The Two Weeks That Will Be (12th November 2023)

1. UK

++ The UK government reshuffle is ongoing and we will send you a separate analysis as soon as it is complete ++
We are entering a key fortnight for the occupants of both Threadneedle Street and Downing Street. Unemployment comes out Tuesday, Inflation on Wednesday, Retail Sales Friday and then the Autumn Statement on Wednesday 22 November.

The trouble is that none of those data points settles the issues bedevilling the UK political economy.


  • The ONS is struggling to produce reliable data on . . .

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