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Analysis
FinancialsUnited Kingdom
The British Pound Sterling is the official currency of The United Kingdom.
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bearishMacroeconomics
02 Sep 2019 22:33

UK Politics: Boris Versus Bremain

Since my baseline forecast changed on 25 July to a no-deal Brexit, markets have priced in more of the risk, but that risk has also risen...

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Phil Rush
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bearishMacroeconomics
02 Sep 2019 19:40

UK: IP Contracting to 2017 Levels in Mid-19

The UK manufacturing PMI fell to 47.4 in Aug-19, broadly in line with the euro area, as weakness in the forward-looking aspects offset a less...

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Phil Rush
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bullishMacroeconomics
14 Aug 2019 20:45

UK Inflation: Shocking Computer and Brexit Games

UK inflation data for Jul-19 were distorted by computer games again, which caused the annual CPI rate to exceed expectations by 0.2pp at 2.1%....

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Phil Rush
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bearishMacroeconomics
13 Aug 2019 18:56

UK: Wages Surge Before Vacancies Risk Crystalises

Headline labour market data were mixed in Jul-19 as wages surged, supported by positive revision tendencies, but the unemployment rate increased...

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Phil Rush
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bearishMacroeconomics
09 Aug 2019 20:16

UK: GDP Contraction Before Brexit Bifurcation

UK GDP disappointed expectations in June as output was flat on the month. Together with downward revisions, output contracted by 0.2% q-o-q in...

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Phil Rush
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