Research Briefing
We expect the MPC to raise Bank Rate at December's meeting. But recent UK developments, including calmer financial markets, a...
UK Recession
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Displaying 1 to 8 of 8 results
Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Research Briefing
While most measures suggest a tight UK labour market, the pass-through to wage growth has been weak. We expect labour...
Research Briefing
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
Research Briefing
UK government's U-turns on tax cuts, the prospect of further fiscal policy tightening, and calmer financial markets mean the Monetary...
Research Briefing
With Liz Truss's agenda of tax cuts and supply-side reforms dead before it had even begun, her resignation as UK...
Research Briefing
We estimate the recent surge in swap rates – a key driver of mortgage rates – means that UK house...
BoE governor Andrew Bailey's insistence that emergency support will end on Friday is an unsustainable position that we expect to...
