The economic data is hinting at an impact from trade tensions. But it’s very modest, so far at least
weekly brief
Chief Economist’s Weekly Brief Encouraging
An upbeat speech from Bank of England governor Mark Carney shortens the odds of an August rate hike
Chief Economist’s Weekly Brief – Cloudy
Some crumbs of comfort for the UK economy, but the outlook remains uncertain
Chief Economist’s Weekly Brief – Largesse
Pressure eases on public finances, but not enough to finance a big Birthday gift without recourse to higher taxes.
Chief Economist’s Weekly Brief – Full Time
Big, expensive, marred by controversy and inherently political. No, not the World Cup. QE. And the final whistle for this extraordinary period for monetary policy is approaching. At least for this round. And there’s always the chance of extra time.
Chief Economist’s Weekly Brief – Sweet sweet services
A reversal of fortune in the service sector should hail a return to business as usual for the UK economy.
Chief Economist’s Weekly Brief – Jaws
Rising oil prices means that, like the eponymous shark Jaws, inflation keeps coming back. Manufacturers report tighter margins and consumers face a summer of squeezed budgets. Just when you thought it was over eh!
Chief Economist’s Weekly Brief – Shoulder shrug
Not a lot to write home about in last week’s economic data. In the round, it was fairly soft. But at least the public finances are improving. Perhaps important with a certain ‘national institution’s’ 70th birthday on the way. Continue reading
Chief Economist’s Weekly Brief – Still purring
Despite strong investment, record employment and (finally) real pay growth, weak spending slows the economy.
Chief Economist’s Weekly Brief – Spring postponed
Sense that spring was postponed too long this year? The UK economy and the Bank of England feel the same.
