UK: Christmas CPI Present For Doves
UK inflation’s 31bps slowing to 3.15% went far further than expected, with significance raised by the substantial extent and the breadth of...
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Macro Outlook 2026: The Year of Transmission – From Policy to Impact
Volatility at the Forefront. Early 2025 was marked by sharp market volatility driven more by abrupt policy shifts than weakening fundamentals.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Dec 15, 2025
A strong dollar, high yields, and tight liquidity weighed on sentiment, while brief relief from easing geopolitical tensions quickly faded.
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US: Noisy November After Reopening
US private payroll growth stayed steady through the government shutdown. Statisticians failed to collect much data for November, yielding a noisy...
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UK: LFS Strengthens Policy Division
Doves and hawks on the MPC will find support for their views in the UK labour market data. It should strengthen divergent views in December, not...
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