FLASH: BoE Sees Gloom Before Room to Raise Rates
The MPC was unanimous in leaving policy unchanged again in Feb-19, as expected. Downgrades to demand projections seem excessive, in my view, with...
542 Views
FLASH: UK PMIs Overstate Sour Start to 2019
The UK PMIs all fell toward 50 in Jan-19, with the services survey’s 50.1 print over two standard deviations below its post-referendum PMI-based...
373 Views
FLASH: UK IP Relies on Energy to Grow in Jan-19
The UK’s manufacturing PMI fell by 1.4-points to 52.8 in Jan-19, which was double the Consensus decline. Inventory accumulation continues to...
375 Views
Global Equity Strategy: Global Outlook Improving
Broad global indexes (MSCI ACWI, ACWI ex-U.S., and EAFE) are showing signs of bottoming due to positive short-term price inflections topside their...
541 Views
A Brexit Win: Commons (And May) Agree the Brady Amendment For "Alternative Arrangements" On NI
The House of Commons voted on Tuesday (29th January) for the "Brady Amendment" to the Withdrawal Agreement, which calls for "alternative...
480 Views