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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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The MPC's New Forecasts Signal that Rate Expectations are too High
6th May 2021 18:00U.K.
Will Public Borrowing Continue to Undershoot the OBR's Forecast?
26th Apr 2021 18:00U.K.
RPI Inflation will be Stickier than Markets Currently Expect
16th Mar 2021 18:00U.K.
On balance, the risks to the OBR's new public borrowing forecasts are skewed to the upside.
5th Mar 2021 08:13U.K.
3 Mar 2021 The New Financing Remit Should Becalm the Gilt Market
2nd Mar 2021 18:00U.K.
1 Mar 2021 Scarring will Exceed the OBR's Expectations, Necessitating Tax Rises
1st Mar 2021 00:00U.K.
The Chancellor Will Duck Major Fiscal Decisions in Next Week's Budget
24th Feb 2021 18:00U.K.
Negative Rates to be Implementable by August, but Undesirable
4th Feb 2021 18:00U.K.
The pick-up in the headline rate of CPI inflation to 0.6% in December, from 0.3% in November, simply reflects it reverting to its trend rate.
20th Jan 2021 18:00U.K.
Near-real-time data suggest that economic activity has not fully recovered to October's level after England's lockdown ended on December 2.
8th Dec 2020 18:10U.K.
The OBR's new forecasts for public borrowing likely understate the scale of the necessary future fiscal consolidation.
25th Nov 2020 18:10U.K.
We're not rushing to revise our assessment of the scale of the economic damage wrought by the second lockdown, following the above-consensus reading of Markit's flash...
23rd Nov 2020 18:10U.K.
The run of lower-than-expected, though still high, public borrowing continued in October, with "PSNB ex." coming in at £22.3B, well below the £28.7B anticipated by the...
23rd Nov 2020 00:10U.K.
The latest Covid-19 data suggest the government will not simply be able to return to October's light-touch restrictions, when the second "lockdown" is due to end,...
16th Nov 2020 18:00U.K.
We see slight upside risk to the consensus and MPC forecasts that CPI inflation remained at 0.5% in October. We think it nudged up to 0.6%, though admittedly a 0.5% print looks...
16th Nov 2020 00:10U.K.
Markets interpreted the MPC's decision yesterday to buy £150B more gilts next year, together with its latest forecasts and comments in the minutes, as a sign that the...
5th Nov 2020 18:10U.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...
2nd Nov 2020 00:10U.K.
On balance, yesterday's labour market statistics were better than we had expected.
13th Oct 2020 18:10U.K.
You wouldn't know from markets' inflation expectations that a large deflationary shock recently has hit the economy.
12th Oct 2020 18:00U.K.
Higher core goods inflation is one of the main reasons why the headline rate of CPI inflation has exceeded economists' forecasts over the last few months.
1st Oct 2020 18:00U.K.
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