Key Points from the Week: UK macro developments were dominated by fiscal sustainability and monetary policy this week. The Office for Budget Responsibility warned that public finances remain on an…
Key Points from the Week: The UK macroeconomic picture remained mixed, with the services sector recording its sharpest contraction since early 2023 reinforcing signs that weaker demand is increasingly outweighing…
Key Points from the Week: UK markets remained focused on monetary policy communication and political transition this week, with renewed geopolitical jitters adding further pressure. Gulf strikes put the FTSE…
Key Points from the Week: The UK macroeconomic landscape was dominated this week by Prime Minister Keir Starmer's resignation, triggering a Labour leadership contest and introducing a fresh source of…
Key Points from the Week: The UK macroeconomic narrative shifted materially this week as a preliminary US-Iran peace agreement triggered a sharp fall in oil prices, lifting sterling and equities…
Key Points from the Week: The UK macroeconomic picture is characterised by cautious stability rather than decisive improvement. Bank of England policymakers remain divided as Alan Taylor arguing rates are…
Key Points from the Week: UK macro sentiment remained cautious as June opened, with the Bank of England reinforcing its patient stance and Andrew Bailey signalling little urgency to respond…
Key Points from the Week: UK macro conditions offered tentative signs of easing inflationary pressure this week, with softer inflation, slower wage growth, weaker labour market data and contracting business…
Key Points from the Week: UK markets endured another turbulent week as political instability, persistent inflation and geopolitical risk converged on gilts, sterling, and broader financial assets. Long-dated gilt yields…
Key Points from the Week: UK markets remained under pressure from a complex mix of geopolitical and domestic political uncertainty, with gilts, sterling and equities all moving in close step…
