UK Inflation: Subdued Enough to Buy the BoE Time
UK inflation in June was on the soft side, especially relative to the Consensus, as it defied the collective expectation and declined by 23bp....
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FLASH: UK UR Fall Tightens Hawkish Pressure
The UK LFS unemployment rate declined another tenth to 4.5%, taking it to the BoE’s estimate of the NAIRU and making the MPC’s trade-off...
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FLASH: UK Industry Hacks GDP and August Hike Risk
UK industrial data broadly disappointed the consensus for May, and are now on track to subtract 15bp from Q2 GDP growth, including 10bp from...
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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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