UK Markets Chart Pack Prospect of more stimulus fails to lift markets Signals from the Monetary Policy Committee that it is likely to recommence quantitative easing in the very near future have provided only a muted boost to UK asset prices. While gilt yields have... 24th September 2011 · 1 min read
UK Markets Chart Pack Recovery fears spread from bonds to equities The sharp 15% or so fall in UK equities over the last month appears to have reflected a combination of both fading hopes of economic recovery and concerns that policymakers are relatively powerless to... 12th August 2011 · 1 min read
UK Markets Chart Pack Gilts yields fall on recovery fears and safe-haven demand The continued drop in gilt yields over the last month has partly reflected the further fall in interest rate expectations as a result of the weakness of data on the UK economy. But the fall in gilt... 21st July 2011 · 1 min read
UK Markets Chart Pack Market rates fall further as economic prospects sour UK interest rate expectations and government bond yields have continued to fall over the last month, predominantly reflecting the continued flow of weak data on the UK’s economic recovery. Rate... 17th June 2011 · 1 min read
UK Markets Chart Pack Rate expectations continue to fall The continued weak news on the UK’s economic recovery and recent falls in commodity prices have led markets to revise down further their expectations for official interest rates. Overnight index swap... 12th May 2011 · 1 min read
UK Markets Chart Pack Markets reassess near-term outlook for interest rates Weaker data on the strength of the UK’s economic recovery, combined with an unanticipated fall in CPI inflation from 4.4% to 4% in March, has made markets much less confident that the Monetary Policy... 13th April 2011 · 1 min read
UK Markets Chart Pack Markets reassess recovery prospects The recent falls in UK equity prices, interest rate expectations and gilt yields have not simply been a response to the Japanese earthquake. Indeed, all had started to fall prior to the 11th March as... 17th March 2011 · 1 min read
UK Markets Chart Pack Stagflation fears hold UK equities back The recent poor run of news on the domestic economic recovery and fears that the Monetary Policy Committee is moving towards hiking official interest rates soon in response to high inflation appear to... 9th February 2011 · 1 min read
UK Markets Chart Pack Interest rate expectations ratchet higher Recent increases in commodity prices and further signs that spare capacity in the UK economy is failing to bear down on inflation have raised expectations that the Monetary Policy Committee (MPC) will... 12th January 2011 · 1 min read
UK Markets Chart Pack Markets reassess outlook for monetary policy The continued run of positive data on the UK’s economic recovery has led markets to reassess the outlook for monetary policy. Markets now expect official interest rates to rise by around 1% over the... 9th December 2010 · 1 min read
UK Markets Chart Pack Robust economic data boost market confidence Recent market movements suggest that investors have taken the robust economic data and the decision of the Monetary Policy Committee (MPC) to hold back from restarting quantitative easing (QE) at its... 11th November 2010 · 1 min read
UK Markets Chart Pack Markets gear up for QE2 Growing signs that the Monetary Policy Committee stands ready to recommence quantitative easing (QE) have shaped movements in sterling markets over the last month. 13th October 2010 · 1 min read
UK Markets Chart Pack Markets show mixed reaction to downbeat economic data (Sep 10) Growing signs that the UK’s recovery has begun to falter have been met by markedly different reactions from the bond and equity markets. While real yields in the gilt market have fallen to record lows... 9th September 2010 · 1 min read
UK Markets Chart Pack Markets shrug off mixed economic data (Aug 10) Recent economic data have continued to paint a mixed picture on the health of the UK economy. While the 1.1% quarterly rise in GDP in Q2 has increased the chance that annual GDP growth will be closer... 5th August 2010 · 1 min read
UK Markets Chart Pack Fitful data on UK recovery strains markets’ nerves (Jul 10) Once again, recent market movements appear to have been partly shaped by events in the eurozone, where bouts of both optimism and nervousness surrounding the current stress tests on banks and the... 16th July 2010 · 1 min read
UK Markets Chart Pack Markets shrug off hung parliament (Jun 10) As we expected, markets largely shrugged off the heightened political uncertainty of the last month, suggesting that a hung parliament outcome to the general election was already priced in. Instead... 2nd June 2010 · 1 min read
