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The 1970s analogy is overused in British economic commentary. But, in some ways, it is starting to make sense.
Duncan Weldon
13
For fans of video content.
Duncan Weldon
9
There are reasons to think next time might look different.
Duncan Weldon
1
The MPC finds itself stuck.
Duncan Weldon
4
The Fed's secret radicals strike again.
Duncan Weldon
1
Don't bank on them.
Duncan Weldon
7
A better macro-mix, a depressing but interesting paper, a podcast and a programming note.
Duncan Weldon
A big - and much better targeted - fiscal package. But where does it leave the Bank? And what happens next year?
Duncan Weldon
8
Households have been shielded from much of the Bank's tightening so far. That will soon begin to change.
Duncan Weldon
2022 is going to be a painful year. But learning the wrong lessons would make it even more so.
Duncan Weldon
10
The best argument for Bank of England tightening isn't about inflation expectations. It's because everyone else is doing it.
Duncan Weldon
10
The outlook is grim. But the Bank is signalling that policy will not be as aggressive as markets expect.
Duncan Weldon
1
© 2022 Duncan Weldon
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