- In one line: The PMI falls, but it will rebound after the Budget.
Rob Wood (Chief UK Economist)UK
- In one line: The Budget hit sentiment, but we take some encouragement from the large upward revision to the PMI.
Rob Wood (Chief UK Economist)UK
- In one line: The Budget keeps construction growth solid for now, but boosts inflation pressure and cuts optimism.
Rob Wood (Chief UK Economist)UK
- In one line: Signs that private demand is turning.
Rob Wood (Chief UK Economist)UK
- In one line: Late Black Friday cuts retail sales growth.
Rob Wood (Chief UK Economist)UK
- In one line: Budget and geopolitics hit manufacturing sentiment in November.
Rob Wood (Chief UK Economist)UK
- In one line: House prices bounce back after pre-Budget pause.
Rob Wood (Chief UK Economist)UK
- In one line: Tax hike fears lead households to dispose of assets and rush to complete house purchases.
Rob Wood (Chief UK Economist)UK
- In one line:Retail sales will rebound after budget uncertainty, mild weather and a calendar quirk cut October volumes.
Rob Wood (Chief UK Economist)UK
- In one line: Consumers’ confidence recovers in November, but was held back by rising inflation and market interest rates.
Rob Wood (Chief UK Economist)UK
- In one line:Surging debt interest costs raise borrowing, leaving the Chancellor with little headroom.
Rob Wood (Chief UK Economist)UK
- In one line: Gradually slowing underlying inflation means only gradual cuts.
Rob Wood (Chief UK Economist)UK
- In one line:The underlying GDP trend is stronger than the headline fall, which was dragged down by a huge erratic fall in IT.
Rob Wood (Chief UK Economist)UK
- In one line: The headline trade deficit widens as erratics and metals give up their surpluses.
Rob Wood (Chief UK Economist)UK
- In one line: The RICS price balance shrugs off Budget uncertainty to rise in October.
Rob Wood (Chief UK Economist)UK
- In one line: Gradually easing labour market will allow the MPC to keep cutting rates gradually
Rob Wood (Chief UK Economist)UK
- In one line: The REC weakens slightly in October, but the MPC downplay the survey now due to its poor correlation with official data.
Rob Wood (Chief UK Economist)UK
- In one line: More cautious MPC will cut once-a-quarter at most.
Rob Wood (Chief UK Economist)UK
