Value Added | Duncan Weldon | Substack

Reflections on a very long week

New Top Community

Scattered post-budget reflections

Sep 27

Inflation, gilts and gambling

Sep 23

When it comes to fiscal credibility, vibes matter.

Sep 20

The economics, the politics and the market reaction

Sep 9

In 2007-09, financial developments drove the economic cycle. This time they are reacting to it.

Sep 5

The case for more aggressive tightening would be stronger if headline inflation was lower.

Sep 1

Economics means more direct fiscal support for paying bills is needed. Politics has put wider tax cuts on the table.

Aug 30

Value Added

About Archive Authors

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts