
A sceptical take on economics, policy and markets
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 50 | Founded | 6 years ago | Last Issue | 14 days ago |
| Active | |||||

The comparisons are inevitable. Soaring technology valuations, unprecedented capital spending on data centres and AI infrastructure, widespread conviction that a transformative technology will reshape the economy. To many observers, the par...
Regular readers of this blog may feel a sense of déjà vu. Over the past few years, I have written extensively about energy, arguing that it deserves a far more prominent place in our understanding of economic performance than it typically r...
By now, most investors already understand the broad AI story. They can recite the hyperscaler capex numbers from memory. They know Nvidia’s revenues are exploding. They understand the extraordinary scale of investment flowing into data cent...
The local elections have delivered a sharp political warning to Labour. But the more important signal may not be coming from council chambers. It may be coming from the gilt market.
Labour’s heavy losses overnight have intensified scrutiny...
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The writers behind this newsletter.
Professional economist with over 25 years of experience advising colleagues and clients and with award winning research contributions from accurate out-of-consensus insight.
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