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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
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Duncan Weldon

December 2022

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

November 2022

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

October 2022

Overcompensating and Fiscal Fudges
From one extreme to another.
 • 
Duncan Weldon
Credibility problems
The UK macro mess
 • 
Duncan Weldon

September 2022

That Was The Week That Was
Reflections on a very long week
 • 
Duncan Weldon
Thoughts on the fallout
Scattered post-budget reflections
 • 
Duncan Weldon
1
The not very 'mini' budget
Inflation, gilts and gambling
 • 
Duncan Weldon
Fiscal rules & fiscal vibes.
When it comes to fiscal credibility, vibes matter.
 • 
Duncan Weldon
© 2024 Duncan Weldon
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