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The UK Supply Side Is Healing
The 5.2% Unemployment Rate Completely Misses The Point
Feb 18
•
James
3
2
1
What Would Andy Burnham Do As PM: Part 3
A Dive Into Policy Ideas As The King Of The North’s Chances Of Leadership Fade
Feb 16
•
James
1
UK Economy 2% Smaller Due To Excess Savings
Outperformance Expected As The Savings Ratio Falls?
Feb 13
•
James
2
1
How To Play A Labour Leadership Election
Gilts & Sterling When Starmer Resigns
Feb 9
•
James
5
2
2
Bearish EURGBP On The Balance Of Risks
UK Rates Will Struggle To Fall & Eurozone Rates Will Struggle To Rise
Feb 6
•
James
5
5
1
What Would Andy Burnham Do As PM: Part 2
Business-Friendly Socialism, Fiscal Policy, Devolution, & Industrial Policy
Feb 3
•
James
4
1
What Would Andy Burnham Do As PM: Part 1
How The King Of The North Will Take The Iron Throne
Feb 1
•
James
4
1
January 2026
Essential Reading From January 26
All The Good Macro I Read In January 2026
Jan 29
•
James
4
Bearish Dollar?
Dollar To Go Up (a little) Or Down (a lot)
Jan 27
•
James
4
4
2
Interest Rates Don’t Matter?
Corporate Profits Drive Investment, Not Financing Costs
Jan 26
•
James
4
1
Why Might Productivity Be Surging?
Cost Pressures Make Firms Do More With Less
Jan 23
•
James
7
2
Tariffs + Greenland + Midterms = ?
I don’t Understand This 4D Chess Play
Jan 21
•
James
5
6
2
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