Key Points from the Week: The UK economy is showing signs of near-term resilience, but the foundations are fragile. Strong mortgage approvals and consumer lending reflect households bringing forward borrowing…
Key Points from the Week: The UK macro environment is no longer navigating a policy cycle, it is navigating a policy stalemate. The Bank of England is now widely expected…
Key Points from the Week: Energy-driven volatility continues to dominate UK markets, with geopolitical developments dictating moves across equities, currencies and policy expectations. Elevated oil prices are keeping inflation risks…
Key Points from the Week: Geopolitics is once again the dominant force in UK markets. The collapse of US-Iran ceasefire talks triggered sharp reversals across equities, currencies and energy markets…
Key Points from the Week: UK markets are being shaped by a demanding combination of geopolitical shocks, policy uncertainty and tightening financial conditions. Diplomatic developments have triggered short-term rallies, but…
Key Points from the Week: UK financial markets are navigating a demanding confluence of forces: geopolitical risk, inflation uncertainty and accelerating regulatory intervention are all weighing simultaneously on sentiment and…
Key Points from the Week UK financial markets had a turbulent week, buffeted by geopolitical tensions and energy price swings. A partial easing of Middle East risks offered some late-week…
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…
