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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
Five Budget Takeaways
What caught my attention
 • 
Duncan Weldon
The Politics of Growth
Being in favour of economic growth is easy. It is also empty.
 • 
Duncan Weldon
1
How bad will it be?
The OBR and the BOE foresee very different recessions. The key difference is household savings.
 • 
Duncan Weldon
Five Autumn Statement Takeaways
A horrible squeeze, a disagreement on monetary policy & a Gordon Brown-type fiscal approach
 • 
Duncan Weldon
Learning the wrong lessons
The UK macro-policy mix looks awful. Again.
 • 
Duncan Weldon
Overcompensating and Fiscal Fudges
From one extreme to another.
 • 
Duncan Weldon
Credibility problems
The UK macro mess
 • 
Duncan Weldon
Value Added
Value Added
Economics, finance, political economy.

Value Added

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