UK: Recovery Stalling Before Winter Winds
GDP growth slowed further in August to only 2.1%, which was under half the expected rate. Such sequential slowing reinforces my view that the...
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Event Risk and Market Volatility: Partners in Crime
Market volatility has been reasonably subdued in recent weeks, despite acute event (and macro data) risk in the next four weeks, including of...
555 Views
UK: Winter Is Coming to Crush the Recovery
 second wave of the Covid-19 pandemic is motivating new activity restrictions, which seem set to get tighter as seasonality raises infections. I...
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TMI Snapshots: Wild Brexit Sentiment Ride Turning Positive Again?
Since the June '16 referendum, Brexit has given usÂ
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UK: Fiscally Focused on Frustrating Flows
The government is replacing its furlough scheme with a wage subsidy, which will support some partially-viable jobs. Many jobs will be lost,...
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