UK Economics Update Will a “double-dip” sink Mr Brown? Q4’s disappointing GDP figures have raised fresh questions over the possibility of a “double-dip” in the economy and the implications for the timing and outcome of the forthcoming general election. 28th January 2010 · 1 min read
UK Economics Update Monetary policy after the election While analysis of the influence of the general election on economic policy has focused on the size and timing of the fiscal tightening, the conduct of monetary policy could also be affected. But... 20th January 2010 · 1 min read
UK Economics Update Pay freezes likely to remain commonplace With roughly as many settlements taking place in January as in the entire second half of the year, the start-of-year pay round will give us a steer as to whether or not pay growth is stabilising along... 14th January 2010 · 1 min read
UK Economics Update Pay freezes likely to remain commonplace With roughly as many settlements taking place in January as in the entire second half of the year, the start-of-year pay round will give us a steer as to whether or not pay growth is stabilising along... 14th January 2010 · 1 min read
UK Economics Update When should Mr Brown go to the polls? Uncertainties over the likely path of the economic recovery suggest that the timing of the general election might have an important influence on its outcome. Should Mr Brown hang on to the last in the... 11th January 2010 · 1 min read
UK Economics Update When should Mr Brown go to the polls? Uncertainties over the likely path of the economic recovery suggest that the timing of the general election might have an important influence on its outcome. Should Mr Brown hang on to the last in the... 11th January 2010 · 1 min read
UK Economics Update Consumer adjustment not over yet The sharp rise in household saving suggests that the required adjustment in the consumer sector is further advanced than previously thought. However, we think that the process still has further to go. 7th January 2010 · 1 min read
UK Economics Update Consumer adjustment not over yet The sharp rise in household saving suggests that the required adjustment in the consumer sector is further advanced than previously thought. However, we think that the process still has further to go. 7th January 2010 · 1 min read
UK Economics Update MPC frozen until February The Monetary Policy Committee (MPC) remains firmly in wait and see mode until its February meeting. While the quantitative easing programme may be drawing to a close, other measures to support the... 7th January 2010 · 1 min read
UK Economics Update Fiscal worries won't fade soon Growing concerns over the UK’s fiscal position are unlikely to ease this side of the general election and could well intensify further. But the prospect of a long period of very low inflation and... 5th January 2010 · 1 min read
UK Economics Update Monetary Indicators Monitor (Dec.) Broad money growth remains disappointingly sluggish given the large amount of money the Bank of England has pumped into the economy. And while lenders claim to be expanding the supply of credit... 4th January 2010 · 1 min read
UK Economics Update Banks only part way to repairing their balance sheets Conditions in the banking sector have been improving, but in its latest Financial Stability Report (FSR), the Bank of England echoed our view that banks still have a lot more work to do in repairing... 18th December 2009 · 1 min read
UK Economics Update MPC pauses, but may need to do more in the new year The Monetary Policy Committee (MPC) never looked likely to take any action today. But even though the Committee has slowed its rate of asset purchases, it might yet have to give the economy more... 10th December 2009 · 1 min read
UK Economics Update MPC pauses, but may need to do more in the new year The Monetary Policy Committee (MPC) never looked likely to take any action today. But even though the Committee has slowed its rate of asset purchases, it might yet have to give the economy more... 10th December 2009 · 1 min read
UK Economics Update Still little evidence of a sterling boost As highlighted by this week’s dismal trade figures, evidence of a boost from the lower level of sterling is conspicuous by its absence. There remain few signs that the drop in the pound is either... 10th December 2009 · 1 min read
UK Economics Update Pre-Budget Checklist This checklist is intended to help clients keep track of the important measures and numbers announced during the Chancellor’s Pre-Budget Report speech at 12.30pm and to provide some instant context. 9th December 2009 · 1 min read
