If you don’t want to know the future, look away now
25th October 2020 by

Next week, I will publish my annual Budget Outlook, covering the 2021-2023 period. It will highlight...

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What will happen if President Trump loses the election?
4th October 2020 by

I spent from September 2015 onwards, during the last US Presidential election, trying to explain why...

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“They may ring their bells now, before long they will be wringing their hands”
15th March 2020 by

The wisdom of Sir Robert Walpole, the UK’s first premier, seems the only possible response to ...

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UK election offers voters no middle ground in December
3rd November 2019 by

Pity the poor UK voters as they prepare to vote in probably the most critical election of their live...

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China’s renminbi and the global ring of fire
1st September 2019 by

China’s property bubble puts it at the epicentre of the ring of fire © Reuters  China’s de...

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Resilience amidst headwinds is key for H2
30th June 2019 by

Resilience is set to become the key issue as we look forward to H2, as I note in a new analysis for ...

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Europe’s auto sector suffers as Dieselgate and China’s downturn hit sales
16th June 2019 by

Trade wars, Dieselgate and recession risk are having a major impact on the European auto industry, a...

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D-Day commemorations mark end of a political era
9th June 2019 by

Last week, 95 year-old Harry Read repeated the jump that he and his fellow parachutists had made as ...

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Recession risk rises as Iran tensions and US-China trade war build
26th May 2019 by

Oil markets are once again uneasily balanced between two completely different outcomes – and o...

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US-China trade war confirms political risk is now a key factor for companies and the economy
12th May 2019 by

There are few real surprises in life, and President Trump’s decision to launch a full-scale tr...

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