What you think about prices going up can actually affect whether they do. In a special edition of the podcast, Daniel Mahoney explains to our Global Head of Forecasting Johan Löf why that matters in the battle against inflation.

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Read Daniel's Macro Comment: How concerned should we be about elevated consumer inflation expectations?

After a spasm in gilt markets as the government appeared to ditch plans to raise income taxes, James Sproule and Daniel Mahoney take stock of the UK economy as we countdown to the November 26 budget. And with gilts in the headlines, James looks at how government bonds have performed in recent history. All in under 15 minutes.

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Our Global Head of Forecasting Johan Löf joins the pod this week to talk about the end of the US government shutdown and whether it'll affect the US economic outlook.

Plus, James Sproule and Daniel Mahoney unpick the latest MPC rates decision, and James reports on the IFS' Green Budget.

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We're expecting interest rates to be held at November's MPC meeting, but as Daniel Mahoney and James Sproule explain, its accompanying report (in a new format) will be scrutinised for clues as to when it will resume rate cuts.

Plus, is "hazy" data hiding what could be a more positive story on UK productivity? James explains his theory.

And James shares a little-discussed driver of house prices.

All in under 15 minutes.

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Inflation beat expectations last week - good news for the chancellor, but has it changed the outlook for interest rates?

And could changes to council tax be in the pipeline as Rachel Reeves considers which economic levers she can activate to move the economy up a gear.

Plus, how are UK housebuilding targets looking?

James Sproule and Daniel Mahoney wrap up the key economic news in under 15 minutes.

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The IMF delivered a "could do better" report on the UK economy. James Sproule and Daniel Mahoney look at what it said and why. And James reveals why the spreads on some corporate bonds are causing concerns about the global economy.

Plus, as we near the autumn budget, James explains some of Chancellor Rachel Reeves' options.

What do you think will be in the budget? Why not leave us a comment where you're listening?

🪙 When James Sproule was growing up, gold was $35 per ounce. Today it's more than $4,000 per ounce. On the podcast this week we look at what's driving the surge in the price of gold and other precious metals.

Plus, James and Daniel Mahoney ask what could happen to the global economy if a potential AI stocks bubble pops.

Let us know what you think in the comments.

James Sproule is joined by our Global Head of Forecasting, Johan Löf to unpick how the shock resignation of France's latest prime minister is being felt by markets. Plus, could the UK's pipeline of new homes be hit by rising costs?

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This week James and Dan round up the latest UK data - does it change their outlook for the economy?

Plus, could changing attitudes to technology help UK productivity growth?

All in under 15 minutes.

What do you think? Drop us a comment wherever you're listening.

The Bank of England rates decision wasn't the biggest story to come out of last week's MPC meeting. Dan and James unpack the news on quantitative tightening and explain why it matters.

Plus, house prices in England are on paper more affordable than they were in 2022 but James explains why he thinks that's not the full picture.

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