UK: Employment Booms Before Boris-Bounce
Employment unexpectedly surged by 208k 3m-o-3m in Nov-19, even ahead of any potential Boris-bounce to other activity data. The labour market still...
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UK: Dec-19 Sales Smashed by Statisticians
The ONS reported retail statistics that simultaneously show an average end to an expansionary year and one of the worst periods on record....
356 Views
UK Inflation: Dec-19 Disrupted by Complex Seasonal
UK inflation disappointed expectations in Dec-19 as an early index date drove airfares to undershoot even my below-Consensus forecast. 70% of that...
357 Views
UK: Reprofiled GDP Doesn’t Create Dovish Slack
UK GDP was revised higher ahead of a surprisingly sizeable Brexit-related shock in Nov-19, which left the level in line with my forecast....
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UK Wrap: Bullish Trends Return as Risk Subsides
Activity: Surveys are biased by uncertainty and should rebound towards the official data now political risk has subsided. I see underlying trends...
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