UK economy at inflection point
07 Oct 2020 - Konstantinos VenetisChancellor Rishi Sunak has vowed to “balance the books”, yet pressure to keep the fiscal taps loose is unlikely to let up anytime soon. The government’s backstops have put a floor under the economy, but as the mid-year.
#Bank Of England #United Kingdom #Labour MarketConsumer Confidence Rebound Confounds the Economic Narrative
30 Sep 2020 - Steven BlitzThe rebound in consumer confidence is just one more indication that the usual narrative from high unemployment fails. To be sure, the confidence levels from the summer still project a loss for Trump (as it would for any.
#Equities #Recession #US Economy #Unemployment #Labour MarketGlobal Fractures: Big bond crash
03 Dec 2019 - Dario PerkinsDespite the recent selloff in bonds, which reflects the pricing-out of near-term recession risk, the experience of the last decade suggests yields are unlikely to rise materially without something "breaking" in global.
#Global Fractures #Globalization #Populism #Labour Market