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t.ly/gcvPQ Global interest rates: a tough time for the Fed #interestrates #Fed #BoE #ECB #tariffs #inflation

t.ly/etNGS Chart of the week: To balance its trade, the US needs to balance its books #economics #macro #tariffs #tradedeficit #fiscaldeficit

t.ly/fSARO BoE preview: An insurance cut #UKmacro #BoE #inflation

Happy fiscal friday

t.ly/USlZc UK CPI inflation: too strong for another BoE cut #UKmacro #inflation #BoE

True: the rise in inflation in April was due to a series of one off factors. Also true: underlying inflation is not falling anymore. Chart = The BoE's measure of core services prices in % yoy (excludes "indexed and volatile components, rents and foreign holidays")

t.ly/xK4Vt UK: retail therapy #UKmacro #consumer

t.ly/N1SjK UK CPI inflation: Upside surprise justifies BoE caution #UKmacro #inflation #BoE

t.ly/RnOIn BoE: price pressures may yet derail August cut #BoE #inflation #jobs #interestrates #UKmacro

t.ly/qdtH- UK retail sales: a further challenge to our no-cut BoE forecast #macro #economics #uk #retail #sales

t.ly/q3Mfx UK selloff signals that fiscal rules are not just for show #reeves #fiscal #gilts #macro #ukeconomy #ukmacro

t.ly/rB3XB UK: fresh questions over fiscal consolidation #macro #economics #uk #budget #politics

t.ly/ZVHfG UK labour market: welcome evidence that slack is weighing on pay #UKmacro #jobs #unemployment #pay

t.ly/_4PV7 UK: evidence that inflation will fade allows the BoE to press on #UKmacro #inflation #BoE #interestrates

Annual UK GDP growth rebounded to 1.4% yoy in June. *IF* thats sustained in H2, UK GDP growth would be 2022: +0.4%, 2023: +1.1%, 2024: +1.3%. Impressive amid a major tax hike. Makes me think the potential growth rate of the economy could well be higher than we worry.

t.ly/KvxDq UK: back to the 1970s? #UK #FiscalPolicy #Inflation #BoE #GBP #gilts #IMF

t.ly/__Moa UK housing: sales of rental homes cause prices to drift #UKmacro #houseprices #rents #mortgagelending

t.ly/ljbM5 Global outlook: navigating the political risks - a post-summer update #economics #macro #forecast

The UK economy has a problem with inflation, not growth

t.ly/aI242 UK: Labour cracks under pressure #UKpolitics #KierStarmer #AndyBurnham #gilts