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Below is a list of our U.K. Publications for the last 6 months. If you are looking for reports older than 6 months please email email@example.com, or contact your account rep
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Households are saving more than usual, taking on less credit, and increasing ad-hoc mortgage repayments.
Firms also are choosing to delever; October’s net repayment of external finance was the second largest ever.
House purchase mortgage approvals fell sharply in October; we expect them to fall further this winter.
Incoming data are consistent with our forecast for a sharp fall in house purchases and an 8% drop in prices.
The MPC, however, won’t keep Bank Rate at 4% indefinitely; house prices should rebound in the mid-2020s.
Mortgage payments’ share of incomes will not return to 2010s levels; hefty rent rises have raised the floor.
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U.K. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence