1. (Work in progress) – recent UK economic history from a national accounts perspective. A meta-thread. History, not forecasts. Will try to update reasonably regularly.
2. In which I set the scene and take a look at what’s driven growth since 2010, from net trade in 2011, to the investment surge in 2014 to the household spending slowdown in 2017 & 2018.
3. In which I take a closer look at what was behind the big household spending growth slowdown in 2017 & 2018.
4. In which I take a look at what’s happened with business investment. And make grumpy comments about the prevailing consensus that it’s only been an uncertainty thing.
5. In which I turn to net trade & its contributions to economic growth, looking at how it helped stave off recession in 2011 and the new (& old!) patterns that have emerged since
6. In which I take a look at one of the big reasons behind the temporary economic growth surge in 2013 & 2014. UK housing market policy stimulus & counter-stimulus.
