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News & Views

Tag: Wayfarer Commentary

Wayfarer Q1 Commentary: April 2021

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…

Wayfarer Q4 Commentary: January 2020

Macro Overview 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…

Wayfarer Q3 Commentary: October 2020

Macro Overview 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…

Wayfarer Q2 Commentary: July 2020

Macro Overview 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…