What Nvidia investors and central bankers can both learn from Keynes
To John Maynard Keynes, the sequence of economic growth and contraction go together like a horse and carriage.
To John Maynard Keynes, the sequence of economic growth and contraction go together like a horse and carriage.
With industrial policy back in vogue, policymakers have much to learn from the past.
Government bond yields have risen sharply in line with central bank rates but yield curves are falling. Something doesn’t add up.
Britain is firmly out of recession. But we shouldn’t settle for an economy that merely bumps along on the nursery slopes of positive GDP.
Inflation could be better fought by trying to boost supply rather than by constraining demand.
Neil and Jonathan discuss the legacy of economist Michael Jensen, with private equity expert, Peter Morris.
On this side of the Atlantic, there is a very real threat of knock-on effects.
One of the key Thatcherite mistakes was to break the national monopolies into too many smaller groups.
The mild recession that hit the UK in the second half of 2023 is probably over.
Subscribe to Reaction and receive unlimited access to the site, our daily email with analysis every evening and invites to online events.
© Copyright 2024 Reaction Digital Media Limited – All Rights Reserved. Registered Company in England & Wales – Company Number: 10166531.