UK Economics Chart Pack Past the worst…for now While it will probably be confirmed later this week that the economy didn’t grow at all in Q2, July’s PMIs provide some support to our view that GDP will rise in Q3. Admittedly, both the manufacturing... 6th August 2019 · 8 mins read
UK Data Response GfK/NOP Consumer Confidence (Jul.) Consumer confidence recovered a little in July, but rising concerns about a no deal Brexit could mean that sentiment soon returns to its recent lows. 31st July 2019 · 2 mins read
UK Economics Update Spending on cars puts brakes on consumption growth Spending on cars has fallen sharply since the EU referendum, and unless a Brexit deal is agreed we suspect that it will remain a drag on consumer spending growth for a few years yet. 29th July 2019 · 4 mins read
UK Markets Chart Pack Lingering downside risk to sterling With the pound having recently weakened to a two-year low of $1.24 and the markets seemingly no longer pricing in the possibility of official interest rate hikes if there’s a Brexit deal or delay... 24th July 2019 · 8 mins read
UK Economic Outlook An economic multiverse As Brexit could dramatically alter the near-term outlook for the economy, we are continuing to publish three sets of forecasts based on different Brexit outcomes (deal, no deal and more delays). But... 16th July 2019 · 26 mins read
UK Data Response GfK/NOP Consumer Confidence (Jun.) Given the mounting concerns over a no deal Brexit, it is perhaps unsurprising that the GfK/NOP measure of consumer confidence dropped back in June. But with real wage growth strong and inflation... 28th June 2019 · 2 mins read
UK Markets Chart Pack Investors do a u-turn on rate hikes Investors have reassessed the outlook for UK monetary policy over the last month and have gone from expecting rate hikes at the start of May to expecting cuts now. This is partly because of a... 26th June 2019 · 7 mins read
