The government’s loss in this week’s by-election may raise the chances of looser fiscal policy than otherwise, higher gilt yields than otherwise and a lower pound than otherwise. Meanwhile, the risks to our unemployment rate forecasts lie on the upside. And, on a more positive note, we still believe AI will be a boon for the UK economy rather than lead to doom.
We're hosting a 20-minute online briefing at 3pm GMT on Tuesday 2nd March to answer your questions on what the Chancellor's Fiscal Statement means for the politics, the economy and the financial markets. (Register here.)
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