The interaction of economics, politics and capital markets
NEWS
Can we look forward to a normal year?
Published Paper - Copy available on request
January 2023
We have published an article
December 2022
The UK growth problem looks structural
Published Paper - Copy available on request
December 2022
We have published an article
We face the greatest crisis of our lives; Hunt's autumn statement makes it worse
November 2022
UK Budget - The OBR indulges in some magical thinking
Published Paper - Copy available on request
November 2022
We have published an article
Our public sector numbers are out of control
September 2022
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Will Unorthodox Economics Trump Unorthodox Economics?
Published Paper - Copy available on request
September 2022
The Consumer - Is it really that grim?
Published Paper - Copy available on request
July 2022
Energy Spike - Implications and the longer term outlook
Published Paper - Copy available on request
June 2022
The Economic and Geopolitical Consequences of War
Published Paper - Copy available on request
May 2022
We have published an article
Are we underestimating the inflation tiger?
April 2022
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We have published an article
The Chancellor tinkers at the margin – leaving significant economic stress ahead
March 2022
We have published an article
The UK’s energy crisis? Delusion and dreaming won’t keep us warm
March 2022
Ukraine and Russia - Thoughts and implications
Published Paper - Copy available on request
February 2022
We have published an article
A sense of proportion please – the real questions facing the country
February 2022
We have published an article
The UK’s pandemic restrictions – how well did the Treasury perform?
January 2022
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We have published an article
A Central Bank Digital Currency – how our personal freedoms are threatened
December 2021
We have published an article
Eventually soaring Icarus was brought back to earth – with a thud
November 2021
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The cost of care – tax and central planning is not the answer
September 2021
We have published an article
False dawn? China cannot be expected to become like the West
August 2021
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When the opportunity is so great why are we underperforming so materially?
August 2021
We have published an article
Using Brexit for good: Pt 8 The City should forget equivalence and embrace divergence
July 2021
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Using Brexit for Good: Pt 7 Breaking the Government addiction to spending
June 2021
We have published an article
Using Brexit for good: Pt 5 The risk of a rising Inflation rate
May 2021
We have published an article
Using Brexit for good: Pt 4 productivity and the public sector
May 2021
We have published an article
Using Brexit for good: Part 3 Will the attempt to level up actually level down?
May 2021
We have published an article
Using Brexit for good: Pt 1 The economic garden is far from rosy
April 2021
Urban Life
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March 2021
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We have published a paper
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The Budget – kicked the problem in the medium grass
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Copy available on request.
Urban Life
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Urban Life
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Urban Life
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February 2021
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We have published an article
Urban Life
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Urban Life
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January 2021
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We have published a paper
Will UK equities ever be in fashion?
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Copy available on request.
Urban Life
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January 2021
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We have published a paper
Brexit. The deal is done.
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Copy available on request.
Urban Life
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December 2020
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We have published a paper
An age of disunity- implications- political and economic
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Copy available on request.
Urban Life
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November 2020
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We have published an article
We need a revolution in economics to end the 20-year ratchet that got us in this mess.
Urban Life
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November 2020
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We have published a paper
UK Spending Review -jam today, what of tomorrow?
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Copy available on request.
Urban Life
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November 2020
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We have published a paper
UK economy- lockdowns and vaccine
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Copy available on request.
Urban Life
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Urban Life
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October 2020
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We have published a paper
UK Economic Outlook- a case study in disequilibrium
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Copy available on request.
Urban Life
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Urban Life
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Urban Life
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August 2020
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We have published an article
Why British negotiators must not blink at the eleventh hour.
Urban Life
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Urban Life
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August 2020
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How Britain's power paradox stranges individuality and is immune to change.
Urban Life
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Urban Life
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July 2020
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We have published an article
How does Britain vote on way but travel in a different direction?
Urban Life
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Urban Life
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July 2020
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We have published a paper
UK economy- outlook for 2021 and beyond
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Copy available on request.
Urban Life
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June 2020
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Covid-19 shows why Scotland's interests are best served remaining in the UK
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Urban Life
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May 2020
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We have published an article
Urban Life
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May 2020
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Urban Life
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May 2020
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We have published a paper
Covid-19 – Nudge in action?
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Copy available on request.
Urban Life
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15th April 2020
Telegraph article published
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The idea Brussels is helping British businesses handle coronavirus is a fairy tale
Urban Life
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​15th April 2020
Telegraph article published
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The idea Brussels is helping British businesses handle coronavirus is a fairy tale
Gals & Pals
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4th April 2020
Telegraph article published
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Coronavirus has shown the EU's fragility and that we left just in the nick of time
Lost Soles
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27th March 2020
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We have published a major presentation titled ‘Covid 19- an unprecedented challenge: Scenarios,
implications and outcomes – a copy is available on request
Running Suits
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20th March 2020
Telegraph article published
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We need a radical plan to save business from the coronavirus crisis. This could be the answer
Running Suits
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March 18th
We have published a major paper ‘Time is Suspended’ a proposal to minimise the loss to the global economic and financial system.
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A synopsis was published by the Telegraph on 20th March but the full paper is available on request.
Running Suits
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March 12th
We have published a paper ‘When the penny drops-some valuation context’ examining the financial implications of covid-19.
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A copy is available on request.
Running Suits
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March 10th
We have published a per ‘ Modelling the impact of coronavirus. Watch for the stimulus…’
A copy is available on request.
Running Suits
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March
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We have published a paper
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Covid -19- an unprecedented challenge:Scenarios, implications and outcomes
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A copy is available on request.
Running Suits
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February 19th
We have published a major paper examining UK market and sector valuations.
A copy is available on request.
Running Suits
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Running Suits
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January 12th
Our quarterly presentation is published examining the outlook for global markets and asset classes. Our core economic assumptions are updated.
A copy is available on request.
Running Suits
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13th February 2020
IEA Schools Lecture. We were delighted to speak to over 150
6th form students at Sir Thomas Rich’s School examining Fiscal and Monetary Policy in the UK.
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A copy of the talk is available on request.