Key Points from the Week: The UK macroeconomic outlook remained broadly resilient this week despite heightened geopolitical uncertainty. The Bank of England kept interest rates unchanged at 3.75%, with policymakers…
Key Points from the Week: The UK macroeconomic backdrop this week was shaped by easing inflation alongside continued fiscal scrutiny. Consumer inflation fell to 2.6%, giving the Burnham government a…
Key Points from the Week: The UK macroeconomic narrative this week centred firmly on the Burnham government, with markets cautiously assessing its emerging fiscal agenda. Sterling strengthened and gilt yields…
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…
