Value Added | Duncan Weldon | Substack

The inflation miss should not be overplayed - rates are almost certainly near their peak.

Mar 24

New Top Community

What caught my attention

Mar 16

Being in favour of economic growth is easy. It is also empty.

Dec 14, 2022

The OBR and the BOE foresee very different recessions. The key difference is household savings.

Dec 8, 2022

A horrible squeeze, a disagreement on monetary policy & a Gordon Brown-type fiscal approach

Nov 17, 2022

The UK macro-policy mix looks awful. Again.

Nov 10, 2022

From one extreme to another.

Oct 18, 2022

The UK macro mess

Oct 12, 2022

Value Added

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