2022 No Comments
Global Market Analysis Smokestack Lightning – PPI Surge Foretells Future CPI Strength; Demand Faces Shock Treatments Producer price hikes have outpaced consumer prices YTD, which suggests higher consumer prices in 2Q22 and falling end-product affordability. We add to our inflation views April 13, 2022 No Comments