TK thoughts

UK Fiscal Risks and the Budget

Could there be a Gilt market blowup?

Sep 29 • 

TK

1

April 2025

Briefly on Tariffs

The tariffs announced, should they go into effect, may well be the single most destructive economic policy decision ever taken.

Apr 6 • 

TK

4

November 2024

Inflationary risks of rising Debt and Deficits

Interest rates alone may not tame inflation

Nov 18, 2024 • 

TK

Trump 2.0 - The Case for (some) Economic Optimism

The possible negative economic consequences of Trump 2.0 are well known and well rehearsed: Extra stimulus and tariffs means more inflation and higher…

Nov 7, 2024 • 

TK

October 2024

Quickfire on the Budget

Expectations are hard to manage...

Oct 30, 2024 • 

TK

2

Is the UK an Inflation outlier?

Markets are starting to price in a divergence in the speed of rate cuts between the UK and other advanced economies:

Oct 2, 2024 • 

TK

2

January 2024

September 2023

What next for Inflation and Rates

And a quick look at that huge GDP revision

Sep 4, 2023 • 

TK

2

August 2023

BoE Hike and Report

Some quick thoughts...

Aug 3, 2023 • 

TK

2

July 2023

UK CPI & the fiscal risks from 'Climateflation'

UK inflation falling into line?

Jul 26, 2023 • 

TK

1

UK: An inflation outlier?

Inflation has remained higher in the UK than in any other major economy:

Jul 12, 2023 • 

TK

1

June 2023

Be sceptical of 'Greedflation'

The idea that corporate greed is driving the current bout of inflation is starting to get a lot of attention and seeping into mainstream thinking.

Jun 13, 2023 • 

TK

1