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Category: Blog

DISTURBING MESSAGES IN THE US GDP DATA

11 May 2022 peterwarburton

At a time when the financial markets were fixated on the prospect – soon to be reality – of a…

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ANATOMY OF A RETAIL RECESSION

25 April 2022 peterwarburton

The UK consumer made a spirited recovery after its cardiac arrest in March 2020, and survived another serious relapse in…

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THE LAST ROARS OF THE PAPER TIGER FED

7 April 2022 peterwarburton

The air is thick with threats from members of the Federal Open Market Committee and regional Fed presidents of interest…

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THE END OF CHEAP FOOD

14 March 2022 peterwarburton

The Russian bombardment is, first and foremost, a tragedy for the population of Ukraine. But a significant secondary consideration is…

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UK PRODUCTIVITY – EVEN WORSE THAN IT LOOKS

24 February 2022 peterwarburton

Chancellor Rishi Sunak’s 2022 Mais Lecture, like many before it, has highlighted the UK’s productivity challenge. Regrettably, that challenge is…

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THE UK ECONOMY STILL HAS A HILL TO CLIMB

7 February 2022 peterwarburton

Following the publication in the Sunday Times of David Smith’s annual league table of forecasts of the UK economy for…

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WHEN CREDIT CONDITIONS TIGHTEN

26 January 2022 peterwarburton

2022 may not be the year of materially higher official short-term interest rates, but we can confidently predict that it…

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GLOBAL INFLATION HITS 5%!

13 January 2022 peterwarburton

Peter Warburton – January 13, 2022 While the 7 per cent headline rate of US CPI for December is headline…

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HAS THE UK PRICE RESET REVOLUTION BEGUN?

20 December 2021 peterwarburton

Peter Warburton – December 20, 2021 Last week, the Bank of England’s Monetary Policy Committee caused a stir in the…

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THE INCREDIBLE CAPEX BOOM

22 November 2021 peterwarburton

Peter Warburton – November 22, 2021 Global corporate capital expenditure (or capex) will soar by 13 per cent this year,…

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