News

The real economic challenges facing the UK

We have published the first note, in a proposed series of 4 looking at the key economic challenges facing the UK. This note looks at the longer term fiscal pressures and looks at the impact on the deficit under differing scenarios. Our key conclusions remain that, while capital markets are not currently focused on this issue, substantial imbalances remain and should growth slow the fiscal deficit could come back and bite hard.

Walbrook at Bruges Group Conference

Walbrook to part in a debate with Jim Mellon and Tim Congdon CBE outlining the key challenges facing the UK economy. We focused on the fiscal deficit, trade post the EU and constitutional reform. A copy of our presentation is available on request.

Walbrook speaks at IEA schools conference in Hull

It was a pleasure to get the opportunity to speak to school pupils at Wyke College, Hull discussing the outlook for the UK economy with 100+ well informed A level students. The key areas of discussion included how monetary policy could safely be unwound, could the Eurozone survive without fiscal and debt union and the impact of China on the global economy.

Walbrook speaks at IEA schools conference in Hull

It was a pleasure to get the opportunity to speak to school pupils at Wyke College, Hull discussing the outlook for the UK economy with 100+ well informed A level students. The key areas of discussion included how monetary policy could safely be unwound, could the Eurozone survive without fiscal and debt union and the impact of China on the global economy.

EU's May Day

Yesterday saw Mrs May's first major speech outlining the detail on 'BREXIT means BREXIT.' The only analysis one can make is that HMG is working towards a 'hard' BREXIT outside the Single Market, ECJ, freedom of movement and significant budget payment but trying to strike a free trade deal. The paper briefly summarises the content of her speech but then examines where the pit falls lie and where the key negotiating strengths and weaknesses rest. We look at likely timelines and probabilities and the impact on capital markets.

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