FLASH: UK Consumer Resurgence Despite Jun-18 Dip
Retail sales disappointed extraordinarily bullish Consensus expectations by falling 0.5% m-o-m in June but matched my assessment to keep Q2 GDP...
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UK Inflation: Seasonal Smash Shouldn’t Dissuade BoE
Inflation in Jun-18 disappointed consensus expectations again as it held at 2.4% on the CPI and only rose to 3.4% on the RPI. Clothing and...
425 Views
FLASH: UK Labour Market Momentum Remains Hawkish
The unemployment rate remained at 4.2% in May, but robust employment trends and a supportive cohort effect make another fall likely in June. Hours...
354 Views
TRY Fuel for USD Strength in Asia
The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding...
340 Views
FLASH: UK GDP Still Rebounding Toward 0.4% in Q2
Monthly GDP increased by 0.3% m-o-m in May, as expected. GDP remains on track to grow 0.4% q-o-q in Q2, and the BoE shouldn’t need the extra data...
305 Views