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After three years, we think the level of the CPI would be about 2% higher if the U.K. falls back on WTO terms for trade with the E .U. than if a deep Free Trade Agreement is...
8th Sep 2020 14:00U.K.
For now, the U.K. government still insists that the Brexit transition period will end in December, regardless of whether a new trade deal has been negotiated with the E.U. or not.
28th May 2020 14:10U.K.
The MPC's pause for breath last week disappointed a majority of investors, who thought that it would at least tweak aspects of the support programmes put in place in March.
10th May 2020 20:10U.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.
The rally in U.K. equities immediately after the general election has done little to reverse the prolonged period of underperformance relative to overseas markets since the E.U....
6th Feb 2020 13:10U.K.
Productivity statistics released yesterday continued to paint a bleak picture. Output per worker rose by a mere 0.1% year-over-year in Q3, despite jumping by 0.6%...
8th Jan 2020 13:00U.K.
2019 is a year many in the construction sector would prefer to forget.
3rd Dec 2019 13:10U.K.
The emergence last month of a new E.U. Withdrawal Agreement that has a strong chance of being ratified by MPs appears to have given a small boost to business confidence.
28th Nov 2019 13:10U.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.
Make no mistake, business investment has been depressed by Brexit uncertainty over the last year.
6th Oct 2019 20:10U.K.
Sterling rallied to $1.25 last week--its highest level against the dollar since Boris Johnson became PM in mid-July--amid growing speculation that a Brexit deal still was...
22nd Sep 2019 20:10U.K.
Another month, another strong set of labour market data which undermine the case for the MPC to cut Bank Rate, provided a no-deal Brexit is avoided.
13th Aug 2019 14:10U.K.
We are pushing back our forecast for the next rise in Bank Rate to May 2020, from the tail-end of this year.
14th Jul 2019 20:10U.K.
Just how low would sterling go in the event of a no-deal Brexit? When Reuters last surveyed economists at the start of June, the consensus was that sterling would settle between...
4th Jul 2019 14:10U.K.
The chances of the first phase of the Brexit saga concluding soon declined sharply last week.
20th May 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 point when businesses and households can breathe a sigh of relief about Brexit looks set to be delayed again this week.
7th Apr 2019 20:10U.K.
Once again, MPs failed to coalesce around any way forward for Brexit in the indicative votes process on Monday.
2nd Apr 2019 14:10U.K.
The Prime Minister appears set to have one more go at getting the House of Commons to ratify the Withdrawal Agreement today.
28th Mar 2019 14:10U.K.
Gilt yields have tumbled, with the 10-year sliding to just 1.0%, from 1.2% a week ago.
27th Mar 2019 14:10U.K.
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