Ollie Clark
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oc-econ.bsky.social
Ollie Clark
@oc-econ.bsky.social
Macro, Modelling, Morecambe.
All views my own.
The listening age must be share-bait. It seems almost purposefully bad to drive engagement.

Sure a few of my songs are from the late 60s, but I don’t know any 76yo listening to Air On My G-String by Bassvicitm.
December 4, 2025 at 6:05 AM
Highly recommend his latest if you haven't read already

www.bankofengland.co.uk/-/media/boe/...
www.bankofengland.co.uk
July 11, 2025 at 4:10 PM
You can also see similar sized drops in arrivals to Canada
April 28, 2025 at 4:54 PM
Yep I saw and agree there is an underlying issue. Just not as much as suggested by the yoy charts in the latest data
April 13, 2025 at 10:28 AM
right. But this is looking at the change in behaviour since last year.
April 12, 2025 at 8:49 AM
The trend for Canada look pretty similar suggesting a good chunk is due to Easter.

You could argue spillover of Trump on to Canada but, equally, you'd expect some tourists cancelling US trips to rebook in Canada.

We'll have to wait for April data to get the full picture.
April 12, 2025 at 8:47 AM
While the trend is clear, I find it hard to look past the shift in Easter for those yoy charts.

Shouldn’t we compare to other similar destinations? What’s the yoy change of Europeans to Canada?
April 12, 2025 at 6:36 AM
Doesn’t sound too different from the recent cohorts tbh - mostly house shares with mates in zones 2 and 3. It’s the new apprentices that are getting the rawest deal! Pretty much no option but to live at home.
February 9, 2025 at 11:34 PM
come again?
January 17, 2025 at 3:47 PM
Despite a Q4 fall in default rates on unsecured lending, which includes credit cards, banks expect a jump in Q1. They're recent forecast performance has been great though
January 16, 2025 at 2:52 PM
Taylor's key moments: 🤺
- "it’s time to get interest rates back toward normal to sustain a soft landing"
- "in my view the [growth] risks are now more skewed to the downside"
- "it makes sense to cut rates pre-emptively to take out a little insurance against this change in the balance of risks"
January 15, 2025 at 5:25 PM
Inbox | Substack
open.substack.com
January 12, 2025 at 1:12 PM