Global Economic Outlook Global recovery is still a long way off (Q1 02) 12th January 2002 · 1 min read
UK Economics Focus Interest rate expectations too pessimistic again 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... 9th January 2002 · 1 min read
UK Economics Focus Deflation Ahead? 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. 14th December 2001 · 1 min read
UK Economic Outlook Profits - The Bottom Line; Sharp falls in store in 2002 (Q1 02) 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. 13th December 2001 · 1 min read
UK Economics Focus Has the downturn killed the New Economy? Until recently, medium-term expectations for the economy have incorporated the hope that the UK would at some point exhibit some of structural improvements in performance apparently evident in the US... 4th December 2001 · 1 min read
UK Economics Focus Pre-Budget Report 2001 This is a slightly more generous package than we had anticipated, but not nearly as generous as the sharp upward revisions in the forecasts for borrowing over the next several years might suggest... 27th November 2001 · 1 min read