October 2026

PwC UK Chief Economist Barret Kupelian is joined by Andy Haldane, Economic Adviser to PwC UK and former Chief Economist at the Bank of England, to look ahead to the Autumn Budget and explore the growing pressures in the bond market.

They discuss the range of factors putting upward pressure on bond yields, including increased borrowing linked to AI investment, market concerns about higher inflation, and worries over elevated fiscal deficits across Europe.

For feedback or topic suggestions, get in touch with Barret at barret.g.kupelian@pwc.com.

July 2026

PwC UK Chief Economist Barret Kupelian is joined by Andy Haldane, Economic Adviser to PwC UK and former Chief Economist at the Bank of England, to explore why the UK economy has been surprisingly resilient in the face of ongoing conflict in the Middle East.

They also discuss what the future opportunities are for the incoming Labour government, including how they can harness the increased defence spending and reset relations with business to unlock investment.

For feedback or topic suggestions, get in touch with Barret at barret.g.kupelian@pwc.com.

May 2026

PwC UK Chief Economist Barret Kupelian is joined by Andy Haldane, Economic Adviser to PwC UK and former Chief Economist at the Bank of England, to explore three possible futures for the Middle East and what they could mean for businesses, markets and the global economy.

They also discuss the surprising resilience of UK private sector balance sheets, whether the recent stock market rally can continue, and why UK borrowing costs are still rising.

For feedback or topic suggestions, get in touch with Barret at barret.g.kupelian@pwc.com.