A miss, a hike and some caveats: The inflation miss should not be overplayed - rates are almost certainly near their peak.

A miss, a hike and some caveats

Five Budget Takeaways: What caught my attention

Five Budget Takeaways: What caught my attention

The Politics of Growth: Being in favour of economic growth is easy. It is also empty.

The Politics of Growth: Being in favour of economic growth is easy. It is also empty.

How bad will it be?: The OBR and the BOE foresee very different recessions. The key difference is household savings.

How bad will it be?: The OBR and the BOE foresee very different recessions. The key difference is household savings.

Five Autumn Statement Takeaways : A horrible squeeze, a disagreement on monetary policy & a Gordon Brown-type fiscal approach

Five Autumn Statement Takeaways : A horrible squeeze, a disagreement on monetary policy & a Gordon Brown-type fiscal approach

Learning the wrong lessons : The UK macro-policy mix looks awful. Again.

Overcompensating and Fiscal Fudges: From one extreme to another.

Credibility problems: The UK macro mess

That Was The Week That Was: Reflections on a very long week

Thoughts on the fallout: Scattered post-budget reflections

The not very 'mini' budget: Inflation, gilts and gambling

Fiscal rules & fiscal vibes. : When it comes to fiscal credibility, vibes matter.

The energy bailout: The economics, the politics and the market reaction

What's in the price?: In 2007-09, financial developments drove the economic cycle. This time they are reacting to it.

The Bank's mistake: The case for more aggressive tightening would be stronger if headline inflation was lower.

A series of unfortunate fiscal events: Economics means more direct fiscal support for paying bills is needed. Politics has put wider tax cuts on the table.

In the Bleak Midwinter : Energy prices no longer contain any useful information.

Value Added Round Up: Inflation, good/bad job market news, whither the OBR?

Energy prices, economic war and maintaining domestic support. : The IMF is broadly right on the economics of European energy policy. It is wrong on the political economy.

Five Takeaways from the Bank: An awful outlook but don't forget fiscal policy.