Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
Powell says "enough" and there are some interesting questions about what happens next, but I can think of at least one camp that's very, very happy. Rates go down, and then what? Good times roll or labor markets get even tighter again? One thing is for sure: Uncle Sam can breathe a bit easier The...
Battle lines redrawn for our consumer good. By the time coronavirus so abruptly and harmfully struck, those businesses plying their consumer goods trade from premises on high...
As of September 6th, the UK has a new prime minister, in Liz Truss, and a new chancellor in Kwasi Kwarteng. To say they face immense challenges is no exaggeration. Then again,...
The change of Government has rightly produced a change of policy. We are now expecting a mini-Budget next week that will reverse the Treasury’s long-standing insistence on...
Now, whatever one may believe concerning his past attempts to 'subvert parliamentary elections', it can be assured that Putin has affected how the UK next go to the polls. For,...
Seldom does another topic supplant the weather as the most common conversation topic amongst Brits. And yet, for six months now, temperature has been eclipsed by heated talk of...
Back in April, we released The UK Economy over Time (‘23 – ‘30) & from Place to Place, which made the case that in the years to 2030, Central and Northern England (CaNE)...
Disappointing GDP growth and high inflation have many commentators talking about stagflation. Advanced estimates from the Bureau of Economic Analysis suggest real GDP fell for a...
Keen sport watchers will have witnessed the use of ‘head-fakes’ to deceive an unsuspecting opponent. Indeed, the phrase is used generally to describe not only using a fake move...
The Bank of England (BoE) projects the UK will 'enter recession from Q4'. I will only accept we are heading into recession if the OBR says so when it next updates us in...