Category Government

Half Time Score – how is 2023 likely to shape up for markets?

Markets have been far more positive than expected in 2023 – thus far. There is still much uncertainty out there, but what is the market missing? I have two particular under-played threats to watch – corporate debt and social unrest.

Thames Water – The Straw that broke the UK’s back?

The Thames Water debacle is shaping up to be a critical “Judder” moment for the UK. Public utility privatisations decades ago have left a legacy of underinvestment and broken services. The bills will be enormous – and crippling - creating a potential investment crisis.

The Phillips Curve – Just How Inappropriate a Economic Tool Is It?

Phillips Curve economics calls for higher unemployment to calm inflation. Great plan says The Bank and Chancellor while consigning millions of UK citizens to penury. We need something better than wrecking lives and the economy.

Note to Sir Keir Starmer: Clarkson’s Farm and the Hamble Quarry demonstrate how Bureaucracy is killing UK Growth

Labour Leader Keir Starmer has announced growth is a core mission for the next UK government. He should look how Clarkson’s Diddley Squat Farm and the threat to obliterate my village of Hamble with a wholly unnecessary gravel quarry demonstrate how the UK’s local planning and over-regulation stifles growth, hope, and expectations. The process isn’t fit for any purpose. Bureaucrats have anything but the interests of local people in mind. Big money walks all over them.

Football, Recession, Stocks and Nations – so much to look forward to!

Christmas is coming, but plenty still to think about in terms of markets; from the lessons on Covid re-opening in China, what Tesla’s shareprice tells about the resurgence of common sense, and the prospects of 2 years of dither into the very necessary general election the UK needs to move forward!