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UK Economy

  • Politics, Housing, UK Debt, UK Healthcare, Political risk, UK, Economy, Democracy,
    June 22, 2026

    Après Starmer, le rain-shower…?

    Poor old Sir Keir Starmer. Wrong man in the wrong job. So much hope now squandered. But its important not to over-think or over-worry what comes next. In Gilts there is truth and the 10-year yield is still south of 5%. Andy Burnham needs to prove himself a leader and demonstrate ideas and action. Is that too much to ask?

    read more
  • UK Debt, Financial Crisis, European Sovereign Credit, UK, Fiscal & Monetary Policy, Sterling Crisis, Government Policy,
    August 27, 2025

    The UK and IMF – Speculative Hype Presented as Irrefutable Fact

    The UK’s Torygraph Newspaper excelled itself over the weekend, publishing claims the UK is bust and seeking an IMF bailout. Their readership loved it as proof positive the UK is doomed and how terrible the new government is. It undermined the Gilts market, and raised substantial global investor fears over the investibility of the UK. The story was utterly unfounded.

    read more
  • Brexit, EU, Politics, UK, Economy, Government,
    May 20, 2025

    Finally the UK gets a Brexit deal – Rejoice!

    The UK and Europe have signed a framework deal which should prove massively positive for both economies. It resets the UK’s place as a financial and politically sovereign nation close to the heart of Europe. That’s what Brexit always should have been – it’s going to trigger growth because it will boost CONFIDENCE!

    read more
  • UK, EU, Politics, Brexit, Capitalism, Economy, India, Europe, China, Russia, G20,
    November 19, 2024

    The UK is Piggy-in-the-Middle in the Game of Global Trade and Geopolitics

    The UK is in danger of becoming the unloved Piggy-in-the-Middle in terms of new global trade and geopolitical alliances. While China and the US place the pieces on the board, the value of Airstrip 1 is unclear. We have chosen where we now lie. We have chosen badly.

    read more
  • Government, Political risk, Politics, UK, NHS,
    April 17, 2024

    The UK – An Omnishambles of Unsurpassing Complexity

    The UK faces multiple economic problems – all of which may be individually solved with considerable effort, but collectively look a clusterf*ck of monumental proportions. When it takes office, Labour will be given 100 days to solve them all. Who would want to be an MP?

    read more
  • UK Debt, Political risk, Politics, Brexit, UK, Capitalism, Economy, Democracy,
    April 2, 2024

    God Save the Tories – No One Else Will

    Labour will win the coming election – if they don’t do anything stupid. Tory MP’s futures look bleak after their singularly unsuccessful 14 years in power. Such is politics: voters send failed politicians packing. It’s called democracy. Understanding why the Tories will lose is key to the effect on the UK's outlook.

    read more
  • Businesses, UK, Capitalism,
    March 7, 2023

    Aston Martin and the UK – Who Are We Kidding?

    Aston Martin’s extraordinary rally on the back of a F1 podium place squeezed out the shorts as fans backed their belief by buying the stock. The reality for the UK is bleaker – the UK budget next week (March 15) will do little to inspire global enthusiasm for the decaying economy. The UK needs something visionary and new!

    read more
  • Brexit, UK,
    January 18, 2023

    Time for the UK to get honest about the crisis.

    The UK stock market hit a new high yesterday! And its all due to Brexit – apparently? Sometimes we bet on red and it comes up black. As long as the UK remains delusional about making a bad call, the nation will continue to underperform and sink down the league tables. We could make national honesty a strength!.

    read more
  • Financial Crisis, Brexit, UK, Economy,
    October 20, 2022

    There is a Canker in Britain that has seized the minds of Government. Time to remove it.

    Something is rotten in the state… A deep rooted canker underlies the current crisis. Removing it will give the UK a real chance at some kind of Brexit Bonus, Growth and Prosperity. But we have to change, and change utterly.

    read more
  • Politics, UK, Capitalism, Government Policy,
    September 21, 2022

    The New Truss Trickle-Down Economic Plan Won’t Work, But Might Boost Markets

    The new Truss/Kwarteng grand plan to create a UK High Growth High Wage economy boils down to trickle-down economics, which simply don’t work. They won’t restore the economy, but they may, perversely, boost markets.

    read more
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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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