News

 

 
06 October 2025

Of fiscal gaps and geese

A year ago Britain’s chancellor, Rachel Reeves, said that the £40bn of tax rises…

29 September 2025

Work in the age of AI

Fears about the impact of new technologies on jobs are age-old – and with good r…

22 September 2025

The debt doom loop

Government bonds have been a poor investment in the last five years. $100 invest…

15 September 2025

AI - not quite everywhere

AI has driven the US stock market to new highs. Now it’s driving the US economy.…

08 September 2025

What happened over the summer

The good news is that activity has held up in the face of sweeping US tariffs an…

01 September 2025

UK exceptionalism… and why it won’t last

Which has been the fastest-growing country in the group of seven major industria…

26 August 2025

Peak oil, cheap oil

Oil is trading at close to its lowest price since 2021 at $67 a barrel, down fro…

18 August 2025

UK housing, a snapshot

We have been pondering the forces at work in the UK housing market. Here are six…