So I go to the original sources for about 500 different datapoints each week, and report back. But not all shocks and not all surprises are equally interesting: some of them might be telling us something interesting, whilst others are just statistical tumbleweed. Here are the shocks and surprises generated this week which I think should be working their way into your assumptions.
As always with Coldwater, the emphasis is on trying to give the best understanding of how the world actually is NOW, on the assumption this gives you a better base for imagining how it is going to be in the future.
If it’s useful to you, then you know what to do. . . .