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In the Bleak Midwinter
Energy prices no longer contain any useful information.
Aug 23, 2022 • 
Duncan Weldon
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In the Bleak Midwinter
1
We have no theory of inflation
Inflation is the biggest debate in macro. The models don't work.
Oct 4, 2021 • 
Duncan Weldon
12

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We have no theory of inflation
Learning the wrong lessons
The UK macro-policy mix looks awful. Again.
Nov 10, 2022 • 
Duncan Weldon
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Learning the wrong lessons
Five Autumn Statement Takeaways
A horrible squeeze, a disagreement on monetary policy & a Gordon Brown-type fiscal approach
Nov 17, 2022 • 
Duncan Weldon
20

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Five Autumn Statement Takeaways
Credibility problems
The UK macro mess
Oct 12, 2022 • 
Duncan Weldon
18

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Credibility problems
The not very 'mini' budget
Inflation, gilts and gambling
Sep 23, 2022 • 
Duncan Weldon
19

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The not very 'mini' budget
What's in the price?
In 2007-09, financial developments drove the economic cycle. This time they are reacting to it.
Sep 5, 2022 • 
Duncan Weldon
25

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What's in the price?
Thoughts on the fallout
Scattered post-budget reflections
Sep 27, 2022 • 
Duncan Weldon
21

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Thoughts on the fallout
1
The pain to come
The policy debate is focussed on this winter. But 2023 as a whole needs more attention.
Aug 3, 2022 • 
Duncan Weldon
21

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The pain to come
The Politics of Growth
Being in favour of economic growth is easy. It is also empty.
Dec 14, 2022 • 
Duncan Weldon
17

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The Politics of Growth
1
Five Takeaways from the Bank
An awful outlook but don't forget fiscal policy.
Aug 4, 2022 • 
Duncan Weldon
20

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Five Takeaways from the Bank
A series of unfortunate fiscal events
Economics means more direct fiscal support for paying bills is needed. Politics has put wider tax cuts on the table.
Aug 30, 2022 • 
Duncan Weldon
17

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A series of unfortunate fiscal events
© 2025 Duncan Weldon
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