Reflections on a very long week
1
Scattered post-budget reflections
20
1
Inflation, gilts and gambling
19
When it comes to fiscal credibility, vibes matter.
15
The economics, the politics and the market reaction
2
In 2007-09, financial developments drove the economic cycle. This time they are reacting to it.
25
The case for more aggressive tightening would be stronger if headline inflation was lower.
3
Economics means more direct fiscal support for paying bills is needed. Politics has put wider tax cuts on the table.
17
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