Filtered by Subscriptions: UK Economics Use setting UK Economics
This report is only available as a PDF. Click to download. … Sales drop questions MPC’s optimism on spending …
22nd November 2004
This report is only available as a PDF. Click to download. … MPC banks on looser link between housing & spending …
15th November 2004
While most economic indicators have pointed to a slowdown in the growth of the UK economy in recent months, one has pointed strongly in the opposite direction. The growth of the broad money supply has accelerated to its fastest rate in six years. This has …
8th November 2004
This report is only available as a PDF. Click to download. … MPC breaks the Inflation Report trend …
This report is only available as a PDF. Click to download. … Rate cut expectations will continue to grow …
4th November 2004
This report is only available as a PDF. Click to download. … Growth slowdown fuels rate cut expectations …
26th October 2004
This report is only available as a PDF. Click to download. … Cost pressures pose little threat to inflation outlook …
17th October 2004
This report is only available as a PDF. Click to download. … Is growth grinding to a halt? …
11th October 2004
This report is only available as a PDF. Click to download. … Rates may not have peaked, but will fall next year …
7th October 2004
This report is only available as a PDF. Click to download. … Interest rates are very close to a peak …
4th October 2004
This report is only available as a PDF. Click to download. … Consumer slowdown back on track …
The housing market is slowing and, if history is anything to go by, that spells seriously bad news for the UK economy. Each of the three previous major housing downturns since the 1960s has been accompanied by a full-blown recession. … UK Economics …
29th September 2004
Given the UK’s disastrous experiences following the oil price shocks of the 1970s, it is no wonder that the recent increase in the oil price has fuelled talk of rising inflation and the threat of recession. But we think that the impact on the UK economy …
27th September 2004
This report is only available as a PDF. Click to download. … Close to the peak …
It has been suggested that one reason why the UK’s trade position has failed to improve in response to the global economic recovery is the mismeasurement of trade flows. Indeed, National Statistics has conceded that fraudulent import activity and the …
15th September 2004
This report is only available as a PDF. Click to download. … Too soon to call the peak, but rates will fall next year …
9th September 2004
The monthly retail sales numbers attract the most attention as a measure of the strength of household spending. However, they have recently been a far from reliable guide to whether the boom in total household spending has been moderating. … Retail sales …
6th September 2004
This report is only available as a PDF. Click to download. … Crunch time for the housing market …
This report is only available as a PDF. Click to download. … Consumer spending’s last gasp …
30th August 2004
This report is only available as a PDF. Click to download. … MPC plays wait and see …
23rd August 2004
This report is only available as a PDF. Click to download. … The consumer boom is granted a reprieve…for now …
20th August 2004
The most frequently used method of estimating the markets’ expectations for the official interest rate is to derive an implied path from short sterling futures contracts. On the face of it, these suggest that the markets are currently expecting the repo …
17th August 2004
This report is only available as a PDF. Click to download. … MPC switches to damage limitation …
16th August 2004
This report is only available as a PDF. Click to download. … Industry too weak to offset housing downturn? …
13th August 2004
With UK interest rates still firmly in the up-phase of the cycle, markets and commentators alike have continued to focus on exactly how far rates are likely to rise. So far, they appear to have given little thought to when rates might start to fall again. …
9th August 2004
This report is only available as a PDF. Click to download. … Clearer signals from the MPC …
This report is only available as a PDF. Click to download. … MPC sticks to a quarter, but the next will follow soon …
5th August 2004
This report is only available as a PDF. Click to download. … Consumers carry on regardless …
2nd August 2004
This report is only available as a PDF. Click to download. … The £1 trillion question …
The last year or so has seen an unprecedented degree of unity in the voting behaviour of members of the Monetary Policy Committee. Only once in the last 12 months has the size of the majority slipped below eight and five of the last six meetings have …
29th July 2004
This report is only available as a PDF. Click to download. … Interest rates to keep rising after August …
26th July 2004
This report is only available as a PDF. Click to download. … Efficiency savings or not, taxes will have to rise …
20th July 2004
Today’s labour market data revealed a further drop in unemployment, with the claimant count rate, already at a 29 year low, edging down further to just 2.7% in June. As such, concerns are building that the tightening of the labour market could soon prompt …
14th July 2004
This report is only available as a PDF. Click to download. … Spending Review leaves Mr Brown banking heavily on growth …
12th July 2004
This report is only available as a PDF. Click to download. … Surveys suggest that growth has peaked …
This report is only available as a PDF. Click to download. … Rates have further to rise, but will drop next year …
8th July 2004
This report is only available as a PDF. Click to download. … Spending Review to confirm slower spending growth ahead …
6th July 2004
This report is only available as a PDF. Click to download. … Re-balancing finally underway? …
5th July 2004
This report is only available as a PDF. Click to download. … Talk of a lower pound may be premature …
28th June 2004
The general perception among economists and the markets alike is that the UK’s inflation targeting monetary policy regime is the model that all other countries should follow. But is the current regime really so wonderful? … Monetary Policy at the …
27th June 2004
The failure of the increases in official UK interest rates seen in recent months to have any visible impact on the housing market or the rapid growth of household spending and borrowing suggests that the Monetary Policy Committee might need to take more …
22nd June 2004
This report is only available as a PDF. Click to download. … First hints of a housing slowdown? …
21st June 2004
The answer is no. Attention tends to focus on CPI, given that it is the measure of inflation targeted by the Monetary Policy Committee. And although yesterday’s data showed that CPI inflation rose to 1.5% in May from 1.2% in April, the rise was mainly …
16th June 2004
This report is only available as a PDF. Click to download. … King steps up efforts to cool the housing market …
15th June 2004
This report is only available as a PDF. Click to download. … Rates to rise more aggressively this year, but then to fall in 2005 …
10th June 2004
This report is only available as a PDF. Click to download. … The interest rate debate: June or July? …
7th June 2004
This report is only available as a PDF. Click to download. … Housing market concerns drag down rate expectations …
6th June 2004
On the face of it, households are having an easy time servicing their record levels of debt. Interest payments as a percentage of their income (income gearing) are just 7.1%, less than half the 1990 peak of 15%. But with interest rates, until recently, at …
1st June 2004
This report is only available as a PDF. Click to download. … Lack of GDP revision questions MPC optimism …
This report is only available as a PDF. Click to download. … Underlying price pressures remain benign …
24th May 2004
