Our director Ewen Stewart had the great honour of giving the Adam Smith Lecture at Pembroke College Cambridge on Tuesday 13th November and spoke on the subject of 'The Abolition of Risk.
Our Director, Ewen Stewart has been invited to speak at the Bruges Group Conference 'Brexit, or Bust' on 10th November.v He will examine the UK's global trade balance and in particular the relationship with the EU and how it might evolve post BREXIT. If you would be interested in attending please contact us directly.
Yesterdays budget was politically reasonably astute, while being economically very modestly stimulatory. In our view their is modest upside potential for UK GDP estimates in 2020 and 21 with the outlook for the consumer, in particular, improving. The underlying implications for capital markets are pretty modest but the Chancellor retains firepower of perhaps between 0.7-1% GDP for further fiscal stimulus if required. If you would like a copy of the note please contact us.
Ewen Stewart, Walbrook Economics was interviewed by Vox Markets on the implications of the financial crisis. A link to the podcast is below.
Walbrook have co-authored, for SBUK, an in-depth analysis into the Scottish Economy particularity relating to constitutional change. The paper examines currency, regulatory, fiscal, trade and public spending issues relating to possible independence. Please contact us for a copy of the paper.