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UK Economics Update

Short and timely commentaries on economic or market issues and events.

Sample - How will "splendid isolation" affect the UK?

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UK Markets > UK Economics Update — 23 May, 2012What would a Greek exit mean for gilts?UK Markets > UK Economics Update — 21 May, 2012Zigzag year to mask weak underlying trend UK Markets > UK Economics Update — 16 May, 2012Regional Monitor (May)UK Markets > UK Economics Update — 15 May, 2012What would a Grexit mean for the UK?UK Markets > UK Economics Update — 10 May, 2012QE3 likely later this year UK Markets > UK Economics Update — 02 May, 2012Monetary Indicators Monitor (Apr.)UK Markets > UK Economics Update — 01 May, 2012Is the austerity backlash spreading to the UK?UK Markets > UK Economics Update — 01 May, 2012Is the austerity backlash spreading to the UK?UK Markets > UK Economics Update — 25 Apr, 2012Are the official GDP figures too gloomy?UK Markets > UK Economics Update — 24 Apr, 2012Will borrowing respond to the recovery as the OBR hopes?

UK Markets > UK Economics Update — 19 Apr, 2012Regional Monitor (Apr.)UK Markets > UK Economics Update — 05 Apr, 2012More QE in May still in the balance UK Markets > UK Economics Update — 29 Mar, 2012Monetary Indicators Monitor (Mar.)UK Markets > UK Economics Update — 16 Mar, 2012UK banks still heavily exposed to the euro-zone UK Markets > UK Economics Update — 15 Mar, 2012Droughts could slow fall in inflation UK Markets > UK Economics Update — 14 Mar, 2012Regional Monitor (Mar.)UK Markets > UK Economics Update — 14 Mar, 2012100 year gilt issue underlines UK safe-haven status UK Markets > UK Economics Update — 08 Mar, 2012Consensus wrong in thinking MPC done with QE UK Markets > UK Economics Update — 07 Mar, 20120.5% rates - 3 years down, another 3 to go?UK Markets > UK Economics Update — 06 Mar, 2012Focus on oil prices neglects wider commodity picture

UK Markets > UK Economics Update — 29 Feb, 2012Monetary Indicators Monitor (Feb.)UK Markets > UK Economics Update — 29 Feb, 2012ECB reduces risk of UK credit crunch, for now UK Markets > UK Economics Update — 27 Feb, 2012UK Economics Update - Consumers in a sweet spot UK Markets > UK Economics Update — 22 Feb, 2012PPI payments don’t change consumer spending outlook UK Markets > UK Economics Update — 15 Feb, 2012Euro-zone recession to hit UK exports soon UK Markets > UK Economics Update — 14 Feb, 2012Higher inflation has made the public finances worse UK Markets > UK Economics Update — 13 Feb, 2012Project Merlin has not got credit flowing again UK Markets > UK Economics Update — 09 Feb, 2012Extra £50bn unlikely to be the last of QE UK Markets > UK Economics Update — 02 Feb, 2012Might UK interest rates turn negative?UK Markets > UK Economics Update — 31 Jan, 2012Monetary Indicators Monitor (Jan.)

UK Markets > UK Economics Update — 30 Jan, 2012Why haven’t UK interest rates fallen as far as elsewhere?UK Markets > UK Economics Update — 24 Jan, 2012Osborne’s hidden windfall UK Markets > UK Economics Update — 23 Jan, 2012How would a European Tobin Tax affect the UK?UK Markets > UK Economics Update — 19 Jan, 2012Regional Monitor (Jan.)UK Markets > UK Economics Update — 12 Jan, 2012More QE likely next month UK Markets > UK Economics Update — 03 Jan, 2012Another GBP18bn of fiscal tightening due in 2012 UK Markets > UK Economics Update — 14 Dec, 2011Regional Monitor (Nov.)UK Markets > UK Economics Update — 12 Dec, 2011How will "splendid isolation" affect the UK?UK Markets > UK Economics Update — 08 Dec, 2011More QE possible as soon as January UK Markets > UK Economics Update — 07 Dec, 2011Is the Chancellor right to take the credit for low gilt yields?

UK Markets > UK Economics Update — 01 Dec, 2011FSR highlights growing risk of credit crunch UK Markets > UK Economics Update — 30 Nov, 2011Growth prospects worsen as euro-zone break-up nears UK Markets > UK Economics Update — 17 Nov, 2011Little cause for cheer on Northern Rock sale UK Markets > UK Economics Update — 16 Nov, 2011Regional Monitor (Oct.)UK Markets > UK Economics Update — 10 Nov, 2011MPC unlikely to pause for long UK Markets > UK Economics Update — 31 Oct, 2011Monetary Indicators Monitor (Oct.)UK Markets > UK Economics Update — 17 Oct, 2011Euro crisis to tip the UK back into recession UK Markets > UK Economics Update — 12 Oct, 2011Regional Monitor (Sep.)UK Markets > UK Economics Update — 06 Oct, 2011QE2 won't eliminate recession risks UK Markets > UK Economics Update — 21 Sep, 2011Growth forecasts revised down; recession risks rising

UK Markets > UK Economics Update — 21 Sep, 2011The privatised utilities are one route to higher investment UK Markets > UK Economics Update — 14 Sep, 2011Regional Monitor (Aug.)UK Markets > UK Economics Update — 08 Sep, 2011Case for more QE strengthening UK Markets > UK Economics Update — 30 Aug, 2011Monetary Indicators Monitor (Aug.)UK Markets > UK Economics Update — 25 Aug, 2011Overseas examples suggest VAT cuts costly and ineffectual UK Markets > UK Economics Update — 24 Aug, 2011Encouraging private sector investment should be part of any Plan B UK Markets > UK Economics Update — 17 Aug, 2011Regional Monitor (Jul.)UK Markets > UK Economics Update — 15 Aug, 2011What consumers need most is lower commodity prices UK Markets > UK Economics Update — 10 Aug, 2011Bounce in UK equities unlikely to continue UK Markets > UK Economics Update — 08 Aug, 2011Stock market turmoil increases double dip risks

UK Markets > UK Economics Update — 04 Aug, 2011Struggling recovery needs low interest rates UK Markets > UK Economics Update — 02 Aug, 2011Four reasons why gilt yields will stay low UK Markets > UK Economics Update — 29 Jul, 2011Monetary Indicators Monitor (Jul.)UK Markets > UK Economics Update — 25 Jul, 2011Which measure of employment is right?UK Markets > UK Economics Update — 07 Jul, 2011Extra QE more likely than a rate rise UK Markets > UK Economics Update — 29 Jun, 2011Monetary Indicators Monitor (Jun.)UK Markets > UK Economics Update — 09 Jun, 2011Low rates needed to get recovery back on track UK Markets > UK Economics Update — 07 Jun, 2011Plan B worries underline low interest rate outlook UK Markets > UK Economics Update — 01 Jun, 2011Monetary Indicators Monitor (May)UK Markets > UK Economics Update — 16 May, 2011Has the manufacturing recovery run out of steam?

UK Markets > UK Economics Update — 05 May, 2011Case for a rate hike weakening UK Markets > UK Economics Update — 04 May, 2011Monetary Indicators Monitor (Apr.)UK Markets > UK Economics Update — 19 Apr, 2011Are the trade figures better than they look?UK Markets > UK Economics Update — 29 Mar, 2011Monetary Indicators Monitor (Mar.)UK Markets > UK Economics Update — 02 Mar, 2011How worrying is the rise in companies' price expectations?UK Markets > UK Economics Update — 01 Mar, 2011Monetary Indicators Monitor (Feb.)UK Markets > UK Economics Update — 28 Feb, 2011A strong recovery needs faster money growth UK Markets > UK Economics Update — 21 Feb, 2011Fears of rising pay settlements overdone UK Markets > UK Economics Update — 10 Feb, 2011MPC should hold its nerve UK Markets > UK Economics Update — 09 Feb, 2011Project Merlin no magic fix for bank lending

UK Markets > UK Economics Update — 09 Feb, 2011Is the MPC acting asymmetrically?UK Markets > UK Economics Update — 09 Feb, 2011Project Merlin no magic fix for bank lending UK Markets > UK Economics Update — 08 Feb, 2011How hard would a rate rise hit households?UK Markets > UK Economics Update — 01 Feb, 2011Monetary Indicators Monitor (Jan.)UK Markets > UK Economics Update — 26 Jan, 2011Fears of stagflation overdone UK Markets > UK Economics Update — 18 Jan, 2011Oil prices another brake on the economic recovery UK Markets > UK Economics Update — 13 Jan, 2011MPC not panicking yet UK Markets > UK Economics Update — 11 Jan, 2011Will the MPC be panicked into raising rates?UK Markets > UK Economics Update — 05 Jan, 2011VAT inflation effects shouldn't panic the MPC UK Markets > UK Economics Update — 04 Jan, 2011A tough year ahead for consumers

UK Markets > UK Economics Update — 04 Jan, 2011Monetary Indicators Monitor (Dec.)UK Markets > UK Economics Update — 09 Dec, 20102011 to be the year of QE2 UK Markets > UK Economics Update — 01 Dec, 2010Can stockbuilding keep the recovery going?UK Markets > UK Economics Update — 29 Nov, 2010OBR sounds a cautious note UK Markets > UK Economics Update — 29 Nov, 2010Monetary Indicators Monitor (Nov.)UK Markets > UK Economics Update — 17 Nov, 2010What does the Irish crisis mean for the UK?UK Markets > UK Economics Update — 09 Nov, 2010Fragile consumer sentiment points to spending slowdown UK Markets > UK Economics Update — 04 Nov, 2010QE2 still likely as recovery fades UK Markets > UK Economics Update — 29 Oct, 2010Monetary Indicators Monitor (Oct.)UK Markets > UK Economics Update — 27 Oct, 2010Construction recovery built on fragile foundations

UK Markets > UK Economics Update — 20 Oct, 2010Spending Review spells out the pain UK Markets > UK Economics Update — 12 Oct, 2010Low company failures keep a lid on redundancies UK Markets > UK Economics Update — 07 Oct, 2010Edging closer to more stimulus UK Markets > UK Economics Update — 29 Sep, 2010Monetary Indicators Monitor (Sep.)UK Markets > UK Economics Update — 28 Sep, 2010What else can the MPC buy?UK Markets > UK Economics Update — 17 Sep, 2010Is employment really rising that much?UK Markets > UK Economics Update — 14 Sep, 2010Imports check net trade boost UK Markets > UK Economics Update — 13 Sep, 2010Food price rises shouldn’t prompt policy changes UK Markets > UK Economics Update — 09 Sep, 2010QE2 being readied for launch UK Markets > UK Economics Update — 08 Sep, 2010Sterling rally may not be over

UK Markets > UK Economics Update — 06 Sep, 2010"Plan B" is to bank on the MPC UK Markets > UK Economics Update — 06 Sep, 2010Is there any point doing more QE?UK Markets > UK Economics Update — 31 Aug, 2010Pension funds vulnerable to renewed economic slowdown UK Markets > UK Economics Update — 31 Aug, 2010Monetary Indicators Monitor (Aug.)UK Markets > UK Economics Update — 05 Aug, 2010Signs of slowdown keep rates on hold UK Markets > UK Economics Update — 29 Jul, 2010Monetary Indicators Monitor (Jul.)UK Markets > UK Economics Update — 26 Jul, 2010No quick fix for bank lending UK Markets > UK Economics Update — 22 Jul, 2010Bank privatisations unlikely to support the recovery UK Markets > UK Economics Update — 15 Jul, 2010How can the Government get banks to lend?UK Markets > UK Economics Update — 08 Jul, 2010Case for near-term hike fading

UK Markets > UK Economics Update — 29 Jun, 2010Monetary Indicators Monitor (Jun.)UK Markets > UK Economics Update — 25 Jun, 2010Banks still in no position to lend much more UK Markets > UK Economics Update — 22 Jun, 2010Budget squeeze on household finances to weigh on house prices UK Markets > UK Economics Update — 22 Jun, 2010UK Budget Checklist UK Markets > UK Economics Update — 17 Jun, 2010What if the emergency Budget raises VAT?UK Markets > UK Economics Update — 14 Jun, 2010OBR forecasts do not point to a soft Budget UK Markets > UK Economics Update — 10 Jun, 2010Rising inflation unlikely to scare MPC into rate hikes UK Markets > UK Economics Update — 08 Jun, 2010UK faces a tougher task than Canada to cut deficit UK Markets > UK Economics Update — 02 Jun, 2010Monetary Indicators Monitor (May)UK Markets > UK Economics Update — 24 May, 2010Spending cuts just the tip of the iceberg

UK Markets > UK Economics Update — 17 May, 2010OBR details underline likelihood of tax hikes UK Markets > UK Economics Update — 13 May, 2010OBR could prompt bigger budget tax hikes UK Markets > UK Economics Update — 12 May, 2010Tax bargaining just a sideshow to the great squeeze UK Markets > UK Economics Update — 10 May, 2010Fiscal uncertainty keeps MPC on hold UK Markets > UK Economics Update — 10 May, 2010Economy should not scupper the deal UK Markets > UK Economics Update — 05 May, 2010How will sterling markets fare after the election?UK Markets > UK Economics Update — 05 May, 2010UK election ushers in the Great Squeeze UK Markets > UK Economics Update — 04 May, 2010Monetary Indicators Monitor (Apr.)UK Markets > UK Economics Update — 29 Apr, 2010Macroprudential toolkit could help interest rates stay low UK Markets > UK Economics Update — 29 Apr, 2010Greek woes underline need for clear fiscal plan

UK Markets > UK Economics Update — 28 Apr, 2010Could a strong pound be a post-election headache?UK Markets > UK Economics Update — 28 Apr, 2010Public sector job cuts could yet take unemployment to 3m UK Markets > UK Economics Update — 22 Apr, 2010Are hung parliament fears easing?UK Markets > UK Economics Update — 19 Apr, 2010Hot ash won’t cool the UK’s recovery UK Markets > UK Economics Update — 08 Apr, 2010MPC waits for news on fiscal squeeze UK Markets > UK Economics Update — 07 Apr, 2010Upbeat economic news may not do the job for Mr Brown UK Markets > UK Economics Update — 30 Mar, 2010Conservatives jump on the waste wagon UK Markets > UK Economics Update — 29 Mar, 2010Monetary Indicators Monitor (Mar.)UK Markets > UK Economics Update — 24 Mar, 2010Budget 2010 – Stamp duty measures ignore the real issues UK Markets > UK Economics Update — 24 Mar, 2010UK Budget Checklist

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