- In one line: Volatile air fares cut CPI services inflation and will rebound, but Governor Bailey will now look for “aggressive" cut.
Rob Wood (Chief UK Economist)UK
- In one line: Slowing wages make a November rate cut a slam dunk as the MPC will ignore dodgy job data.
Rob Wood (Chief UK Economist)UK
- In one line: Slowing wages make a November rate cut a slam dunk as the MPC will ignore dodgy job data.
Rob Wood (Chief UK Economist)UK
- In one line: The headline trade deficit narrows because of erratics and metals.
Rob Wood (Chief UK Economist)UK
- In one line:August’s GDP rebound underwhelmed, cutting our Q3 growth forecast to 0.2% quarter-to-quarter.
Rob Wood (Chief UK Economist)UK
- In one line: House price inflation surges after MPC rate cut.
Rob Wood (Chief UK Economist)UK
- In one line: Retail sales rise solidly, shrugging off Budget uncertainty.
Rob Wood (Chief UK Economist)UK
- In one line: The REC stays weak, supporting another 25bp rate cut in November.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI surges as lower borrowing costs and optimism boost activity.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI falls, but it will rebound after the Budget.
Rob Wood (Chief UK Economist)UK
- In one line: The MPC will cut gradually, next in November and then in February.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI dips in September on Budget uncertainty, but output growth remains strong.
Rob Wood (Chief UK Economist)UK
- In one line: Q2 GDP growth revised down but remains above potential, while downward saving rate revisions point to slightly less cautious consumers.
Rob Wood (Chief UK Economist)UK
- In one line: MPC interest rate cuts are boosting the housing market and corporate borrowing.
Rob Wood (Chief UK Economist)UK
- In one line: House prices rebound strongly in September.
Rob Wood (Chief UK Economist)UK
- In one line:Retail sales flattered by the weather, but the trend is up as real wage gains drive stronger spending.
Rob Wood (Chief UK Economist)UK
- In one line:Government borrowing overshoot widens, so the Chancellor will raise taxes and change the debt rule in the Budget.
Rob Wood (Chief UK Economist)UK
- In one line: Tax hike fears cut consumers’ confidence, but we expect it to rebound.
Rob Wood (Chief UK Economist)UK
