Filtered by Subscriptions: UK Economics Use setting UK Economics
This report is only available as a PDF. Click to download. … UK Bank of England Lending Figures (Jun.) …
29th July 2009
Getting the public finances back to a sustainable position within a reasonable timeframe is likely to require both sizeable tax increases and the tightest squeeze on public spending seen for generations. This combination could hinder the economy’s growth …
28th July 2009
This report is only available as a PDF. Click to download. … UK CBI Distributive Trades Survey (Jul.) …
With the number of reported cases of swine flu rising sharply, estimates of the impact of the pandemic on the global and UK economies are escalating too. Upper estimates for the damage to the UK have reached 3% of GDP – roughly half the amount of output …
27th July 2009
This report is only available as a PDF. Click to download. … MPC takes hope from new money figures …
This report is only available as a PDF. Click to download. … Provisional GDP (Q2) …
24th July 2009
The main measures of unemployment have recently been giving conflicting messages. We think that the ILO measure – which is still rising sharply – is most relevant to the consumer spending outlook. … ILO measure of unemployment most relevant for …
23rd July 2009
The consumer sector is sharing in the improvement seen in the wider economy. That said, this simply means that consumer spending is probably falling at a slower rate than before, rather than rising strongly. What’s more, the recent recovery could soon …
This report is only available as a PDF. Click to download. … UK Retail Sales (Jun.) …
This report is only available as a PDF. Click to download. … MPC Minutes & CBI Industrial Trends (July) …
22nd July 2009
The recent rises in the major house price indices have fanned hopes that the worst of the housing market correction is now behind us. Yet price rises driven only by a temporary imbalance between the number of willing buyers and sellers will not be …
21st July 2009
This report is only available as a PDF. Click to download. … Public Finances (Jun.) …
The broad monetary aggregates are still showing little sign of responding to the Bank of England’s quantitative easing (QE) programme of asset purchases. We therefore continue to doubt that the QE undertaken so far will ensure a strong economic recovery. …
20th July 2009
This report is only available as a PDF. Click to download. … Inflation gap set to narrow …
With the economy emerging tentatively from recession, the near-term outlook for consumer spending has improved since the previous Analyst. As a result, we have nudged up our forecasts for overall consumer spending. … Retail to suffer renewed period of …
16th July 2009
The consumer downturn has so far been driven primarily by tighter credit conditions, falling house prices and low consumer confidence. But weak household income growth will play an increasing role, as unemployment rises further, pay growth slows and …
15th July 2009
This report is only available as a PDF. Click to download. … UK Labour Data (May/Jun.) …
This report is only available as a PDF. Click to download. … UK Consumer Prices (Jun.) …
14th July 2009
We do not think that reversing quantitative easing (QE) is an immediate concern for the Bank of England. Not only will the large amount of spare capacity keep inflationary pressures subdued for some time yet, but the looming fiscal tightening will delay …
13th July 2009
This report is only available as a PDF. Click to download. … Still on track for more QE …
This report is only available as a PDF. Click to download. … Producer Prices (Jun.) …
10th July 2009
The MPC’s failure today to announce an extension of its quantitative easing (QE) programme was a little disappointing in light of the continued weakness of the economic outlook. But further policy action almost certainly lies ahead. … MPC not done with QE …
9th July 2009
This report is only available as a PDF. Click to download. … UK Trade (May) …
This report is only available as a PDF. Click to download. … Manufacturing recovery looking weaker …
7th July 2009
There is little doubt that the near-term outlook for the economy has improved. But there remains a huge amount of uncertainty about just what shape the recovery will take. … U, V or W? (Q3 …
The markets have assumed that the initial and main policy response to a recovery in the UK economy will come from higher interest rates, and at a fairly early stage. But there are some good reasons why both the timing and shape of any policy tightening …
6th July 2009
This report is only available as a PDF. Click to download. … Data cast doubts on recovery prospects …
This report is only available as a PDF. Click to download. … UK CIPS/Markit Report on Services (Jun.) & HEW (Q1) …
3rd July 2009
We think that the Monetary Policy Committee (MPC) will extend its quantitative easing (QE) programme further within the next couple of months. The Committee may prefer to wait until August, to coincide with the publication of the Inflation Report and the …
2nd July 2009
This report is only available as a PDF. Click to download. … Bank of England Credit Conditions Survey (Q2) …
The downward revision to GDP in the first quarter means that the recession has been even deeper than previously thought. The 2.4% quarterly drop in GDP means that output has now fallen by a total of 4.9% – comparable to the falls seen at the same stage in …
1st July 2009
This report is only available as a PDF. Click to download. … UK CIPS Report on Manufacturing/Index of Services …
This report is only available as a PDF. Click to download. … National Accounts & Balance of Payments (Q1) …
30th June 2009
This report is only available as a PDF. Click to download. … Nationwide house prices (June) …
This report is only available as a PDF. Click to download. … Bank of England Lending Figures (May) …
29th June 2009
This report is only available as a PDF. Click to download. … Consumer imbalances should not be underplayed …
26th June 2009
The Bank of England’s latest Financial Stability Report (FSR) supports our view that bank lending growth will remain sluggish for a prolonged period, thus constraining the likely recovery in the overall economy. … Financial Stability Report highlights …
