Filtered by Subscriptions: UK Economics Use setting UK Economics
This report is only available as a PDF. Click to download. … Nationwide house prices (March) …
2nd April 2009
A recovery could be months away or it could be years away. Sooner or later, though, recover the UK economy will. And when it does, the landscape will have changed beyond recognition. … The next decade (Q2 …
1st April 2009
This report is only available as a PDF. Click to download. … UK CIPS/Markit Report on Manufacturing/Profitability …
The recent rise in consumer confidence offers tentative hopes of a recovery further ahead. But we need far more evidence than this before we can conclude that an end to the recession is in sight. … Rise in consumer confidence offers tentative …
31st March 2009
This report is only available as a PDF. Click to download. … Deflation risks have not evaporated …
30th March 2009
This report is only available as a PDF. Click to download. … National Accounts & Balance of Payments (Q4) …
27th March 2009
We have warned all along that the UK’s public finances were likely to suffer a much greater deterioration in the current downturn than the Chancellor and most other forecasters anticipated. But the fiscal mess now looks set to be even deeper than we had …
The outlook for consumer spending is not unambiguously gloomy – we think that the amount of income for discretionary (i.e. fun) spending has recently been growing at double digit annual rates. The key question, however, is whether consumers spend or save …
26th March 2009
This report is only available as a PDF. Click to download. … UK Retail Sales (Feb.) …
This report is only available as a PDF. Click to download. … CBI Distributive Trades Survey (Mar.) …
25th March 2009
This report is only available as a PDF. Click to download. … Consumer Prices (Feb.) …
24th March 2009
This report is only available as a PDF. Click to download. … MPC banks on asset prices …
23rd March 2009
This report is only available as a PDF. Click to download. … Public Finances (Feb.) …
19th March 2009
This report is only available as a PDF. Click to download. … CBI Monthly Industrial Trends Survey (Mar.) …
This report is only available as a PDF. Click to download. … UK MPC Minutes (Mar) & Labour Data (Jan/Feb) …
18th March 2009
The amount of household nominal income available for discretionary spending has rebounded strongly. How much of this income will actually be spent is another matter, however. … Rebound in "discretionary income" will not spur spending …
17th March 2009
Lending by those banks which are either wholly or partially state-owned is set to rise significantly. But we continue to doubt that overall lending is on track to grow at the rates needed to get the economy going again. … Lending measures will not fill …
16th March 2009
This report is only available as a PDF. Click to download. … QE off to a good start... but it is early days …
This report is only available as a PDF. Click to download. … UK BoE Inflation Attitudes (Feb.) …
12th March 2009
This report is only available as a PDF. Click to download. … UK Trade (Jan.) …
11th March 2009
Past experience supports the view that sharp increases in unemployment will not necessarily prevent a recovery in consumer spending and overall activity, despite their adverse impact on household incomes and confidence. However, a sustained consumer …
10th March 2009
This report is only available as a PDF. Click to download. … UK Ind. Production & BRC Retail Sales (Jan/Feb) …
This report is only available as a PDF. Click to download. … QE does not transform the outlook... yet …
9th March 2009
This report is only available as a PDF. Click to download. … Producer Prices (Feb.) …
6th March 2009
Today’s launch of quantitative easing (QE) marked a further significant step in the policymakers’ attempts to prevent the deep recession in the UK economy from turning into something closer to a depression. But there are major uncertainties over the …
5th March 2009
This report is only available as a PDF. Click to download. … Halifax House Price Index (February) …
The uncertainties surrounding the likely quantity and effectiveness of Quantitative Easing (QE) in the UK have led to some suggestions that the Monetary Policy Committee should be set (or set itself) targets of some nature. But while we can see some …
4th March 2009
This report is only available as a PDF. Click to download. … UK CIPS/Markit Report on Services (Feb.) …
With the launch of quantitative easing (QE) apparently imminent, speculation is growing over just how much needs to be done to have a material impact on the economy. While the answer is very uncertain, we continue to believe that the policymakers are more …
3rd March 2009
The news over the last month has done nothing to change expectations of a sharp contraction in the economy this year. Admittedly, the breakdown of GDP in Q4 showed that destocking playing a large part in the 1.5% quarterly fall and this drag should soon …
The sharp drop in the sterling exchange rate does not preclude the danger that a short bout of deflation driven by commodity prices later this year will be followed by a broader and longerlasting period of falling prices which could have a much more …
2nd March 2009
This report is only available as a PDF. Click to download. … UK Household Borrowing & CIPS/Markit Manufacturing (Jan./Feb.) …
This report is only available as a PDF. Click to download. … Taking stock of the banking measures …
February’s Inflation Report confirmed that the Monetary Policy Committee (MPC) intends to implement a significant further policy stimulus. We still think that some of this will come about through a further cut in interest rates – we expect another 50bps …
26th February 2009
The next stage of the Government’s support for the banking system got underway today, with the release of further details on the Government’s guarantee of bank losses on toxic assets. However, this does not in a stroke clean up banks’ balance sheets. …
This report is only available as a PDF. Click to download. … Nationwide House Prices (Feb.) …
A fall in stockbuilding helps to explain why the economy contracted quite so sharply at the end of last year. Stocks are run down most at the start of a recession, suggesting that GDP should not keep falling at this rate. But that’s just as well. Without …
25th February 2009
The effects of the recession on households will not be evenly felt – but, contrary to popular belief, pensioners and savers are likely to do better than many. Households who ploughed money into assets over the last five years – particularly into property …
