Simon Wren-Lewis's picture
Affiliation: 
University of Oxford
Credentials: 
Professor of economics

Voting history

The “Spend Now, Tax Later” Budget

Question 3: Which of the following best characterizes the pace at which the budget addresses UK’s medium term fiscal challenges (deficit and debt)?

Answer:
Reduces deficits too rapidly
Confidence level:
Extremely confident
Comment:
Sunak has failed to learn from the US example. What should have been a budget for enhancing the recovery, greening the economy and helping those most badly hit by the pandemic. Instead it was a budget largely about reducing deficits. A clear indicator of Sunak's failure is that the OBR expect Bank interest rates to be 0.5% or less when fiscal consolidation starts. Osborne's failure is being repeated, with the only difference being a focus on tax rises rather than spending cuts.

Question 2: To what extent will the “super deduction” aide the UK’s recovery from the Covid recession?

Answer:
Moderately
Confidence level:
Confident
Comment:
It will bring investment forward, but that means less investment from year 3 of the recovery (see OBR analysis). So a large transfer of funds from the public sector to companies that mostly did well out of the pandemic, with marginal benefits.

Question 1: How will the increase in the corporate tax rate from 19% to 25% affect the UK’s international competitiveness in the medium term?

 

Answer:
Moderate damage
Confidence level:
Not confident
Comment:
But marginal compared to the damage caused by Brexit

Should We Worry About Post-Covid Inflation?

Question 2: Which of the following will be the greatest inflationary (or deflationary) force facing the UK economy?

Answer:
Public debt
Confidence level:
Not confident
Comment:
See previous answer. This is not because public debt somehow causes inflation, but because attempts to reduce debt cause deflation.

 Question 1: Which of the following scenarios is most likely to hold on average for most of the upcoming decade?

Answer:
The BoE will be unable to avoid inflation falling below its current target
Confidence level:
Not confident
Comment:
Apart from possible short term blips caused by first Brexit and then the end of the pandemic, a Conservative government may return to fiscal contraction involving spending cuts, leading to an economy with subdued inflation and requiring the Bank of England to keep rates low.

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