Filtered by Subscriptions: UK Economics Use setting UK Economics
This report is only available as a PDF. Click to download. … Producer Prices & Trade (Jan./Dec.) …
11th February 2008
This report is only available as a PDF. Click to download. … CLG House Prices (Dec) & Mortgage Rates (Jan) …
This report is only available as a PDF. Click to download. … Inflation Report could disappoint rate expectations …
This report is only available as a PDF. Click to download. … Mortgage arrears and possessions …
8th February 2008
The decision by National Statistics to take Northern Rock onto the Government’s books may not necessarily break the Government’s Sustainable Investment Rule. Nonetheless, it clearly deals another blow to the already unhealthy fiscal position. … Northern …
7th February 2008
Today’s decision by the Monetary Policy Committee to cut interest rates by just 25 bps would seem to confirm that lingering inflation concerns will restrict policy loosening to a gradual pace over the coming months, increasing the risk of a deep and …
This report is only available as a PDF. Click to download. … UK Industrial Production (Dec.) …
According the Financial Times this morning, the adoption of international financial reporting standards (IFRS) in the public accounts from this April could lead to the inclusion of the Government’s liabilities relating to the Private Finance Initiative …
5th February 2008
This report is only available as a PDF. Click to download. … UK CIPS/RBS Report on Services (Jan.) …
This report is only available as a PDF. Click to download. … Halifax House Price Index (January) …
The labour market is set to be a prime casualty of the prolonged slowdown in the UK economy that is underway. We think unemployment will rise by about 700,000 by the end of 2009, taking the unemployment rate from 5.3% to 7.5%, its highest level in ten …
4th February 2008
This report is only available as a PDF. Click to download. … All types of borrowing slowing significantly …
This report is only available as a PDF. Click to download. … UK CIPS/RBS Report on Manufacturing (Jan) …
1st February 2008
Recent Monetary Policy Committee (MPC) communications have just about made a rate cut on Thursday a done deal. The recent equity market turmoil has raised the question of whether the MPC should follow the Fed’s lead and take a more aggressive approach to …
31st January 2008
This report is only available as a PDF. Click to download. … Nationwide house prices (January) …
Growing concerns over the outlook for the economy have started to take their toll on equity markets. The 10% fall in the FTSE 100 largely reflects global issues. Nonetheless, it took equity prices back in line with other asset prices, such as bonds. The …
30th January 2008
Mervyn King’s re-appointment as Governor of the Bank of England for another five years is possibly a slightly hawkish development for the outlook for interest rates. Nonetheless, it will be seen as the safest option in the current period of economic and …
This report is only available as a PDF. Click to download. … UK Household Borrowing (Dec.) …
This report is only available as a PDF. Click to download. … UK CBI Distributive Trades (Jan.) & Financial Risk Outlook …
29th January 2008
Sterling’s continued weakness even as interest rate expectations have moved back in its favour could reflect growing concerns over the fundamental health of the UK economy and hinder the Monetary Policy Committee’s attempts to shore up the housing market …
28th January 2008
The increases in tracker rates announced by some mortgage lenders over the past few days add to other evidence that the recent improvement in the situation in financial markets has not prevented a further tightening of credit conditions. … Widening …
This report is only available as a PDF. Click to download. … MPC unlikely to follow Fed's lead …
Household bills could rise by over 8% this year, squeezing households’ spending power and contributing to a sharp slowdown in real consumer spending growth. It now looks unlikely that real household income this year will rise by much more than the weak …
25th January 2008
The fiscal barriers to a US-style tax cutting package aimed at supporting the economy are not as obstructive they might at first look. Nonetheless, the potentially undesirable effects on interest rates and the balance of growth suggest that such a move …
24th January 2008
This report is only available as a PDF. Click to download. … MPC Minutes (Jan.) & GDP (Q4) …
23rd January 2008
The structural reforms undertaken by manufacturers over the past decade are likely to cushion the blow from the global and domestic slowdowns. But the sector is still likely to enter a recession this year, adding to a consumer slowdown rather than …
22nd January 2008
This report is only available as a PDF. Click to download. … CBI Quarterly Industrial Trends Survey (Jan.) …
The recent falls in the UK stockmarket have been part of a global phenomenon which has its roots in the downturn in the US economy and the potential knock-on effects on economies and financial markets across the world. Nonetheless, the movements have left …
Expectations for UK interest rates have plummeted over the last few weeks. While we think that rates will eventually have to fall a long way, there must now be a risk that “hawkish” communications from the policymakers prompt some of these recent falls to …
21st January 2008
We are confident that the housing market slowdown will bring the recent strong rates of household spending growth to an end. At the same time, we are optimistic that aggressive interest rate cuts will prevent the vicious cycle of falling house prices and …
This report is only available as a PDF. Click to download. … Public Finances/M4 (Jan.) …
This report is only available as a PDF. Click to download. … Retailers are taking the hit …
Even aggressive price discounting is not tempting consumers to part with their cash. Interpreting sales figures at this time of year should be done with caution, due to problems with seasonal adjustment and the chance that retail sales rebound as the …
18th January 2008
This report is only available as a PDF. Click to download. … UK Retail Sales (Dec.) …
The probable nationalisation of Northern Rock is unlikely to lead to a clear breach of the Chancellor’s fiscal rules, which apply over the whole economic cycle. Nonetheless, it would further underline the lack of scope for a relaxation of fiscal policy to …
17th January 2008
This report is only available as a PDF. Click to download. … UK BCC Economic Survey (Q4) …
Concerns over the outlook for UK inflation look set to linger for some months, limiting the pace at which interest rates fall and increasing the risk that the economic slowdown will prove deeper and longer than some previous downturns. … How long will …
The recent fall in the UK stockmarket is unlikely to have a significant impact on households’ behaviour on its own. But added to the prospect of falling house prices and sluggish income growth, it is another factor which threatens to slow the growth of …
16th January 2008
This report is only available as a PDF. Click to download. … UK Labour Market Data (Nov./Dec.) …
