This year’s reading list is actually a reading and listening list. The six artic…
UK - new government, new policies, old problems
Britain’s new government has big ambitions for the UK economy. It wants to make…
The rally in global equities that started in late 2022 has gathered pace this ye…
As inflation has fallen so central banks have started to reduce interest rates.…
While equity indices power ahead, the global supply of equities is shrinking. Th…
Industrial policy - what works, what doesn’t
Industrial policy is back in fashion. One thing on which US Republicans and Demo…
Europe returns to (slow) growth
Europe’s economy seems to have turned the corner. In the first quarter of this y…
Last week, the Biden administration announced that the US would impose 100% tari…