BoE: Navigating Between Bimodal Scenarios
The BoE conditions its forecasts on government policy, which remains to leave the EU smoothly with a deal, whereas markets must price the risk of...
401 Views
Boris Johnson's Almost-Pure Brexit Cabinet a Short-Term Positive; but the Union Is Doomed
Like Churchill was ideally suited to lead Britain into an existential war, Boris is ideally prepared to deliver genuine Brexit. But just as...
475 Views
Brexit: No-Deal Becomes the Baseline
Boris Johnson has demanded the removal of the backstop from any EU withdrawal agreement for it to be accepted. Otherwise, he intends to leave...
383 Views
UK Politics: Boris Wins a Need Not to Fail Fast
Boris Johnson won the Conservative leadership contest with 66% of votes cast. The substantial margin of victory will likely embolden his position...
355 Views
UK: Retail Sales Not Damped by Jun-19 Rains
UK retail sales surged by 1.0 m-o-m in Jun-19, contrary to the extremely gloomy surveys and widespread expectations. Unseasonably wet weather...
395 Views