BoE Preview: Trade-Off in Tighter Conditions
The BoE’s annual supply-side stock take is likely to reveal spare capacity has now been utilised, placing a little upside pressure on inflation...
93 Views
USD Short to Long Transition Cycle
DXY bear call from 101 is nearing our macro target at 88.50 where we see at least an intermediate rally cycle unfolding. DXY roadmap is outlined....
186 Views
BoE: On Track with Feb Important to May Hike
The MPC voted unanimously to keep Bank rate at 0.5%, the stock of gilt purchases at £375bn, and corporate bond purchases at £10bn, as widely...
108 Views
UK Inflation: Passing the Peak
UK CPI inflation surprised with an increase to 3.1% y-o-y in November, which looks likely to be its peak, while RPI inflation has probably already...
109 Views
Brexit: Sufficient to Diminish Disorderly Risk
The EU Commission now believes “sufficient progress” has been made in the Brexit negotiations for discussion of the transitional arrangements and...
111 Views