Key Points from the Week: The UK's economic recovery hit another rough patch as growth stalled, and that was before the latest energy shock entered the picture. Escalating Middle East…
Key Points from the Week: Escalating tensions in the Middle East unsettled global markets last week, driving a sharp rally in oil prices and prompting investors to rethink expectations for…
Key Points from the Week Policy recalibration continues to define the UK macro backdrop, with a notably more dovish Bank of England stance reinforcing expectations of a March rate cut…
Key Points from the Week: Cooling inflation and easing wage pressures have reinforced expectations of imminent monetary policy loosening, even as unemployment rises to post-pandemic highs and productivity challenges re-emerge.…
Key Points from the Week: Despite muted UK growth, persistent trade imbalances, and mixed consumer sentiment, expectations are building that the Bank of England may be inching towards a more…
Key Points from the Week: The UK navigated a week of political uncertainty and cautious economic signals. Cabinet backing for the Prime Minister helped restore short-term confidence in gilt markets,…
Key Points from the Week: The Bank of England is set to keep rates unchanged, with a softer labour market and easing wage growth offset by brighter business surveys and…
Key Points from the Week: Sterling rose to a four-month high, boosted by stronger UK economic data and a softer US dollar, easing expectations of aggressive Bank of England rate…
Key Points from the Week: UK markets balanced improving sentiment with a measure of caution this month. The FTSE reached record highs, supported by stronger growth data and easing borrowing…
Key Points from the Week: UK markets had a mixed start to the year, swinging between optimism and caution. The FTSE briefly climbed above 10,000 before easing back as geopolitical…
