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Why this might be like the 1970s
The 1970s analogy is overused in British economic commentary. But, in some ways, it is starting to make sense.
Duncan Weldon
Jun 28
13
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Why this might be like the 1970s
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Value Added Elsewhere
For fans of video content.
Duncan Weldon
Jun 20
9
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Value Added Elsewhere
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What does the next downturn mean for the labour market?
There are reasons to think next time might look different.
Duncan Weldon
Jun 17
1
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What does the next downturn mean for the labour market?
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5 Takeaways from the Bank of England
The MPC finds itself stuck.
Duncan Weldon
Jun 16
4
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5 Takeaways from the Bank of England
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What if inflation is really about bargaining power?
The Fed's secret radicals strike again.
Duncan Weldon
Jun 10
1
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What if inflation is really about bargaining power?
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About those tax cuts...
Don't bank on them.
Duncan Weldon
Jun 8
7
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About those tax cuts...
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Value Added Round-Up
A better macro-mix, a depressing but interesting paper, a podcast and a programming note.
Duncan Weldon
May 27
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Value Added Round-Up
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The Mini-Budget: First Thoughts
A big - and much better targeted - fiscal package. But where does it leave the Bank? And what happens next year?
Duncan Weldon
May 26
8
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The Mini-Budget: First Thoughts
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Recession Watch
Households have been shielded from much of the Bank's tightening so far. That will soon begin to change.
Duncan Weldon
May 20
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Recession Watch
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That '70s Show
2022 is going to be a painful year. But learning the wrong lessons would make it even more so.
Duncan Weldon
May 19
10
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That '70s Show
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Reasons to hike
The best argument for Bank of England tightening isn't about inflation expectations. It's because everyone else is doing it.
Duncan Weldon
May 10
10
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Reasons to hike
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Five takeaways from the Bank of England
The outlook is grim. But the Bank is signalling that policy will not be as aggressive as markets expect.
Duncan Weldon
May 6
1
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Five takeaways from the Bank of England
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