FLASH: UK GDP Story Rewrite Helps Aug-18 Hike
Q1 GDP growth was revised up to 0.2% q-o-q in the ONS’s third estimate, contrary to almost all forecasts. Construction continued its pattern of...
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Upside Potential for AUD and GBP
Some upside risk for GBP after the BoE firmed plans to hike in August and PM May keeps hold of the Brexit reins. AUD looks beaten down on weak EM...
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FLASH: Haldane Joins the Hawkish Dissent
The BoE MPC left monetary policy unchanged in June, but Andy Haldane joined Michael Saunders and Ian McCafferty in dissenting for an immediate...
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FLASH: UK Consumer Beats Doubters in May-18
Retail sales trounced expectations again in May by surging 1.3% to well above its trend. Negative payback is likely, but other measures support...
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World Cup of Economic Growth
What if World Cup teams competed on the basis of economic growth? We answer this question by using a factor-based model that takes into account...
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