Event UK Drop-In: Spring Fiscal Forecast reaction – Macro and market implications of Reeves’ statement 26th March 2025, 3:00PM GMT Our senior economists hosted this special online briefing shortly after Rachel Reeves delivered her Spring Forecast, to answer client questions about the macro and market implications, including: The…
Event UK Drop-In: Spring Fiscal Forecast preview – More tax or less spend? 1741791600 A combination of weaker UK growth, higher yields and more defence spending make for a difficult Spring Fiscal Forecast for Rachel Reeves.
Event Drop-In: Can the UK housing market continue to shrug off the weak economy? 1741186800 The strength of the recovery in housing activity and prices in the second half of last year caught many off guard.
Event Drop-In: The Fed, ECB and BoE December meetings and the 2025 policy outlook 1734620400 Our senior economists hosted an online briefing to discuss the final Fed, ECB and Bank of England decisions of 2024.
Event Europe Drop-In: Germany's political crisis – Macro and market consequences 1731510000 Could the collapse of Germany’s ruling ‘traffic light’ coalition open the way to more effective governance for Europe’s largest economy?
Event UK Drop-In: Crunch time for the Bank of England? 1721291400 We’ve reassessed our expectations for the start of Bank of England rate cuts in light of the latest UK CPI and employment data.
Global Economics Global Economics Shipping Chart Pack (Jan. 2024) This is a special Global Economics Chart Pack that provides clients with key analysis to make sense of the macro and market impact of the disruptions to maritime shipping. The charts in this document... 25th January 2024 · 1 min read
Event UK Drop-In: Bank of England – Another 50bps hike or back to 25bps? 1691071200 Analysts are split on whether the BoE will repeat June’s 50bps rate hike at the August meeting or revert to the 25bps hikes now favoured by the Fed and the ECB.
Event UK Drop In: June CPI - Macro and policy implications 1689753600 The UK CPI report for June will provide fresh evidence of whether the economy has a persistent inflation problem – and whether the Bank of England will need to do more in response.
Event UK Drop-In: The BoE's June meeting – Policy rates, mortgage rates and the macro outlook 1687442400 With inflation still running hot, the Bank of England has little choice to keep raising interest rates.
Event UK Drop-In: The economic and market consequences of the Spring Budget 1678894200 What will UK Chancellor Jeremy Hunt deliver in his Spring Budget?
Event UK Drop-In: How far will Hunt’s Autumn Statement go to appease the markets? 1668700800 Chief UK Economist Paul Dales and Jonas Goltermann, a senior economist from our Global Markets team, held a client briefing shortly after the Chancellor’s 17th November statement, to discuss his fi
Event UK Drop-In: What will follow the Bank of England’s “forceful” hike? 1667401200 Economists from our UK Economics team held a briefing ahead of the MPC’s November meeting to discuss why we think that rates will rise further than most analysts are expecting and the conditions th
UK Economics GDP (Jun. & Q2) The 0.6% m/m drop in GDP in June was mostly due to the adverse effect of the extra Jubilee bank holiday. Even so, the GDP figures confirmed that the economy contracted by 0.1% q/q in Q2 as a whole and... 12th August 2022 · 4 mins read
UK Economics Increased risk of “second-round” effects We’ve been warning for some time that CPI inflation would rise further than most people expect, triggering a recession. The prospect of even bigger rises in utility prices on 1 st October and in the... 10th August 2022 · 9 mins read
