UK Wrap: Policymakers Preparing for Lift Off
This 'Wrap' pulls together the UK story as an annotated compilation of my published charts, updated to include the latest data. Activity: Slowdown...
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FLASH: UK PMI's Temporary Dip Still Stronger than IP
The UK’s manufacturing PMI retreated toward its March low, at 54.3. With the euro area still strong, this is likely to be another temporary blip....
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UK Activity: Soft but Stable Outlook
- The ONS’s third estimate of Q1 UK GDP growth was unrevised at 0.2% q-o-q, as expected, albeit not yet delivering the upgrade that the BoE...
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The Market Sentimentalist: Political And Emotional Discord
SummaryWe review the UK political landscape following the dramatic shifts observed in UK crowd sentiment data following the recent general election...
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BoE: Hiking Rates Early (Call Change to May-18)
Hawkish warnings from the BoE have been mounting, with Andy Haldane now indicating a desire to raise rates in 2017, despite historically being a...
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