Philip Pilkington

Philip Pilkington is a macroeconomist and investment professional, and the author of The Reformation in Economics

Germany’s leaders are in denial about the economy The collapse of Olaf Scholz's coalition was a long time coming

Philip Pilkington

12 Nov 2024

Labour’s farm tax threatens national security UK defence is tied to prioritising agriculture

Philip Pilkington

06 Nov 2024

Middle East war could cause a global inflation crisis Declining oil production will have disastrous consequences

Philip Pilkington

14 Oct 2024

Blame Labour policies for fuelling populism Liam Byrne wants more wealth taxes to stop the rise of Reform UK

Philip Pilkington

07 Oct 2024

War in Lebanon could spark another European migration crisis Large numbers of refugees are already arriving at the Syrian border

Philip Pilkington

30 Sep 2024

Rachel Reeves serves up austerity by another name The Chancellor's conference speech attempted to deflect from Government failings

Philip Pilkington

23 Sep 2024

Is Labour’s assisted dying plan a way to balance the books? With a strain on resources, the UK could fall into a similar trap to Canada

Philip Pilkington

17 Sep 2024

Prepare for more immigration as Britain’s debt soars A new OBR report paints a grim future for the UK

Philip Pilkington

13 Sep 2024

Keir Starmer channels Margaret Thatcher over public cuts Labour's measures may go further than previous Tory governments

Philip Pilkington

10 Sep 2024

Russia’s Pokrovsk advance could be pivotal in the war If Ukraine loses the key transport hub, its whole front line may fall

Philip Pilkington

02 Sep 2024

Telegram CEO arrest will drive entrepreneurs out of Europe France's targeting of Pavel Durov bodes ill for other communication platforms

Philip Pilkington

26 Aug 2024

Record gold prices leave West scrambling Precious-metal purchases are a response to a shaky dollar

Philip Pilkington

21 Aug 2024

Is nuclear power the aim of Ukraine’s Kursk raid? Kyiv is desperately looking for leverage ahead of any future negotiations with Moscow

Philip Pilkington

13 Aug 2024

Is stock market fall anticipating a US recession? Asian sell-offs are spreading into Western economies

Philip Pilkington

05 Aug 2024

Rachel Reeves is bringing back austerity Talk of fiscal 'black holes' fails to address how Britain went bankrupt in the first place

Philip Pilkington

29 Jul 2024

Trump presidency will expose Germany’s economic failure US tariffs are set to fuel the country's deindustrialisation

Philip Pilkington

23 Jul 2024

Has private equity become a Ponzi scheme? Funds risk causing another 2008-style crash

Philip Pilkington

16 Jul 2024

Labour’s economic project will drive Britons abroad Don't expect Keir Starmer to rejuvenate the City

Philip Pilkington

11 Jul 2024

BlackRock buyout exemplifies Britain’s American surrender US firms are buying up British businesses

Philip Pilkington

02 Jul 2024

Why is the Bank of England interfering in French politics? The central bank warned that an RN victory would negatively impact Britain

Philip Pilkington

28 Jun 2024

Milei’s anti-inflation drive pushes Argentina towards Brics Economic collapse could prompt a distancing from the West

Philip Pilkington

18 Jun 2024

A commercial property crisis could sink Joe Biden Government spending is propping up the market — but how long will it last?

Philip Pilkington

12 Jun 2024

France’s credit rating downgrade kills Macron’s credibility The French President was never a 'competent' technocrat

Philip Pilkington

03 Jun 2024

Why is Rishi Sunak politicising interest rates? The PM knows it will damage the credibility of the Bank of England

Philip Pilkington

01 Jun 2024

Expect Labour to become the party of austerity Britain's dire fiscal outlook will leave Keir Starmer with few options

Philip Pilkington

27 May 2024

China’s record US debt sale threatens Western alliance Xi Jinping is turning away from Washington and into the arms of Putin

Philip Pilkington

21 May 2024

Is the gold boom a sign of de-dollarisation? US currency resurgence is only a temporary trend

Philip Pilkington

13 May 2024

Boeing is latest company to suffer from Russian sanctions The aeroplane manufacturer is struggling to find replacement components

Philip Pilkington

06 May 2024

Europe can’t afford to decouple from China Beijing is still propping up Western economies

Philip Pilkington

29 Apr 2024

Aid won’t fix Ukraine’s recruitment crisis American efforts aren't turning the tide in the war against Russia

Philip Pilkington

22 Apr 2024

Middle East tensions will fuel energy price volatility Oil-driven inflation risks crippling the West

Philip Pilkington

15 Apr 2024

Is the US election influencing Bank of England interest rates? The possible return of Donald Trump has spooked policymakers

Philip Pilkington

11 Apr 2024

North Korean HGVs pose a threat to the West The hermit kingdom has made substantial additions to its missile arsenal

Philip Pilkington

08 Apr 2024

Young Europeans do not want to fight Russia Leaders like Donald Tusk are pushing dangerous rhetoric

Philip Pilkington

31 Mar 2024

Rising oil prices prove economists wrong Forecasters have been embarrassed again

Philip Pilkington

25 Mar 2024

Gucci: is the luxury brand bubble about to burst? High interest rates have put the industry on edge

Philip Pilkington

22 Mar 2024

Europe can’t afford to keep funding Nato A new report suggests budgetary realities are starting to hit home

Philip Pilkington

19 Mar 2024

Pope Francis is right about Ukraine Volodymyr Zelensky should listen to the Vatican's plea for a deal with Russia

Philip Pilkington

11 Mar 2024

China dominates the West in electric cars market One executive admitted that the US is struggling to keep up

Philip Pilkington

04 Mar 2024

The Houthi air strikes aren’t working Western responses to Red Sea blockades have been counterproductive

Philip Pilkington

26 Feb 2024

Is the Nvidia boom built on sand? The tech company's stock has surged off the back of the AI revolution

Philip Pilkington

22 Feb 2024

Higher defence spending won’t save Europe Budgetary and industrial constraints are dragging the continent down

Philip Pilkington

19 Feb 2024

The Bank of England gambled with your money — and lost

Philip Pilkington

14 Feb 2024

America is driving Germany’s deindustrialisation The promise of LNG in place of Russian gas has not materialised

Philip Pilkington

12 Feb 2024

The Brics+ alliance is growing stronger Both Russia and Iran's economies are outperforming expectations

Philip Pilkington

05 Feb 2024

The US border crisis spells trouble for Ukraine Lawmakers seem unable to cobble together a funding package

Philip Pilkington

29 Jan 2024

Why is Nato preparing for World War III? Prioritising remilitarisation over economic growth is dangerously short-sighted

Philip Pilkington

22 Jan 2024

America’s Yemen airstrikes are leading to mission creep US efforts to show strength in the Middle East are having the opposite effect

Philip Pilkington

15 Jan 2024

Why Red Sea attacks will bring inflation back Supply chain disruptions could have major economic and political implications

Philip Pilkington

08 Jan 2024

Energy crisis looms as Houthi attacks intensify A US Navy presence in the Red Sea has failed to restore order

Philip Pilkington

01 Jan 2024

Is US military power reaching its limit? The American navy is losing control over the high seas

Philip Pilkington

27 Dec 2023

Houthi attacks pose a major threat to global trade Delaying the arrival of key goods could lead to shortages and inflation

Philip Pilkington

18 Dec 2023

The West is wrong about China’s economy Rumours of an impending collapse are greatly exaggerated

Philip Pilkington

11 Dec 2023

Opec+ is losing control of the oil market Short sellers are artificially driving down the price of the commodity

Philip Pilkington

04 Dec 2023

The Bank of England is out of control

Philip Pilkington

28 Nov 2023

Ireland’s liberals are copying America on immigration The country’s elite has become preoccupied with a far-flung culture war

Philip Pilkington

27 Nov 2023

Is a Ukrainian peace deal off the table? Western leaders are refusing to accept the inevitable

Philip Pilkington

23 Nov 2023

Joe Biden is tanking the US Treasury Runaway spending and foreign debt are denting America's finances

Philip Pilkington

20 Nov 2023

Falling inflation is not a Tory victory Rishi Sunak doesn't realise a recession is on the horizon

Philip Pilkington

16 Nov 2023

Has Saudi Arabia lost control of the oil market? The price of the commodity has fallen dramatically since September

Philip Pilkington

14 Nov 2023

Will Israel lose Joe Biden the election? Fissures are emerging in the President's progressive support base

Philip Pilkington

06 Nov 2023

Russia’s capital controls aren’t what they seem Sanctions advocates keep betting and losing against the rouble

Philip Pilkington

01 Nov 2023

Britain is facing a second 2008

Philip Pilkington

27 Oct 2023

Israel’s Iron Dome has a supply problem Missiles coming from Gaza are cheap and plentiful in comparison

Philip Pilkington

24 Oct 2023

Will Palestinian refugees come to Europe? A new forecast of UK immigration levels fails to account for geopolitical events

Philip Pilkington

17 Oct 2023

Oil markets are predicting a short war in Gaza But are analysts being too optimistic?

Philip Pilkington

13 Oct 2023

The renewables sector is crashing Share prices have fallen by 20% in two months

Philip Pilkington

03 Oct 2023

Rishi Sunak’s war on the young

Philip Pilkington

02 Oct 2023

Interest rate hikes may be over, but trouble lies ahead Lower inflation won't fix systemic problems in the housing market

Philip Pilkington

25 Sep 2023

The Bank of England’s interest rate decision is short-termist Rising energy prices could fuel inflation further

Philip Pilkington

21 Sep 2023

Rising oil prices threaten Joe Biden’s presidency The commodity is set to hit $100 a barrel this month

Philip Pilkington

18 Sep 2023

Electric cars are the new EU-China battleground Manufacturing competition is hurting Europe, and America could be next

Philip Pilkington

14 Sep 2023

The G20 summit was the first of the multipolar world Western leaders are no longer calling the shots

Philip Pilkington

11 Sep 2023

The G20 is divided — and Brics stands to gain Xi Jinping's absence poses a problem for the Western powers

Philip Pilkington

05 Sep 2023

The danger of EU enlargement Admitting new members risks a repetition of previous errors

Philip Pilkington

29 Aug 2023

An expanding Brics should worry the West Six new member states are set to join the alliance

Philip Pilkington

24 Aug 2023

The 20mph speed limit is not safer or better for the planet The anti-car lobby is damaging the UK

Philip Pilkington

22 Aug 2023

The West is losing the plot

Philip Pilkington

21 Aug 2023

The ugly truth about Britain’s falling inflation A drop in energy costs conceals a continuing cost-of-living squeeze

Philip Pilkington

17 Aug 2023

A shortage of houses is not the problem Property has become overly financialised

Philip Pilkington

14 Aug 2023

Allies turn on America’s Chinese semiconductor strategy A South Korean lawmaker described US sanctions as counterproductive

Philip Pilkington

07 Aug 2023

The Bank of England has chosen recession Rising interest rates will compound the cost-of-living crisis

Philip Pilkington

03 Aug 2023

Could Britain’s green debate become the new Brexit? Rishi Sunak is taking a more realist line on the climate than his predecessors

Philip Pilkington

31 Jul 2023

The coming European recession may be worse than 2008 Bank lending data paints a grim picture for the Eurozone economy

Philip Pilkington

28 Jul 2023

Did low inflation save Pedro Sánchez? It's the economy, stupid

Philip Pilkington

25 Jul 2023

Gilt yields suggest trouble ahead for the pound Public borrowing is on the rise and investors are concerned

Philip Pilkington

19 Jul 2023

It’s too late for Joe Biden to make friends with China The President has spent too long ostracising Xi Jinping

Philip Pilkington

10 Jul 2023

China gears up for trade war with latest export controls Beijing has the semiconductor and defence industries in its sights

Philip Pilkington

05 Jul 2023

Blame food prices for France’s riots Energy sanctions over Ukraine are leading to soaring costs

Philip Pilkington

03 Jul 2023

The biggest loser from the Bundesbank’s failure? The ECB The long-running battle between the two banks has taken another twist

Philip Pilkington

27 Jun 2023

Recession is the only cure for Britain’s sick economy It may be the best way to curb inflation and interest rates

Philip Pilkington

20 Jun 2023

No, Mark Carney: Brexit didn’t cause inflation The former governor should reflect on his own experimental monetary policies

Philip Pilkington

17 Jun 2023

Mortgage rate rises will push the UK into a recession Rishi Sunak is now powerless to save the property sector

Philip Pilkington

16 Jun 2023

Rishi Sunak turns his back on free trade The PM's Atlantic Declaration with Joe Biden is explicitly protectionist

Philip Pilkington

09 Jun 2023

China’s mixed recovery spells trouble for the West Beijing has been forced to intervene in the manufacturing sector

Philip Pilkington

06 Jun 2023

A new BRICS currency is a threat to the West Competing powers are inching closer to a rival monetary union

Philip Pilkington

02 Jun 2023

Recession in Germany is a sign of Europe’s deindustrialisation A lack of access to cheap energy has made the continent less competitive

Philip Pilkington

30 May 2023

Rising gilt yields point to another UK recession The Bank of England's inflation forecast was wide of the mark

Philip Pilkington

25 May 2023

America is losing the semiconductor battle to China Beijing's Micron ban shows that other countries want no part of the US trade war

Philip Pilkington

23 May 2023