Wayfarer Quarterly Commentary: Q3 2021
Macro
Shortages were the main theme of the quarter be it the ongoing semiconductor saga, staff, ships or even latterly, energy. No negative prices for oil at the moment! European…
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Macro
Shortages were the main theme of the quarter be it the ongoing semiconductor saga, staff, ships or even latterly, energy. No negative prices for oil at the moment! European…
Read more →The year 2020 will be remembered for many things by financial market participants. To name but three we have experienced one of the fastest bear markets in history, the quickest…
Read more →Macro Overview
The story of the quarter was that global manufacturing managed to shake off a series of new lockdowns, particularly in Europe and the UK but also in California…
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It is not really worth mentioning too many macroeconomic numbers except to say that when economies re-opened numbers were generally stronger than expected and, unsurprisingly, when restrictions on…
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Business wants to come back. When will the virus let business unleash its pent-up potential and what (ongoing) helping hand will governments provide to ensure consumers and companies…
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R U ok? The letter R assumed prominence as economic freedom around the globe for most of the quarter depended on countries getting the transmission rate of COVID-19…
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To reminisce is to revere. It was January BC (before corona). Indian Industrial Production had improved at the fastest rate in eight years after last year’s torpor. UK…
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