News: 13 November 2023
Inflation will be front and centre again this week with the US CPI release on Tuesday and the UK print on Wednesday. Consensus expectations are that the US headline number will come in at 3.3%.
News: 06 November 2023
This year has been all about pairs, two sets of pairs in particular – inflation and interest rates, and AI and the Magnificent 7. Today we focus on the latter pair. AI has been a hyped theme and will inevitably do great things for our society when it is used properly. We just have to get through some ups and downs first.
News: 30 October 2023
Whether it is governments or football teams, debt has become something of a dirty word, but is a key driver of economic growth. In the US, all categories of debt have increased markedly since 2008 in nominal terms but overall debt levels have stayed about the same as a percentage of GDP.
News: 23 October 2023
News: 17 October 2023
News: 10 October 2023
News: 03 October 2023
Monday 2nd October 2023. The start of a new week, a new month and a new quarter. It is a typically warm and dank autumnal morning here in Cornwall: one of those heavy mizzles that registers no rainfall, but which soaks everything. It is reassuringly familiar territory.
News: 26 September 2023
It is only a few weeks since we predicted the ditching of the 2030 target for electric and hybrid car sales, so that announcement comes as no surprise to us. Mr Sunak’s green credentials have long appeared to us as, may we say, weak.
News: 19 September 2023
News: 14 September 2023
There are surely no three words less likely to engage a reader’s attention than “the Federal Reserve”. The mere mention of the world’s premier central bank is enough to induce an oddly simultaneous shudder and yawn. But please bear with me.
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