UK Economics Focus Dent to bank capital to restrict lending growth UK banks are unlikely to raise enough capital to maintain their recent rates of lending. So even if they overcome their immediate liquidity problems, the credit crunch is unlikely to ease soon. 21st July 2008 · 1 min read
UK Economics Focus A double whammy for retail revenues Retailers face a double-squeeze on revenues over the next few years. Overall consumer spending growth is clearly set to slow sharply. But in addition, the retail sector is set to continue to take a... 8th July 2008 · 1 min read
UK Economics Focus A double whammy for retail revenues Retailers face a double-squeeze on revenues over the next few years. Overall consumer spending growth is clearly set to slow sharply. But in addition, the retail sector is set to continue to take a... 8th July 2008 · 1 min read
UK Economics Focus How will companies fare this time? The corporate sector is arguably better placed to weather the economic downturn than either the household or public sector. Nonetheless, profits, investment and employment are all likely to fall... 23rd June 2008 · 1 min read
UK Economics Focus House prices to fall by 35% In recent months, the housing market correction has gathered momentum. The economy is also poised for three years of sub-trend growth and unemployment looks set to reach a 12-year high. We believe... 17th June 2008 · 1 min read
UK Economics Focus Just how high could inflation get? If oil and food prices were to carry on rising, with knock-on effects on core price pressures, UK consumer price inflation could rise above 5% and remain above its 2% target until 2010 and beyond... 12th June 2008 · 1 min read
UK Economics Focus Who will drive the spending slowdown? Overall household spending growth is set to slow sharply, but some types of households will clearly have to cut back more than others. We think that low-income households, pensioners and higherincome... 3rd June 2008 · 1 min read
UK Economics Focus Who will drive the spending slowdown? Overall household spending growth is set to slow sharply, but some types of households will clearly have to cut back more than others. We think that low-income households, pensioners and higherincome... 3rd June 2008 · 1 min read
UK Economics Focus The outlook for household savings The household saving rate is set to rise significantly from its recent record lows, with clear adverse implications for household spending. But the consequences for the savings industry, in particular... 28th May 2008 · 1 min read
UK Economics Focus The outlook for household savings The household saving rate is set to rise significantly from its recent record lows, with clear adverse implications for household spending. But the consequences for the savings industry, in particular... 28th May 2008 · 1 min read
UK Economics Focus Housing equity withdrawal to grind to a halt As the credit crunch bites and house prices fall, we expect housing (also known as mortgage) equity withdrawal (HEW) to dry up almost completely over the next couple of years. Although only a fraction... 22nd April 2008 · 1 min read
UK Economics Focus Housing equity withdrawal to grind to a halt As the credit crunch bites and house prices fall, we expect housing (also known as mortgage) equity withdrawal (HEW) to dry up almost completely over the next couple of years. Although only a fraction... 22nd April 2008 · 1 min read
UK Economics Focus The economic damage from the other property crash The weakening housing market has diverted attention from the crash which has already occurred in the commercial property market. But the commercial property downturn could hit the wider economy by... 9th April 2008 · 1 min read
UK Economics Focus Are inflation expectations really so important? Inflation expectations may not be quite as important an influence on actual inflation as the Monetary Policy Committee appears to believe. Accordingly, there is a danger that the Committee keeps... 31st March 2008 · 1 min read
UK Economics Focus Consumer dangers just as great in the UK The parallels between UK and US consumers are disturbing, with the UK consumer sector having seen just as big a build-up of imbalances as that in the US. The UK could therefore soon find itself... 19th March 2008 · 1 min read
UK Economics Focus Consumer dangers just as great in the UK The parallels between UK and US consumers are disturbing, with the UK consumer sector having seen just as big a build-up of imbalances as that in the US. The UK could therefore soon find itself... 19th March 2008 · 1 min read
