Filtered by Subscriptions: UK Markets Use setting UK Markets
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
This report is only available as a PDF. Click to download. … QE off to a good start... but it is early days …
16th March 2009
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) …
Financial markets appear finally to have grasped the severity of the economic outlook over the last few months. The steep falls in equity prices, bond yields and the sterling exchange rate have left them all looking much more consistent with current …
9th March 2009
This report is only available as a PDF. Click to download. … QE does not transform the outlook... yet …
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 …
This report is only available as a PDF. Click to download. … UK Household Borrowing & CIPS/Markit Manufacturing (Jan./Feb.) …
2nd March 2009
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.) …
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 …
25th February 2009
This report is only available as a PDF. Click to download. … GDP: Output, Income and Expenditure (Q4) …
This report is only available as a PDF. Click to download. … CBI Distributive Trades Survey (Feb.) …
24th February 2009
Although welcome, the resumption of lending by Northern Rock will not transform the mortgage market outlook overnight. However, it is also a sign that the Government is increasingly willing to intervene directly in the lending markets. At the very least, …
23rd February 2009
This report is only available as a PDF. Click to download. … Fiscal boost prospects fading …
The resilience of consumers never ceases to surprise, with the strong spending seen at the end of December continuing into the start of January. This might suggest that consumers feel confident enough to spend the extra money that will be freed up by …
20th February 2009
This report is only available as a PDF. Click to download. … UK Retail Sales (Jan.) …
Overseas lenders are reducing their lending to UK firms. Meanwhile, the nationalisation of Northern Rock and Bradford and Bingley means that the supply of credit in the mortgage market has also been reduced. UK banks need to lend more just to fill the …
19th February 2009
This report is only available as a PDF. Click to download. … Public Finances (Jan.) …
This report is only available as a PDF. Click to download. … MPC Minutes & CBI Monthly Trends (Feb.) …
18th February 2009
The young have been disproportionately affected by the recent rise in unemployment. Whilst this may dampen the link between unemployment and debt defaults, it is likely to make the consumer spending and housing market slowdowns more acute than in previous …
17th February 2009
This report is only available as a PDF. Click to download. … UK Consumer Prices (Jan.) …
The bond market sell-off since the start of the year has stemmed from hope that massive monetary and fiscal stimulus will trigger economic recovery and prevent deflation. Concern about the market’s ability to absorb vast quantities of debt has also been …
This report is only available as a PDF. Click to download. … Deflation risks not fully appreciated …
16th February 2009
The uncertainties over the likely effectiveness of unconventional monetary policy measures and the potentially negative effect on inflation expectations suggest that the imminent adoption of quantitative easing (QE) will not eradicate the threat of …
12th February 2009
This report is only available as a PDF. Click to download. … Bank of England Inflation Report (Feb.) …
11th February 2009
