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Weakness in Capex and Exports will Temper the Consumer-led Rebound
14th Feb 2021 19:00U.K.
Higher Commodity Prices will Send CPI Inflation Briefly Above 2%
8th Feb 2021 13:00U.K.
How Severe are the Disruptions at the Border?
14th Jan 2021 13:00U.K.
Equity markets are correctly concluding that the outlook for U.K.-listed manufacturers is brighter than for most other firms.
3rd Nov 2020 13:00U.K.
The case for the MPC to extend its asset purchase programme into 2021 is compelling. The mere 2.1% month-to-month rise in GDP in August has left the Committee's September...
1st Nov 2020 19:10U.K.
Sterling's shaky performance so far this year-- the trade-weighted index currently is 3% below its end-2019 level and was down 8% at the peak of the mid-March market...
28th Apr 2020 20:20U.K.
We expect the Budget today to underwhelm investors who are eager to see a quick and powerful government response to the coronavirus outbreak.
10th Mar 2020 14:10U.K.
We're now starting to see clear signs in unofficial data that households are slashing their expenditure on discretionary services, in order to minimise their chances of...
9th Mar 2020 14:10U.K.
We find it remarkable, after the market volatility induced by the two Brexit deadlines in 2019, that investors do not foresee another bump in the road at the end of this ye ar,...
24th Feb 2020 13:10U.K.
Quarter-on-quarter GDP growth last year was buffeted by the accumulation, and subsequent depletion, of inventories, around the two Brexit deadlines in March and October.
12th Feb 2020 13:00U.K.
The latest GDP data confirm that the economy ended last year on a very weak note.
11th Feb 2020 13:10U.K.
Next week is so crammed full of data releases that we need to preview November's consumer price data early, in the eye of the storm of the general election.
12th Dec 2019 13:10U.K.
Today's general election looks set to be a closer race than opinion polls suggested two weeks ago.
11th Dec 2019 13:10U.K.
Markets rightly placed little weight on October's below-consensus GDP report yesterday, and still think that the chances of the MPC cutting Bank Rate within the next six...
10th Dec 2019 13:10U.K.
Monetary policy usually is the first line of defence whenever a recession hits.
28th Oct 2019 14:00U.K.
The government now has a 50:50 chance of getting the Withdrawal Agreement Bill--WAB--through parliament in the coming weeks, despite Letwin's successful amendment and...
20th Oct 2019 20:10U.K.
In our view, the chances of a no-deal Brexit on October 31 have not surged just because Boris Johnson has become Prime Minister and is gesticulating wildly at the Despatch Box.
25th Jul 2019 14:10U.K.
We're among a small minority of economists forecasting that GDP rose by 0.1% month-to-month in March.
8th May 2019 17:10U.K.
The economy's resilience in the first quarter of this year, in the midst of heightened Brexit uncertainty, can be attributed partly to a boost from no-deal Brexit...
25th Apr 2019 14:10U.K.
The economy has remained remarkably resilient in the face of intense political uncertainty.
10th Apr 2019 14:10U.K.
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