Results from the UK banking sector and the implication for the UK economy based on their large bad loan provision, implying caution on the housing market

The importance of the jobs market strength in the UK and US, and the dichotomy between the manufacturing and services sectors

The difficulty for central bankers in interpreting conflicting economic data, and the wealth effect from higher rates for older demographics driving strong consumer spending on retail and leisure

How that could potential represent a two-speed economy, and the risks of central bakers raising rates too aggressively

Why projections of rising unemployment – and the negative impact on the housing market – may be wrong,