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Economy
My views on economic policy and the financial sector.

 
Golden rules 
Labour is determined to show it cares about sound public finances. But to sustain its programme in government, it must show its vision for the future too.
The return of Mr Micawber: lessons of the Autumn Statement 
The scope for government economic policy has narrowed, but something has to change.
Government, gilts and growth: the Bank of England's dilemma
Government needs to say will reverse or postpone tax cuts if OBR says not sustainable. Bank of England should improve its communications.
Chaos and credibility
Why the Bank had to restore order.
Getting a grip - why Labour's own growth plans must be radical 
Labour has to challenge conventional wisdom to promote economic growth that benefits everyone - otherwise our public services will continue to deteriorate.
What will be the impact of the price cap on the economy? 
What matters most is our economy's productive potential. We don't usually get something for nothing.
Inflation and UK economic policy: some (obvious?) things to expect
A sketch of where we are following recent data. Some investment and ESG questions.
Inflation, the Bank, and the government 
The Bank of England's outlook in its August Monetary Policy Report was one of doom and gloom. It should ensure it is not captured by dated orthodoxy but ultimately government should act on cost of living crisis.