UK Wrap: Space to Keep Hiking
- Economy: The monthly GDP growth trend remains above-potential at 0.15% m-o-m, but bad weather and construction constrain Q1. Inflation should...
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Week Ahead in Global Macro: US Tech and Trade Risks, China PMI, FTSE on Saudi, SARB, Good Friday
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short NKY and USD-JPY. Still short US tech...
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UK Labour Market: Bullish Headlines Are Back
The UK unemployment rate reversed its recent rise as surging employment trimmed it back to 4.3% even while participation and hours increased. High...
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UK Inflation: Softening Trend and Seasonals
Inflation broadly disappointed the Consensus by 0.1pp in Feb-18. The RPI matched my forecast while CPI inflation was 6bp lower owing to food and...
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FLASH: Brexit Transition Agreed
Negotiators for the EU and UK have agreed to the terms of a stand-still transition arrangement lasting until end-2020. The UK needs to keep the...
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