Filtered by Subscriptions: UK Economics Use setting UK Economics
This report is only available as a PDF. Click to download. … UK Trade (May) …
9th July 2009
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 …
The lags between economic activity and the labour market appear to have shortened during this recession. Nonetheless, unemployment looks unlikely to start falling again until at least 2011. … Unemployment unlikely to peak until …
25th June 2009
This report is only available as a PDF. Click to download. … UK CBI Distributive Trades Survey (Jun.) …
24th June 2009
This report is only available as a PDF. Click to download. … Trade boost under threat? …
22nd June 2009
Consumer spending looks unlikely to keep falling at such a sharp rate as the 1.2% drop seen in Q1. After all, it now looks like the overall economy could be out of recession as soon as Q3, or even the current quarter, and given its 65% or so weight in …
19th June 2009
The latest monetary indicators confirm that the Bank of England’s asset purchases under its quantitative easing (QE) programme are providing some boost to the money holdings of the non-bank sector. But there is still little evidence of a wider pick-up in …
18th June 2009
This report is only available as a PDF. Click to download. … UK Retail Sales & Public Finances (May) …
This report is only available as a PDF. Click to download. … MPC Minutes (Jun.) & Labour Data (Apr./May) …
17th June 2009
This report is only available as a PDF. Click to download. … UK Consumer Prices (May) …
16th June 2009
One of the puzzles of this recession is why consumer spending on the high street is so much stronger than spending off it. The credit crunch driven nature of the slowdown appears to have played a key role in this. But as the weakening labour market starts …
15th June 2009
This report is only available as a PDF. Click to download. … Is the recession over? …
This report is only available as a PDF. Click to download. … UK BoE Inflation Attitudes (May) …
11th June 2009
This report is only available as a PDF. Click to download. … UK Industrial Production & Trade (Apr.) …
10th June 2009
Yesterday, we revised up our forecasts for economic growth in the UK. Our new forecasts still leave the economy on a very weak path, which will not prevent further falls in employment and household income. As such, hopes that house prices are approaching …
9th June 2009
This report is only available as a PDF. Click to download. … UK BRC Retail Sales Monitor (May) …
Today we have revised our key economic forecasts. At the same time, we have updated our projections for currency, bond, equity and commodity markets. The new market numbers are presented in the table at the bottom of page 2. Included for the first time …
8th June 2009
Upward revisions to our global economic forecasts and an improvement in the economic data at home have led us to revise our forecasts for UK GDP growth higher. But the outlook remains weak and extremely uncertain, while the large amount of spare capacity …
This report is only available as a PDF. Click to download. … The MPC’s bond yield conundrum …
7th June 2009
This report is only available as a PDF. Click to download. … Producer Prices (May) …
5th June 2009
The MPC’s decision to pause today was no surprise in the light of the announcement only last month to extend quantitative easing and recent signs of improvement in the economic data. But we still suspect that further policy support will be required to …
4th June 2009
This report is only available as a PDF. Click to download. … Halifax House Price Index (May) …
This report is only available as a PDF. Click to download. … UK CIPS/Markit Report on Services (May) …
3rd June 2009
This report is only available as a PDF. Click to download. … Bank of England Lending Figures (Apr.) …
2nd June 2009
The forward-looking economic indicators have continued to improve over the past month and are still pointing to a much smaller contraction in GDP in Q2 than in Q1. But we have yet to see anything that points to actual growth in the economy. Nonetheless, …
1st June 2009
