The Market Sentimentalist – Rear Window: Hitchcock, Self-Driving Cars And Central Bankers
SummaryThe Fed and the BoC have been the vanguard, but other major central banks are signalling their intention to withdraw monetary stimulus,...
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UK Wrap: Economic Stability, Policy Turbulence
This 'Wrap' pulls together the UK story as an annotated compilation of my published charts, updated to include the latest data.- Activity: The...
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FLASH: UK Q2 GDP Strengthens Q3 and Nominally
The ONS’s second estimate of UK Q2 GDP growth was unrevised from 0.3% q-o-q in real terms, although stronger services prices meant nominal growth...
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UK Jobs and Pay Both Beat for a Change
The UK LFS unemployment rate declined another tenth to 4.4%, contrary to the consensus, but in line with my forecast again. It is now below the...
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FLASH: UK Retail Sales Relax While Resources Recover
UK retail sales grew by 0.5% m-o-m (ex-auto fuel) in July, which was slightly faster than expected. Food sales drove the increase. Annual and...
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