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The inflation miss should not be overplayed - rates are almost certainly near their peak.
Duncan Weldon
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What caught my attention
Duncan Weldon
Being in favour of economic growth is easy. It is also empty.
Duncan Weldon
1
The OBR and the BOE foresee very different recessions. The key difference is household savings.
Duncan Weldon
A horrible squeeze, a disagreement on monetary policy & a Gordon Brown-type fiscal approach
Duncan Weldon
The UK macro-policy mix looks awful. Again.
Duncan Weldon
From one extreme to another.
Duncan Weldon
The UK macro mess
Duncan Weldon
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