FLASH: BoE Meets Low Expectations in Sep-18
The MPC voted unanimously for no policy change in September, as widely expected after its recent rate hike. Forecast tweaks have matched my own,...
392 Views
FLASH: UK Wages Surge Beyond BoE Forecast in Jul-18
The UK unemployment rate remained at 4.03% in July as employment was depressed by the new cohort joining the survey. Bullish trends remain...
227 Views
FLASH: UK 3Q18 GDP Growth Now Tracking 0.5% Q-O-Q
Monthly GDP increased by 0.3% m-o-m in July, which exceeded even my above-consensus forecast. I am raising my forecast for 3Q18 GDP growth to...
223 Views
Preview: BoE Still Awaits Withdrawal Agreement
Uncertainty about the withdrawal treaty, or lack thereof, makes it worth waiting a few months more before giving guidance around the next rate...
334 Views
UK Wrap: Brexit Bifurcation in Bullish Trends
Economy: The post-referendum growth trend pace has re-established at 0.15% m-o-m, which appears to remain above-potential. Inflation should...
342 Views