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Below is a full list of our U.K. Publications.
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The U.K. will Recover Less Quickly than the U.S., Holding Sterling Back
10th Feb 2021 13:00U.K.
How Severe are the Disruptions at the Border?
14th Jan 2021 13:00U.K.
Attempting to forecast the likely level of sterling in the event of a no-deal Brexit is more of an art than a science, as it is impossible to know the extent to which this act of...
13th Dec 2020 19:10U.K.
We expect October's GDP report, released on Thursday, to show that month-to-month growth slowed to about zero, from 1.1% in September, as consumers retreated to their homes as...
6th Dec 2020 19:10U.K.
Markets no longer are confident that the MPC will reduce Bank Rate below zero next year, from its current 0.10% rate.
3rd Dec 2020 13:10U.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...
15th Nov 2020 19:10U.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.
U.K. equities have been unable to catch a break this year.
19th Oct 2020 14:00U.K.
Financial markets have barely reacted to economic data surprises since the Covid-19 crisis commenced in March.
14th Oct 2020 14:10U.K.
You wouldn't know from markets' inflation expectations that a large deflationary shock recently has hit the economy.
12th Oct 2020 14:00U.K.
Sterling yesterday clawed back some of the ground it lost earlier this month, when the government put forward the controversial Internal Markets Bill.
28th Sep 2020 14:10U.K.
This week's labour market data likely will show that the Coronavirus Job Retention Scheme did not prevent a rising tide of redundancies in response to Covid-19.
9th Aug 2020 20:10U.K.
The MPC struck a less dovish tone than markets had anticipated yesterday.
6th Aug 2020 14:10U.K.
The economy will endure a sluggish recovery from Covid-19 this year, even if a second wave of the virus is avoided, partly because monetary stimulus is not filtering through...
4th Aug 2020 14:10U.K.
The continued gradual rise in new confirmed cases of Covid-19 lends more weight to the idea that the economy already has reopened as much as possible while containing the virus.
3rd Aug 2020 14:10U.K.
U.K. equities are falling ever further out of favour.
23rd Jul 2020 14:10U.K.
We agree with the majority of economists that the MPC will announce on Thursday another £100B of asset purchases, primarily of gilts, once it has completed the £200B of...
15th Jun 2020 14:10U.K.
Many investors probably will be scratching their heads in the wake of next week's labour market report, which will reveal the Covid-19 hit to employment and wages in April, as...
10th Jun 2020 14:10U.K.
So far, the MPC has been more timid with unconventional stimulus than other central banks. At the end of May, central bank reserves equalled 29.7% of four-quarter rolling GDP in...
7th Jun 2020 20:10U.K.
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