Filtered by Subscriptions: UK Economics Use setting UK Economics
This report is only available as a PDF. Click to download. … Industrial recovery will not force rates up yet …
15th July 2002
This report is only available as a PDF. Click to download. … Cause for concern …
8th July 2002
This report is only available as a PDF. Click to download. … Lower exchange rate not sufficient for early euro entry …
5th July 2002
This report is only available as a PDF. Click to download. … No rate rise - yet …
3rd July 2002
This report is only available as a PDF. Click to download. … First hints of re-balancing …
1st July 2002
Having pulled the economy along almost single-handedly in recent years, the consumer express train is about to hit the buffers. … A major rebalancing of the British economy is on the way (Q3 …
27th June 2002
This report is only available as a PDF. Click to download. … Inflation numbers will keep interest rates down …
26th June 2002
We have long argued that houses are over-valued, based on evidence from the house-price earnings ratio (HPE). But some commentators argue that the HPE is no longer a credible leading indicator of housing valuations. This Focus looks at whether evidence …
20th June 2002
This report is only available as a PDF. Click to download. … Stockmarket falls won’t derail recovery …
17th June 2002
This report is only available as a PDF. Click to download. … Has the MPC dropped a stitch? …
10th June 2002
This report is only available as a PDF. Click to download. … Housing market boom stepping up a gear? …
5th June 2002
The Q1 GDP figures display a clear disparity between the nominal figures, which show a healthy 1.3% rise in the first three months, and the real figures, which imply that output stagnated over the same period. The disparity was caused by a sharp increase …
31st May 2002
This report is only available as a PDF. Click to download. … Base rates to remain unchanged …
29th May 2002
This report is only available as a PDF. Click to download. … The MPC switches to amber …
20th May 2002
This report is only available as a PDF. Click to download. … Inflation Report to confirm no hurry to raise rates …
13th May 2002
This report is only available as a PDF. Click to download. … Rates on hold – and fears of early hikes are wide of the mark …
8th May 2002
This report is only available as a PDF. Click to download. … Mr Brown’s numbers still look too optimistic …
6th May 2002
This report is only available as a PDF. Click to download. … Question marks over the recovery? …
29th April 2002
This report is only available as a PDF. Click to download. … A New Trend at the Treasury …
22nd April 2002
The leaks about this year’s budget were half right. The increases in spending are indeed enormous, concentrated on the NHS, but the tax rises on individuals are smaller than we had been led to believe. (Surprise, surprise.) Moreover, they only come into …
17th April 2002
This report is only available as a PDF. Click to download. … Give manufacturers a chance …
15th April 2002
House prices are currently rising by between 14% and 16% a year, giving rise to fears of a looming crash. A key indicator of whether or not house prices are sustainable is their relationship to earnings, as given by the ratio of average house prices to …
12th April 2002
This report is only available as a PDF. Click to download. … Oil price rises cut both ways …
8th April 2002
This report is only available as a PDF. Click to download. … Rates on hold for a while yet …
4th April 2002
This report is only available as a PDF. Click to download. … Base rates to remain on hold – but don’t expect early hikes …
3rd April 2002
This report is only available as a PDF. Click to download. … Balance of payments still okay...for now …
2nd April 2002
The world economy has shown encouraging signs of recovery in the last three months. Surveys of business and consumer confidence have rebounded, and industrial orders have started to rise again. And in the US, even the labour market appears to be …
30th March 2002
In contrast to his previous five Budgets, Mr Brown will present his sixth against a deteriorating fiscal background. Coupled with the pressures to maintain strong spending growth in key public services, this has led to expectations that taxes will rise …
28th March 2002
This report is only available as a PDF. Click to download. … Strong sales won’t force rates up …
25th March 2002
This report is only available as a PDF. Click to download. … Rate cuts fade away, but rises are nowhere in sight …
20th March 2002
This report is only available as a PDF. Click to download. … Spanners in the inflation works? …
18th March 2002
Few domestic economic issues have prompted as much concern recently as the level of household debt. Even the policymakers themselves have worried that, in cutting interest rates to very low levels to maintain growth in the short-term, they could simply be …
11th March 2002
This report is only available as a PDF. Click to download. … Productivity set for take-off? …
This report is only available as a PDF. Click to download. … Rates on hold, but rate cutting cycle may not yet be over …
7th March 2002
This report is only available as a PDF. Click to download. … Rebalancing underway, but mind the gap …
4th March 2002
This report is only available as a PDF. Click to download. … Tax warnings overdone …
25th February 2002
This report is only available as a PDF. Click to download. … Retailers try it on …
18th February 2002
This report is only available as a PDF. Click to download. … Strong housing, strong consumer …
11th February 2002
This report is only available as a PDF. Click to download. … Much closer than it looks …
4th February 2002
This report is only available as a PDF. Click to download. … Abandoning the inflation target? …
28th January 2002
Last year’s performance of the current account was much better than the consensus forecast, despite the fact this forecast was based on what turned out to be a much too optimistic world growth picture. If consensus forecasters had known that the UK would …
22nd January 2002
This report is only available as a PDF. Click to download. … The great sales puzzle …
21st January 2002
This report is only available as a PDF. Click to download. … Retailers’ last hurrah? …
14th January 2002
Markets have begun the new year with their traditional pessimism towards interest rates. Having dropped to levels perceived to be “abnormally low” last year, rates are now expected to move quickly back up to more “normal” levels of nearly 5.5% by the end …
9th January 2002
This report is only available as a PDF. Click to download. … Heroes or Villains? …
7th January 2002
This report is only available as a PDF. Click to download. … Borrowing still on track to undershoot …
20th December 2001
This report is only available as a PDF. Click to download. … Inflation Special: Deflation ahead? …
17th December 2001
November’s drop in RPIX inflation to its equal lowest ever level was notable enough, but in our view the number is just the starting point for some much more dramatic falls ahead. … Deflation …
14th December 2001
A simultaneous slowdown in all of the industrial nations is now underway. The result is that global growth in 2002 may be the weakest in post-war history. … Profits - The Bottom Line; Sharp falls in store in 2002 (Q1 …
13th December 2001
This report is only available as a PDF. Click to download. … Markets getting ahead of themselves? …
10th December 2001