Preview: Low UK Inflation and Unemployment
UK inflation dipped in June, but I no longer forecast a rebound in July. Petrol price weakness in the AA survey added to that from second-hand car...
105 Views
FLASH: UK Industry Builds Better Base for Q3
UK industrial data were mixed in June, with construction weaker but energy stronger than the ONS had pencilled into its Q2 GDP estimate. After...
110 Views
BoE: Tolerating the Trade-Off
Stronger UK inflationary pressures were balanced by higher rates in the BoE forecast, but the market was still deemed to not price in enough...
109 Views
FLASH: UK PMI Partially Rebounds Above Manufacturing
The UK’s manufacturing PMI made only a partial recovery in June, as it rose by 0.9 points to 55.1. It remains 1.5 points below the euro area’s...
105 Views
Theresa May as the Callaghan of This Decade Paves the Path to a Trotskyite Future for Britain
Like the 1920s and 1970s, the current decade increasingly looks like a transformative decade in British politics, with the pendulum set to swing...
119 Views