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This week, Chris and Jim unpack a volatile run of economic data and what it means for markets, growth and household finances.
US jobs and wages:
A weaker-than-expected employment report shifts expectations for interest rates, while falling real wages raise questions about living standards.
Growth, inflation and rates:
Why resilient growth alongside renewed inflation is making the outlook harder for central banks to read.
The bond-market story:
Rising government borrowing costs, fiscal pressure and the unusual resilience of equity markets.
Financial repression explained:
How inflation and negative real interest rates can quietly reduce the burden of government debt.
Europe’s fiscal fault lines:
Why debt dynamics look different across the US, UK, France and the eurozone.
A brighter UK outlook:
Improved growth data, the role of AI investment and whether confidence could help sustain momentum.
Ireland ahead of the budget:
Labour-market signals, consumer spending, tax receipts and the changing car market.
Electric vehicles and China:
The rapid rise of EVs, used-car imports, Chinese manufacturing and the battery race.
Wider political risks:
Reflections on Northern Ireland, US political rhetoric and escalating threats around Ukraine.