UK Economics Weekly The beginning of the end for the consumer binge? ( 5th November 2001 · 1 min read
UK Economics Focus Have Houses Been a Good Buy? The recent burst of rapid house price inflation has reinforced the perception that investing in housing is a sure-fire winner. Historically, though, the notion of dramatic increases in personal wealth... 31st October 2001 · 1 min read
UK Economics Focus Fiscal Fears Overdone The twin prospects of war and economic weakness in the wake of the terrorist attacks on America have prompted concerns over the fiscal outlook in the UK. Speculation has increased that the Government... 5th October 2001 · 1 min read
UK Economics Focus More Cuts to Come Today’s 25bps cut in interest rates is not unexpected as it completes unfinished business from the previous inter-meeting cut. This is the second shoe to drop. 4th October 2001 · 1 min read
UK Economics Focus Blair and the Euro – A Serious Case of Mission Creep? Today’s press is full of the idea that the Prime Minster is set to push ahead with plans for a euro referendum. This is so much at odds with our own assessment, notably in our last Quarterly Review... 3rd October 2001 · 1 min read
UK Economic Outlook The Economic & Financial System at War (Q4 01) The world is on the brink of the worst economic downturn since the second world war. In America this will take the form of outright recession. In Japan and much of Asia, the economy is already in... 27th September 2001 · 1 min read
UK Economics Focus Schizophrenia in the Markets The equity markets seem to be reflecting the fear of recession, or even global slump. Even though we are hopeful that these fears are overdone, we cannot say that they are ridiculous. Quite apart from... 21st September 2001 · 1 min read
UK Economics Focus Half-hearted, but welcome Today’s 25bp cut in interest rates from the Bank of England looks a bit like a compromise between those MPC members anxious to participate in the global loosening of policy kicked off by the Fed... 18th September 2001 · 1 min read
