UK Markets Outlook Global jitters aggravated by no deal fears The global shift away from risky assets and towards safer ones that seems to be underway will either be exacerbated by a no deal Brexit on 31st October or cushioned by a deal or a delay. Although a... 12th August 2019 · 14 mins read
Europe Chart Pack Economic weakness to continue to weigh on equities The recent sell-off in global equity markets has hit the euro-zone harder than the US, but we doubt that this will continue. Equities in Germany have performed particularly poorly, which is... 7th August 2019 · 11 mins read
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 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
