In part I of this blog https://acfequityresearch.com/decoupling-of-gdp-and-energy-growth/ We discussed some of the fundamental changes in macro-economic relationships happening now and revolving around energy and GDP growth. In part II we consider some of the implications for extractives (basic resources –...
In the analysis below ACF takes a short form look at the data within the most recent McKinsey Quarterly report and overlays some of its own interpretation. When I try to reduce the whole of economics to one idea to...
The Scottish commercial real estate is booming in 2018, but at the start of the year this looked far from likely. After a rather slow 1Q start, levels of investment achieved record highs for 2Q18. A total £1.4bn has...