U.K. Key Issues
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The release today of the final reading of the composite PMI for June will provoke further debate over its usefulness in charting the economy's recovery from the Covid-19 shock.... More by Samuel Tombs
The recovery in the industrial sector from Covid-19 finally commenced in earnest in June, after May's stalled start.... More by Samuel Tombs
Yesterday's national accounts showed that the downturn in the economy on the eve of the Covid-19 outbreak was sharper than first estimated.... More by Samuel Tombs
May's money and credit data show that Covid-19 has not pushed many businesses immediately over the edge.... More by Samuel Tombs
Investors active in the government bond market will be awaiting today, at 07:30 BST, the publication by the Debt Management Office of its updated Financing Remit for the upcoming three months. The new Remit will show that gilt sales, net of redemptions, will be lower in Q3 than in Q2.... More by Samuel Tombs
Sterling's rough first half of this year--cable has depreciated to $1.24, from $1.33 at the end of 2019--is hard to reconcile with its normal macroeconomic determinants.... More by Samuel Tombs
Both business surveys and unconventional activity indicators suggest that the recovery from the Covid-19 shock has sped up in June, after a shaky start in May.... More by Samuel Tombs
Chancellor Sunak looks set to announce more fiscal stimulus next month to reinforce the economic recovery, despite recent record levels of public borrowing.... More by Samuel Tombs
We advise strongly against concluding from the above-consensus rebound in retail sales in May that the economy is embarking on a healthy, V-shaped recovery, from Covid-19.... More by Samuel Tombs
The BoE has lived up to its reputation again as one of the most unpredictable central banks.... More by Samuel Tombs
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