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A miss, a hike and some caveats
The inflation miss should not be overplayed - rates are almost certainly near their peak.
Duncan Weldon
Mar 24
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A miss, a hike and some caveats
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Five Budget Takeaways
What caught my attention
Duncan Weldon
Mar 16
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Five Budget Takeaways
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The Politics of Growth
Being in favour of economic growth is easy. It is also empty.
Duncan Weldon
Dec 14, 2022
17
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The Politics of Growth
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How bad will it be?
The OBR and the BOE foresee very different recessions. The key difference is household savings.
Duncan Weldon
Dec 8, 2022
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How bad will it be?
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Five Autumn Statement Takeaways
A horrible squeeze, a disagreement on monetary policy & a Gordon Brown-type fiscal approach
Duncan Weldon
Nov 17, 2022
21
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Five Autumn Statement Takeaways
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Learning the wrong lessons
The UK macro-policy mix looks awful. Again.
Duncan Weldon
Nov 10, 2022
27
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Learning the wrong lessons
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Overcompensating and Fiscal Fudges
From one extreme to another.
Duncan Weldon
Oct 18, 2022
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Overcompensating and Fiscal Fudges
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Credibility problems
The UK macro mess
Duncan Weldon
Oct 12, 2022
18
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Credibility problems
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Economics, finance, political economy.
By Duncan Weldon
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