Filtered by Subscriptions: UK Economics Use setting UK Economics
This report is only available as a PDF. Click to download. … MPC Minutes & CBI Industrial Trends (Nov.) …
18th November 2009
This report is only available as a PDF. Click to download. … UK Consumer Prices (Oct.) …
17th November 2009
The recent improvement in the unemployment figures has quietened concerns about the labour market. But we think that much of the labour market adjustment is yet to come. We continue to expect unemployment to breach the 3 million mark and to stay there for …
12th November 2009
This report is only available as a PDF. Click to download. … Bank of England Inflation Report (Nov.) …
11th November 2009
This report is only available as a PDF. Click to download. … UK Labour Data (Sep./Oct.) …
This report is only available as a PDF. Click to download. … UK Trade (Sep.) & BRC Retail Sales (Oct.) …
10th November 2009
This report is only available as a PDF. Click to download. … Producer Prices (Oct.) …
6th November 2009
The Monetary Policy Committee’s decision to extend its quantitative easing (QE) programme by only £25bn today presumably reflects the recent improvement in some of the economic indicators. But with the strength and durability of the recovery still highly …
5th November 2009
This report is only available as a PDF. Click to download. … UK Industrial Production (Sep.) …
This report is only available as a PDF. Click to download. … UK CIPS/Markit Report on Services (Oct. …
4th November 2009
The Government today announced more details on its latest round of assistance for UK banks. With the banking system still heavily dependent on state support, a significant pick-up in bank lending continues to look unlikely. We still expect the continued …
3rd November 2009
This report is only available as a PDF. Click to download. … CIPS/Markit Report on Manufacturing (Oct.) …
2nd November 2009
The news that the economy failed to emerge from recession in the third quarter highlighted that the recovery will be a long and painful process. Not only is this now the longest recession since at least 1955, when quarterly data began, but the UK looks …
This report is only available as a PDF. Click to download. … UK GfK/NOP Consumer Confidence (Oct.) …
30th October 2009
We anticipate more monetary fireworks from the Monetary Policy Committee (MPC) at its meeting on 5th November. With the previous extension to its quantitative easing (QE) programme now complete and the economy still stuck firmly in recession, we expect it …
29th October 2009
On 31st October, there will be 1000 days to go until the start of the London 2012 Olympics. Without wishing to downplay the sporting and cultural significance of the Games, we doubt they will provide as large a boost to the UK economy as some recent …
It is looking increasingly likely that the Government will allow Lloyds Banking Group to bow out of the Asset Protection Scheme (APS). While this is testimony to the improvement in both financial and economic conditions in the past six months, it could …
This report is only available as a PDF. Click to download. … UK Lending to Individuals & M4 Breakdown (Sep.) …
The looming reversal of the temporary VAT cut should boost household spending at the end of this year, as consumers bring forward their spending. But this will just come at the expense of spending early next year. … The VAT threat to consumer …
28th October 2009
Last week’s provisional GDP figures showing the UK economy unexpectedly contracting in Q3 have prompted much debate over whether the figures under-represented the true strength of the economy and will be subsequently revised higher. But even a big upward …
27th October 2009
The recovery in consumer spending still looks likely to be sluggish. Even if banks loosen credit conditions further, households are likely to remain focused on paying off - rather than taking on - debt. And before long, a sharp fiscal consolidation will …
26th October 2009
Fears are growing that the UK is heading for a repeat of the damaging industrial action that characterised the so-called “Winter of Discontent” in 1978/9. However, we doubt that the damage to the economy will get anywhere near that seen during this period …
This report is only available as a PDF. Click to download. … Provisional GDP (Q3) …
23rd October 2009
Although the various measures of retail sales gave conflicting messages about the strength of high street spending in September, conditions off the high street have unambiguously improved. And in the near-term, we could see a further improvement. Car …
22nd October 2009
This report is only available as a PDF. Click to download. … UK Retail Sales (Sep.) …
This report is only available as a PDF. Click to download. … MPC Minutes (Oct.) …
21st October 2009
The narrow M0 measure of the money supply is still being kept high by the Bank of England’s asset purchases, but the broad money aggregates remain much weaker. That said, September’s figures on money and lending were the most encouraging in several …
20th October 2009
This report is only available as a PDF. Click to download. … Public Finances (Sep.) …
The recent rise in consumer confidence may not be sustained. But for now, it is big-ticket items that seem most likely to benefit from the improvement in sentiment. … Big-ticket items benefit most from rising consumer …
19th October 2009
At its September meeting, the Monetary Policy Committee noted the importance of earnings growth for the inflation outlook and suggested that firms had in part squeezed pay to offset the effect of rising import costs. Without a further fall in sterling, …
14th October 2009
This report is only available as a PDF. Click to download. … UK Labour Data (Aug./Sep.) …
There are have been suggestions that the adverse impact on the economy of the coming fiscal tightening will be largely or wholly offset by the positive effects of the fall in the sterling exchange rate. Indeed, the Conservative Party has advanced this …
The recent improvement in consumer confidence might give Gordon Brown hope that he can emulate John Major and pull off an unlikely election victory in the aftermath of a deep recession. But much hinges on how the economic recovery develops and whether …
13th October 2009
This report is only available as a PDF. Click to download. … UK Consumer Prices (Sep.) …
Inflation is likely to pick up again in the next few months but, further ahead, the huge amount of spare capacity that is building up in the economy will bear down heavily on core price pressures. Even if the relationship between spare capacity and …
The measures put in place by governments to support their banking sectors and economies have helped to avert a full-scale financial meltdown and a 1930s-style economic depression. But the full costs of the measures will be felt for years, if not decades, …
12th October 2009
After a decade or more in which rapid increases in public spending have lent powerful support to the UK economy, the great squeeze is about to begin. … The great squeeze (Q4 …
9th October 2009
This report is only available as a PDF. Click to download. … UK Trade (Aug.) & Producer Prices (Sep.) …
The Monetary Policy Committee (MPC) has made it clear that it wants to wait until November before re-assessing its programme of asset purchases, so today’s no-change decision was of little surprise. But with the economic recovery fragile and quantitative …
8th October 2009
The latest Nationwide consumer confidence survey supports the upbeat message from the other main measures of consumer sentiment. Whilst this will clearly boost hopes of a decent consumer recovery, the pick-up in confidence needs to be interpreted with …
7th October 2009
The proposed cuts in public spending set out by the Shadow Chancellor of the Exchequer George Osborne at the Conservative Party Conference in Manchester are likely to be just the first small step towards the biggest and most painful fiscal squeeze seen …
6th October 2009
This report is only available as a PDF. Click to download. … UK Industrial Production (Aug.) …
This report is only available as a PDF. Click to download. … UK CIPS/Markit Report on Services (Sep.) …
5th October 2009
