UK: GDP Rebound Crushes Current Recession Fear
UK GDP growth exceeded expectations in July by 0.2pp at 0.35% m-o-m. The rest of Q3 is likely to be broadly flat but deliver growth of 0.4% q-o-q,...
360 Views
UK Politics: Brexit Vs Socialism for Sterling
A general election now looks likely to be held in October. Time to reach a deal has shortened while the UK negotiating position has...
375 Views
UK Politics: Boris Versus Bremain
Since my baseline forecast changed on 25 July to a no-deal Brexit, markets have priced in more of the risk, but that risk has also risen...
403 Views
UK: IP Contracting to 2017 Levels in Mid-19
The UK manufacturing PMI fell to 47.4 in Aug-19, broadly in line with the euro area, as weakness in the forward-looking aspects offset a less...
391 Views
UK Inflation: Shocking Computer and Brexit Games
UK inflation data for Jul-19 were distorted by computer games again, which caused the annual CPI rate to exceed expectations by 0.2pp at 2.1%....
381 Views