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How Strong will the Eventual Rebound in Retail Sales Be?
21st Feb 2021 18:00U.K.
Negative Rates to be Implementable by August, but Undesirable
4th Feb 2021 12:00U.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 12:00U.K.
December Retail Sales Failed to Recover Much after the Lockdown
19th Jan 2021 12:00U.K.
In one line: The medium-term fiscal consolidation likely will need to be bigger than the OBR's forecasts currently imply.
25th Nov 2020 10:19U.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...
22nd Nov 2020 18:10U.K.
The consensus for a mere 0.3% month-to-month fall in the official measure of retail sales volumes--the data are released on Friday--looks too sanguine. We look for a fall...
17th Nov 2020 12:10U.K.
The economic recovery slowed to a snail's pace in September, with GDP merely rising by 1.1% on a month-to-month basis and languishing 8.6% below its January 2020 peak, even...
12th Nov 2020 12:00U.K.
The small upward revision to the level of GDP in Q2 has done little to lift the U .K. economy's recent performance into line with its international peers.
30th Sep 2020 13:00U.K.
Retailers made hay while the sun shone in August, but clouds now are looming overhead. The 0.8% month-to-month rise in retail sales volumes took them 3.3% above last year's...
20th Sep 2020 19:10U.K.
The jump in CPI inflation to 1.0% in July, from 0.6% in June, caught all analysts by surprise.
19th Aug 2020 13:10U.K.
The Covid-19 downturn has been more severe in the U.K. than in most other advanced economies this year.
18th Aug 2020 13:00U.K.
The U.K. economy underperformed its peers to an extraordinary degree in Q2.
12th Aug 2020 13:10U.K.
June's surge in retail sales is not a sign that households' total spending is zipping back to pre- downturn levels.
26th Jul 2020 19:10U.K.
High frequency data are all the rage, given the speed and severity of the Covid-19 shock. GDP data are published with a lag of about six weeks, too long for investors to wait.
19th Jul 2020 19:10U.K.
Yesterday's national accounts showed that the downturn in the economy on the eve of the Covid-19 outbreak was sharper than first estimated.
30th Jun 2020 13:00U.K.
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.
21st Jun 2020 19:10U.K.
April's GDP report probably will be the worst any of us will see in our lifetime.
8th Jun 2020 13:10U.K.
April's money and credit figures show that relatively few firms suffered from a lack of liquidity at the beginning of the Covid-19 crisis.
2nd Jun 2020 13:10U.K.
We're placing less weight than usual on conventional business surveys at the moment, as they are ill-suited to charting the economy's turnaround from the Covid-19 slump.
21st May 2020 13:10U.K.
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