UK Data Response UK Trade (Apr.) April’s trade figures suggested that the external sector is still in no position to offset the effects of the fiscal squeeze that is now almost upon us. 9th June 2010 · 1 min read
UK Data Response Halifax House Prices (May) The contradictory messages offered by the Halifax and Nationwide house price data make it almost impossible to draw clear conclusions about the health of the market. But, at the very least, May’s drop... 4th June 2010 · 1 min read
UK Data Response Halifax House Prices (May) The contradictory messages offered by the Halifax and Nationwide house pric data make it almost impossible to draw clear conclusions about the health of the market. But, at the very least, May’s drop... 4th June 2010 · 1 min read
UK Data Response Halifax House Prices (May) The contradictory messages offered by the Halifax and Nationwide house price data make it almost impossible to draw clear conclusions about the health of the market. But, at the very least, May’s drop... 4th June 2010 · 1 min read
UK Data Response UK CIPS/Markit Report on Services (May) May’s UK CIPS/Markit report on services provided further evidence that the recovery in the biggest part of the economy is struggling to pick up pace. 3rd June 2010 · 1 min read
UK Data Response Nationwide House Prices (May) It is still early days, but our prediction last month that April would be the high water mark for house price inflation appears to have been borne out. For now, house prices continue to rise, but... 3rd June 2010 · 1 min read
UK Data Response Nationwide House Prices (May) It is still early days, but our prediction last month that April would be the high water mark for house price inflation appears to have been borne out. For now, house prices continue to rise, but... 3rd June 2010 · 1 min read
UK Data Response Nationwide House Prices (May) It is still early days, but our prediction last month that April would be the high water mark for house price inflation appears to have been borne out. For now, house prices continue to rise, but... 3rd June 2010 · 1 min read
UK Data Response Mortgage Lending (Apr.) The latest rise in mortgage approvals for house purchase cannot disguise the bigger picture of a lending market that is depressed. The subdued picture for net lending might also mean that anyone... 2nd June 2010 · 1 min read
UK Data Response Mortgage Lending (Apr.) The latest rise in mortgage approvals for house purchase cannot disguise the bigger picture of a lending market that is depressed. The subdued picture for net lending might also mean that anyone... 2nd June 2010 · 1 min read
UK Data Response CIPS/Markit Report on Manufacturing (May) May’s CIPS/Markit report on manufacturing provided further evidence that the industrial recovery is still going strong. However, industry makes up less than a fifth of the economy and the recovery... 1st June 2010 · 1 min read
UK Data Response GDP: Output, Income and Expenditure (Q1) The second estimate of Q1 GDP brought little sign of the re-balancing of the economy which will be vital if a solid recovery is to be maintained once the impending fiscal squeeze kicks in. 25th May 2010 · 1 min read
UK Data Response GDP: Output, Income and Expenditure (Q1) The second estimate of Q1 GDP brought little sign of the re-balancing of the economy which will be vital if a solid recovery is to be maintained once the impending fiscal squeeze kicks in. 25th May 2010 · 1 min read
UK Data Response UK Retail Sales (Apr.) April’s UK retail sales figures confirmed that high street spending continues to expand at a modest pace. With consumers set to shoulder a large part of the coming fiscal squeeze, the outlook for... 20th May 2010 · 1 min read
UK Data Response UK Retail Sales (Apr.) April’s UK retail sales figures confirmed that high street spending continues to expand at a modest pace. With consumers set to shoulder a large part of the coming fiscal squeeze, the outlook for... 20th May 2010 · 1 min read
UK Data Response MPC Minutes (May.) The minutes of May’s MPC confirmed that the Committee as a whole is still singing from the same Dovish hymn sheet as the Governor. Interest rates are unlikely to rise for a long time and further... 19th May 2010 · 1 min read