Political risk used to be a phrase that was applied to emerging markets. Brexit has changed all that. The challenge for firms working in the changed environment is to get used to it, rather than feel paralysed by not knowing how things are going to work out. Read more here – Kitty Ussher
Here’s a link to an article for Portland, where I am chief economic adviser, on the priorities for financial services companies when they consider how to approach Brexit.
Written just as the markets were opening and the prime minister was resigning, here’s my note for Portland Communications on the Brexit result.
Here’s the link to my full round-up of the economic story from Budget 16, written for Portland
Here’s a link to an article on Huffington Post that explores some of the assumptions behind the forecasts in Budget 2016.
I was pleased to have the opportunity to contribute to the FT’s annual new year survey of economists, highlighting the risks inherent in the government’s fiscal forecasts for 2016, the unbalanced nature of the housing market and the uncertainties that will come from the EU referendum.
Here’s a link to my analysis of the spending review and Autumn Statement, written for Portland.