4 September 2026
Briefings
What the numbers said this week
Bank Rate, CPI, the July vote and the Budget calendar.
Index
Archive
Every essay currently on the desk, newest first. Filter by word or by beat.
3 September 2026
Monetary
The hold at 3.75 per cent is a judgment about energy
Why six members held and three wanted 4 per cent.
2 September 2026
Fiscal
Debt interest is now a third spending department
£110 billion, gilt yields, and a thin autumn headroom.
1 September 2026
Labour
A cooler labour market is doing more disinflation than speeches
Vacancies, pay settlements and the inactivity scar.
29 August 2026
Housing
Rates rationed buyers. They did not conjure roofs.
Mortgage pass-through and the planning constraint.
28 August 2026
Regions
The economy as it exists outside the M25
Scotland’s fiscal framework and a Hamilton reading.
27 August 2026
Trade
World prices arrive at the dock before they arrive in the CPI
Ports, energy and the limits of industrial strategy.
26 August 2026
Prices
How an oil shock becomes a CPI print
First-round arithmetic versus second-round wages.
22 August 2026
Labour
Unemployment is not participation
The supply shock hiding behind the unemployment rate.
20 August 2026
Markets
The term premium is the message
Why long gilt yields can stay high after Bank Rate peaks.
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