Filtered by Subscriptions: UK Markets Use setting UK Markets
This report is only available as a PDF. Click to download. … UK CIPS Report on Manufacturing/Cons. Credit …
1st May 2009
The Monetary Policy Committee (MPC) is likely to maintain its current course at its May policy meeting, leaving interest rates unchanged at 0.5% and voting to complete the £75bn programme of asset purchases it began back in March. “Taylor Rule” style …
30th April 2009
This report is only available as a PDF. Click to download. … Nationwide house prices (April) …
This report is only available as a PDF. Click to download. … UK CBI Distributive Trades Survey (Apr.) …
28th April 2009
The outbreak of swine flu in Mexico and its spread to other countries has inevitably raised questions about the broader economic and market implications. While not wanting to downplay the social costs or uncertainty about how the disease might evolve, an …
27th April 2009
This report is only available as a PDF. Click to download. … Budget confirms painful consolidation ahead …
This report is only available as a PDF. Click to download. … Preliminary GDP (Q1) …
25th April 2009
Retail sales have lost some of their shine, but are still performing rather better than might be expected given the economic backdrop. However, spending off the high street is certainly still suffering. And we continue to think that the high street faces …
24th April 2009
This report is only available as a PDF. Click to download. … UK Prov. GDP (Q1) & Retail Sales (Mar.) …
This report is only available as a PDF. Click to download. … CBI Monthly Ind. Trends Survey (Apr. and Q2) …
23rd April 2009
Now that the Monetary Policy Committee has entered the uncharted waters of quantitative easing, the monetary indicators have moved to the top of the watchlist. In this UK Economics Update, which we aim to return to each month, we will monitor the …
22nd April 2009
This report is only available as a PDF. Click to download. … MPC Minutes/Labour Data/Public Finances …
This report is only available as a PDF. Click to download. … Consumer Prices (Mar.) …
21st April 2009
20th April 2009
Barely a day goes by at the moment without another newspaper story on the “green shoots” of recovery or a new forecast predicting a significant improvement in the health of the UK economy. But it is important to keep things in perspective. … Treat green …
This report is only available as a PDF. Click to download. … Budget hit to bond markets should be temporary …
This report is only available as a PDF. Click to download. … UK BRC Retail Sales Monitor (Mar.) …
16th April 2009
While some of sterling’s recent strengthening may reflect short-term factors which could be quickly reversed, there are more fundamental reasons to expect the pound to rise, at least against the euro. … More upside for the pound, at least against the …
We continue to expect 10 year gilt yields to drop to around 2.5% and to remain at those sorts of levels for a prolonged period. While breakeven inflation rates have crept a little higher in response to uncertainty surrounding the inflationary implications …
15th April 2009
This report is only available as a PDF. Click to download. … MPC misses an opportunity …
13th April 2009
With Mervyn King signalling already that interest rates were unlikely to fall again, this MPC meeting was all about the unconventional policy measures - so-called “quantitative easing” or QE - undertaken by the Committee over the last month. But the …
9th April 2009
This report is only available as a PDF. Click to download. … Producer Prices (Mar.)/Trade (Feb.) …
This report is only available as a PDF. Click to download. … UK Ind. Prod. & BCC Economic Survey (Feb./Q1) …
7th April 2009
This report is only available as a PDF. Click to download. … Too early to talk about a recovery …
6th April 2009
This report is only available as a PDF. Click to download. … UK CIPS/Markit Report on Services (Mar.) …
3rd April 2009
The programme of quantitative easing (QE) has certainly got off to a positive start, as evidenced by the sharp drop in bond yields. However, its wider impact on bank lending, economic activity and inflation remains highly uncertain. At this early stage, …
2nd April 2009
This report is only available as a PDF. Click to download. … Bank of England Credit Conditions Survey (Q1) …
The initial impact of the Monetary Policy Committee’s first foray into quantitative easing has been fairly positive, with bond yields falling sharply. (See Chart.) But it is too early to tell whether this programme of asset purchases is having a wider …
This report is only available as a PDF. Click to download. … Nationwide house prices (March) …
This report is only available as a PDF. Click to download. … UK CIPS/Markit Report on Manufacturing/Profitability …
1st April 2009
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
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
Our view that the combination of very low interest rates, deflationary pressures and large-scale official purchases of bonds would push gilt yields sharply lower has been strongly borne out over recent weeks. But we think the rally probably has even …
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
