Filtered by Subscriptions: UK Markets Use setting UK Markets
This report is only available as a PDF. Click to download. … Nationwide house prices (Aug) …
27th August 2009
This report is only available as a PDF. Click to download. … UK CBI Dist. Trades Survey (Aug. )& Bus. Investment (Q2) …
Retail sales remain strong and the resilience shows no sign of fading anytime soon. What’s more, there have been signs of improvement in spending off the high street. So while consumer spending is probably still falling, it seems to be contracting at a …
21st August 2009
Given how much money the Monetary Policy Committee (MPC) has now pumped into the economy through its quantitative easing (QE) policy, the Committee’s preferred measure of broad money growth remains disappointingly weak. … Monetary Indicators Monitor …
20th August 2009
This report is only available as a PDF. Click to download. … UK Retail Sales & Public Finances (Jul.) …
This report is only available as a PDF. Click to download. … MPC Minutes & CBI Industrial Trends (Aug.) …
19th August 2009
This report is only available as a PDF. Click to download. … UK Consumer Prices (Jul.) …
18th August 2009
Employment during this recession is on course to fall by less than its past relationship with GDP would suggest. Nonetheless, the labour market shake-out still has a lot further to go. … Labour market flexibility won’t prevent further job …
17th August 2009
Yesterday’s Bank of England Inflation Report highlighted a number of reasons why quantitative easing (QE) is having more success than might first appear. However, the big picture is that it is not doing enough to generate a strong economic recovery. … QE …
13th August 2009
This report is only available as a PDF. Click to download. … Bank of England Inflation Report (August) …
12th August 2009
This report is only available as a PDF. Click to download. … UK Labour Data (Jun./Jul.) …
This report is only available as a PDF. Click to download. … UK Trade (Jun.) & BRC Retail Sales Monitor (Jul.) …
11th August 2009
The spread of A-rated, 7-10 year UK corporate bonds over gilts over an equivalent maturity has plummeted to around 4% from more than 10% in the dark days of spring. Admittedly, corporate bonds spreads in the UK remain wider than in the US and euro-zone. …
10th August 2009
The Monetary Policy Committee (MPC) has recently put great store in the broad money figures as a measure of the effectiveness of its quantitative easing (QE) policy. Its preferred measure of money is growing at an annualised rate of 3.7%. We think it …
This report is only available as a PDF. Click to download. … MPC stays focused on the task at hand …
This report is only available as a PDF. Click to download. … Producer Prices (Jul.) & Insolvencies (Q2) …
7th August 2009
The fact that the Monetary Policy Committee (MPC) extended its policy of asset purchases by another £50bn at today’s meeting no doubt reflected the limited impact of quantitative easing (QE) so far and the fitful nature of the economic recovery. With the …
6th August 2009
This report is only available as a PDF. Click to download. … Halifax House Price Index (July) …
5th August 2009
Markets have reacted positively to the interim results released by the major banks in the past few days. Indeed, the banking sector appears to be getting back on its feet. But there was little in the results to suggest that bank lending is reaching the …
This report is only available as a PDF. Click to download. … UK Ind. Prod. (Jun.) & CIPS/Markit Report on Services (Jul.) …
This report is only available as a PDF. Click to download. … M4 Money Supply (Q2) …
4th August 2009
There are few signs that either money or lending growth is showing the improvement needed to turn the fragile signs of economic recovery into a strong and sustained upturn. The MPC’s preferred measure of broad money or M4 fell in June, while annual …
3rd August 2009
This report is only available as a PDF. Click to download. … CIPS Report on Manufacturing (Jul.) …
This report is only available as a PDF. Click to download. … Falls in money and lending argue for more QE …
This report is only available as a PDF. Click to download. … Nationwide house prices (July) …
30th July 2009
The fact that the Monetary Policy Committee (MPC) chose not to extend its quantitative easing (QE) programme at July’s meeting has been taken by some as a sign that it thinks that a sufficient amount of assets have been purchased. We do not agree. We …
Recent speculation that the Government may soon look to sell off its shares in some or all of the nationalised banks has raised the question of whether the proceeds from such sales might reduce the need for a major fiscal tightening to get the public …
29th July 2009
This report is only available as a PDF. Click to download. … UK Bank of England Lending Figures (Jun.) …
This report is only available as a PDF. Click to download. … UK CBI Distributive Trades Survey (Jul.) …
28th July 2009
With the number of reported cases of swine flu rising sharply, estimates of the impact of the pandemic on the global and UK economies are escalating too. Upper estimates for the damage to the UK have reached 3% of GDP – roughly half the amount of output …
27th July 2009
This report is only available as a PDF. Click to download. … MPC takes hope from new money figures …
This report is only available as a PDF. Click to download. … Provisional GDP (Q2) …
24th July 2009
The main measures of unemployment have recently been giving conflicting messages. We think that the ILO measure – which is still rising sharply – is most relevant to the consumer spending outlook. … ILO measure of unemployment most relevant for …
23rd July 2009
The consumer sector is sharing in the improvement seen in the wider economy. That said, this simply means that consumer spending is probably falling at a slower rate than before, rather than rising strongly. What’s more, the recent recovery could soon …
This report is only available as a PDF. Click to download. … UK Retail Sales (Jun.) …
This report is only available as a PDF. Click to download. … MPC Minutes & CBI Industrial Trends (July) …
22nd July 2009
This report is only available as a PDF. Click to download. … Public Finances (Jun.) …
21st July 2009
The broad monetary aggregates are still showing little sign of responding to the Bank of England’s quantitative easing (QE) programme of asset purchases. We therefore continue to doubt that the QE undertaken so far will ensure a strong economic recovery. …
20th July 2009
This report is only available as a PDF. Click to download. … Inflation gap set to narrow …
