John Shepperd delivers economic soundbites January 2019

Given the changing current economic landscape,  our Global Economist John Shepperd talks Global Economy, UK Economy and how our investment committee work through market valuations, market sentiment and market position to deliver investment strategies in Equities, Bonds and Money.  Will we see a US recession?...

The Post-Brexit World?

John Shepperd – Butler Toll Economics Adviser Two views on how the economy might look post-Brexit – one from the Treasury and one from the Bank of England. Both long and detailed – each over 80 pages – and both out on the same day. Clearly...

The Budget 2018 – The End of Austerity?

Butler Toll's Economics Adviser, John Shepperd, gives his immediate thoughts on the 2018 Budget. The end of austerity? Perhaps, to a degree. The Government had some wiggle room to have a fiscal stimulus and used it. The room for manoeuvre came from two sources. Firstly, tax...

Bank Rate

Despite the fact that the MPC’s decision to raise Bank Rate (to ¾% from the previous ½%) was a unanimous one, it must have been a close call. The case can be made of course, and as ever the Bank’s analysis in the Monetary Policy...

Chequers Agreement – “Classic Cherry Picking”

Thoughts on the Cabinet's Brexit agreement from our global economist - John Shepperd The “Chequers Agreement”, issued after the Cabinet meeting last Friday, is a short, three-page outline of the UK’s proposed position as we head into the final stages of the tortuous Brexit negations. A...