FLASH: UK Sep-18 PMIs Support 0.5% 3Q18 GDP
The UK’s services PMI held relatively steady at 53.9 in Sep-18, which remains broadly consistent with maintaining post-referendum growth trends. I...
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FLASH: UK Manu’ PMI Overtakes EA in Sep-18
The UK’s manufacturing PMI unwound its August fall to hit 53.8 in Sep-18, aided by rebounding output and new orders. Official manufacturing data...
294 Views
UK Inflation: Seasonals Still a Source of Surprise
The upside surprise in August inflation was a timely reminder of the seasonal shifts in UK inflation. Stale models can skew the consensus and...
323 Views
Week Ahead in Global Macro: Kavanaugh, NFP, RBA, RBI, Italy, Brazil R1 - Long VIX, NZD, CAD, SGD-CNH
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We open four new trades - (1) Tactical...
424 Views
Brexit: Going Blind Without Eyelids
Brexit negotiations have hit an impasse, and with only weeks to resolve it, there is pressure to blink. However, the UK government relies on...
271 Views