FLASH: UK Consumer Resurgence Despite Jun-18 Dip
Retail sales disappointed extraordinarily bullish Consensus expectations by falling 0.5% m-o-m in June but matched my assessment to keep Q2 GDP...
483 Views
UK Inflation: Seasonal Smash Shouldn’t Dissuade BoE
Inflation in Jun-18 disappointed consensus expectations again as it held at 2.4% on the CPI and only rose to 3.4% on the RPI. Clothing and...
518 Views
FLASH: UK Labour Market Momentum Remains Hawkish
The unemployment rate remained at 4.2% in May, but robust employment trends and a supportive cohort effect make another fall likely in June. Hours...
458 Views
FLASH: UK GDP Still Rebounding Toward 0.4% in Q2
Monthly GDP increased by 0.3% m-o-m in May, as expected. GDP remains on track to grow 0.4% q-o-q in Q2, and the BoE shouldn’t need the extra data...
368 Views
UK Politics: Leading Soft Brexit or Bust
Softer Brexit proposals presented a position that senior Brexiteers could not get behind, leading to both the Brexit and Foreign Secretaries to...
440 Views