Good to be back on BBC Radio 4’s The World at One discussing the UK’s growth prospects, why it’s important, the dangers of being caught in a debt trap, and what can be learnt from Japan and the US. Listen back here - 17:25-22:27 minutes.

I joined David Buik and Michael Wilson to discuss the Autumn Statement. Listen here.

It was good being back on Sky to discuss today's GDP figures and the upcoming Autumn Statement. My analysis on the latter can also be read here. Watch my interview (02:26-08:00 minutes) below. https://www.youtube.com/watch?v=mdoX6aLK38w

This was first published on Netwealth - 26 October 2023 Bond yields continue to be the centre of market attention. As is often the case with large and long-drawn-out market moves there are a combination of factors at play. After being a safe haven during the pandemic, the last few years have seen...

This was first published on Netwealth - 19 October 2023 Today, Thursday October 19th, is the 36th anniversary of what became known as ‘Black Monday’. On this day in 1987 stock markets around the world crashed. The Dow Jones fell 22.6% in one day and London’s FTSE 100 shed one fifth of its value...

It was good to be back on Broadcasting House reviewing the Sunday papers, as well as discussing some policy questions facing the UK. Listen back here (from 47:47 minutes).

This was first published on Netwealth - 06 October 2023 The end of cheap money has already triggered significant financial and economic challenges. More are likely. The financial market turbulence of recent weeks is evidence of this. The current market focus is on the rise in long-term bond...

This was first published on Netwealth - 28 September 2023 The pound has weakened recently. The change in market expectations that UK interest rates will peak at a lower level than previously expected has had the predictable impact on sterling that many (including ourselves) thought it would. UK...

This was first published on Netwealth - 21 September 2023 The unintended consequences of aggressive monetary policy tightening in western economies continues to be a concern, both for the economic and financial market outlook. The speed and scale at which interest rates and bond yields have risen...

This was first published on Netwealth - 14 September 2023 Oil prices have risen significantly in recent weeks. This is a double whammy for Western economies like the UK. It squeezes spending power and adds to costs at a time when growth is sluggish, and it pushes inflation up again, perhaps...