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...
95 Views
UK Wrap: Settling on the New Normal
This 'Wrap' pulls together the UK story as an annotated compilation of my published charts, updated to include the latest data. Economy: The GDP...
102 Views
BoE: FPC Hikes to Normal Well Ahead of MPC
All banks passed the BoE’s annual stress tests for the first time. No new capital is required, but some capital will become incorporated into...
114 Views
FLASH: UK Demand Better than Often Assumed
The ONS’s second estimate of UK Q3 GDP growth was broadly unrevised with the headline pace at 0.4% q-o-q. Its monthly trend since the referendum...
84 Views
UK Budget: Excessive Stress After Supply Smash
The OBR made surprisingly sharp downward revisions to its productivity growth assessment that reduced the government’s room for manoeuvre. Fudging...
157 Views