Thoughts – Insights

"The Week That Will Be" - 22nd May 2022

1. Sue Gray Finally, this week the apparently unredacted Sue Gray report into Downing Street parties should see the light of day, replete with drunken photographs that demonstrate a culture of unfettered hedonism by the untouchable unmentionables. Or at least that’s how those already dismayed by Boris Johnson’s leadership, or lack of it, will see…

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"The Week That Will Be (" - 15th May 2022)

1. The Fed Jerome Powell can breathe a sigh of relief. Nearly six months after he was re-nominated for a second term, he has finally passed his Senate confirmation vote. Acting as well as talking tough on inflation has served him well. He told the WSJ journalist Nick Timiraos during research for the latter’s 

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"The Week That Will Be (" - 8th May 2022)

1. Inflation Once again it’s the Chinese inflation numbers on Wednesday that matter more than the US release later the same day. The rise in Chinese producer prices has moderated over the past few months but it is difficult to imagine that will persist given the extent of Chinese lockdowns. Not that the US number really matters…

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"UK Local Elections – Update" - 1

As expected, it’s not been a good night for the Conservatives in London, particularly with the loss of three totemic councils Wandsworth – a resounding Labour win, +8 councillors Westminster – at the worse end of expectations, given the Conservatives had 41 councillors to Labour’s 19 going into this election, the Tories

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"UK Local Elections"

++ The local elections are not the much-vaunted bellwether of national opinion that the media might hope they are. But a combination of low turnout, favourable baseline comparisons and redrawn boundaries will ensure they contain enough nuggets to please both Boris-backers and Boris-sackers. ++ The Baseline: 2018 vs 2022 Most of the seats up for…

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