Iran Nuclear | Microsoft AI | Dodgy Dave & SpokesBots
Iran pulling nuclear card. Microsoft launches new video auto-generative AI tool
BoE MPC | No pain, no gain
Political pressure on central bank monetary policy committee increases as Bank of England fails to bring inflation back under control
BoE independence | Elon-Zuck cage fight
As UK inflation remains stubbornly high above the BoE’s 2% target questions arise over the central bank’s independence. We see Zuck as favorite to beat Elon in a cage fight
JPM on FX/rates | STIs | Wilson psychodrama
JP Morgan analysts quantify the expected impact of the backlog of US Treasury and T-Bill issuance on markets. The maths and Game Theory behind the UK’s rising cases of sexual transmitted infections.
UK/EU: Brexit tensions return – Next steps
Following remarks by UK Minister of State Lord Frost in Lisbon today, EU Commissioner Maros Sefcovic will on 13 October unveil proposals to simplify the operation of the Northern Ireland protocol. The EU will offer that items of cultural importance and unlikely to be sent on to t… Become a member to read the […]
UK: After conference season, the policy work begins
It is important not to read too much into the annual gatherings of the party faithful. However, the Conservative conference reflected that PM Boris Johnson is very much in control of his party. No serious cabinet or backbench rebellions followed even from controversial moves such… Become a member to read the rest of this […]
UK: Reasons, prospects, and implications of the fuel crisis
The UK has experienced an extraordinary petrol crisis in recent days, initially caused by a shortage of Heavy Goods Vehicle (HGV) drivers. None of the government’s measures are guaranteed to bring in enough drivers in the next week or two, although some may help in the nex… Become a member to read the rest […]
UK: Electoral politics driving supply chain disruptions
The UK has once more extended the grace periods for border checks in the Irish Sea – this time, however, accepted by the EU. While this will mean more time for both sides to find solutions, hopes for a renegotiation of the Northern Ireland protocol remain unrealistic. As discusse… Become a member to read […]
UK: Government wins on social care in parliament but loses in opinion polls
PM Boris Johnson this week managed to get parliamentary approval for a package to tackle Covid healthcare backlogs and improve social care funding. GBP 12bn annually in extra taxation will be raised via a 1.25 percentage point increase in national insurance contributions (… Become a member to read the rest of this article
UK: A test case for the downside risks of vaccination success
UK pandemic politics point to the downside risks that might be associated with a quick vaccine roll-out. The UK has been faster, more efficient, and the vaccine has been accepted by a larger share of the population than in almost any other developed country apart from Isra… Become a member to read the rest […]