Filtered by Subscriptions: UK Economics Use setting UK Economics
The threat of a sharp rise in wages growth following the rise in consumer price inflation seems to have passed. A bigger risk now is that a tightening labour market pushes up wages growth instead. But we think that enough slack will remain in the labour …
26th June 2007
This report is only available as a PDF. Click to download. … Markets won't do the MPC's job …
25th June 2007
This report is only available as a PDF. Click to download. … MPC Minutes (Jun.)/Public Finances (May) …
20th June 2007
This report is only available as a PDF. Click to download. … UK MPC Minutes (Jun.)/Public Finances (May) …
19th June 2007
This report is only available as a PDF. Click to download. … Inflation expectations will fall, but the MPC won't wait …
18th June 2007
This report is only available as a PDF. Click to download. … Will higher yields reduce the need for further tightening? …
15th June 2007
This report is only available as a PDF. Click to download. … Higher interest rates still having a limited effect. (Jun 07) …
14th June 2007
This report is only available as a PDF. Click to download. … UK Retail Sales (May) …
13th June 2007
The rise in firms’ pricing power has climbed to the top of the MPC’s list of inflation worries. We think it reflects the transitory influences of previous cost increases and strong demand, rather than a fundamental shift in inflation psychology. But the …
This report is only available as a PDF. Click to download. … UK Labour Market Data (Apr./May) …
12th June 2007
This report is only available as a PDF. Click to download. … UK Consumer Prices (May)/Trade (Apr.) …
11th June 2007
This report is only available as a PDF. Click to download. … Exporters are not doing as well as the surveys suggest …
This report is only available as a PDF. Click to download. … Why is consumer confidence rising? …
This report is only available as a PDF. Click to download. … Producer Prices (May) …
This report is only available as a PDF. Click to download. … UK Industrial Production (Apr.) …
8th June 2007
This report is only available as a PDF. Click to download. … Rising yields threaten to pop asset price bubbles …
7th June 2007
This report is only available as a PDF. Click to download. … A pause for breath …
This report is only available as a PDF. Click to download. … UK Halifax House Price Index (May) …
National Statistics’ estimates of the amount of money sent abroad by migrants, or “remittances”, take no account of the large rise in the size of the UK’s migrant population in recent years and are accordingly an underestimate. This is another reminder of …
6th June 2007
This report is only available as a PDF. Click to download. … Interest rate forecasts will soon rise …
This report is only available as a PDF. Click to download. … UK Industrial Production (May) …
This report is only available as a PDF. Click to download. … UK CIPS/RBS Services & BRC Retail Sales Monitor (May) …
5th June 2007
The last month has brought the first concrete evidence that higher interest rates are starting to dent housing market activity, with the number of mortgage approvals falling for the third month in a row in April. (See Chart of the Month.) However, with …
4th June 2007
This report is only available as a PDF. Click to download. … Housing slowdown will soon affect consumer spending …
This report is only available as a PDF. Click to download. … UK CIPS/RBS Report on Manufacturing (May) …
1st June 2007
This report is only available as a PDF. Click to download. … Why wait? …
31st May 2007
This report is only available as a PDF. Click to download. … UK Household Borrowing (Apr.) & CBI Distr. Trades (May) …
This report is only available as a PDF. Click to download. … UK Nationwide house prices (May) …
This report is only available as a PDF. Click to download. … Signs of housing slowdown no barrier to higher rates …
28th May 2007
This report is only available as a PDF. Click to download. … Output, Income and Expenditure (Q1) …
25th May 2007
This report is only available as a PDF. Click to download. … UK Output, Income and Expenditure (Q1) …
24th May 2007
This report is only available as a PDF. Click to download. … Will food prices be the next inflation shock? …
Debt servicing costs in the corporate sector are even closer to their early 1990s highs than those in the household sector. But there are a number of reasons why higher interest rates and therefore interest payments might have rather less of an impact on …
This report is only available as a PDF. Click to download. … CBI Monthly Trends (May) & Business Inv. (Q1) …
This report is only available as a PDF. Click to download. … 6% rates on the way …
23rd May 2007
This report is only available as a PDF. Click to download. … Immigration from Eastern Europe still high …
22nd May 2007
This report is only available as a PDF. Click to download. … On currency baskets and the re-pricing of oil …
This report is only available as a PDF. Click to download. … UK M4 & Public Finances (Apr.) …
21st May 2007
