“It’s the economy, stupid” – Conservative party edition
“It’s the economy, stupid” – Conservative party edition
With exactly one year to go until the next General Election, political parties are sharpening their messaging and, not surprisingly the focus […]
Read moreSterling strength – Understanding the impacts
Sterling strength – Understanding the impacts
It’s the question I always get from members, but I absolutely hate forecasting exchange rates. It’s a mugs game and I’m terrible […]
Read more“Re-domicile for tax purposes” vs “Reshore for investment purposes”
“Re-domicile for tax purposes” vs “Reshore for investment purposes”
The leader in the FT today on the Pfizer bid for AstraZeneca has thrown up on of those amazing examples of corporate-finance […]
Read moreBank of England: The view on the ground
Bank of England: The view on the ground
While economists (including me!) make a living reading the tea leaves in the steady drip of economic data, most of the information […]
Read moreJobs, but what kind?
Jobs, but what kind?
The ever interesting ONS Monthly Economic Review was released yesterday, and alongside some detail on why productivity remains low (job creation in […]
Read moreDefence most at risk from new Spending Cuts?
Defence most at risk from new Spending Cuts?
The FT leader this morning highlights the need for clarity around the next wave (ie post-election) spending cuts. The FT’s key concern […]
Read moreUS & UK labour market flexibility
US & UK labour market flexibility
The FT’s Robin Harding and Sarah O’Conner take a look at the US and UK labour markets in the FT today, noting […]
Read moreBudget 2014: Not the right type of growth
Budget 2014: Not the right type of growth
Yesterday’s Budget was always going to be an awkward mix between political positioning, policy ‘rabbits’ and economic finessing. Yet despite the good […]
Read moreBudget 2014: Underwhelming exports
Budget 2014: Underwhelming exports
Despite the rhetoric on supporting exports and the Government’s objective of doubling exports, the OBR’s new forecasts provide a rather bleak outlook. […]
Read moreBudget 2014: Boost to Business Investment?
Budget 2014: Boost to Business Investment?
One of ADS’ key concerns heading in to yesterday’s Budget was that the Government couldn’t take the recovery in Business Investment for […]
Read moreBudget 2014: More household debt, less savings
Budget 2014: More household debt, less savings
In its assessment of the economic health of the UK, the OBR has flagged up likely trends for consumers that should make […]
Read moreBudget 2014: The good, the bad & the ugly
Budget 2014: The good, the bad & the ugly
So, a quick overview of the Budget implications from a helicopter view point: The good: Significant support for investment (increasing AIA to […]
Read moreShortage of Engineering Skills
Shortage of Engineering Skills
A couple of weeks ago, an industry colleague challenged me, saying ‘Everyone bangs on about a skills shortage, but where’s the evidence?’ […]
Read moreMexico: Future Aerospace powerhouse?
Mexico: Future Aerospace powerhouse?
Today’s release of the ‘ADS Global Aerospace Outlook 2014’ identifies Mexico as one of 9 priority countries that the UK aerospace industry […]
Read moreSterling strength
Sterling strength
Yesterday, I blogged on the changes to monetary policy announced by Mark Carney, the governor of the Bank of England. The markets […]
Read more