Research Briefing
A glance at recent headlines in the UK could leave the reader feeling beleaguered. So the tongue-in-cheek question posed recently...
Research Briefing
A glance at recent headlines in the UK could leave the reader feeling beleaguered. So the tongue-in-cheek question posed recently...
Research Briefing
High-frequency data on numbers of employees and median pay suggest that the Covid-19 pandemic has not made the ‘north-south divide’...
Research Briefing
The minutes of September’s MPC meeting were more hawkish, leading markets to price in a rate hike early next year....
Research Briefing
Construction and, to a lesser extent, manufacturing and agriculture were the only UK sectors to suffer significant labour shortages in...
Although the ‘ pingdemic ’ in July raised concerns about the UK economic recovery, the evidence is that activity has...
Research Briefing
The latest money and credit data suggested caution on the part of consumers. Unsecured lending flatlined in July and households’...
Research Briefing
Retail sales fell sharply in July, but we don’t see this as a reason to turn bearish on the consumer...
Research Briefing
July’s fall in inflation is likely to represent only brief respite for consumers. After a larger than expected rise in...
Research Briefing
A decent rise in GDP in Q2 confirmed hopes that the relaxation of Covidrestrictions would trigger a strong response from...
Rising coronavirus cases have resulted in London moving further from normality throughout June and into July. London’s normality score in...
Research Briefing
The region with the strongest forecast GVA rise in 2021 is the East Midlands, with an 8.2% increase, closely followed...
Research Briefing
Oil prices have stabilised around $75pb following the OPEC+ deal earlier thismonth to taper production cuts starting in August. The...
The construction sector did not escape the coronavirus-induced economic downdraft unscathed. Activity at the global scale fell 1.4% in 2020,...
Research Briefing
Another upside inflation surprise points to the CPI measure peaking much higher than we previously thought. But June’s rise in...
Consulting Report
The Port of London Authority (PLA) commissioned Oxford Economics to produce forecasts of cargo handled in the Port of London...
There has been a rise in Covid 19 cases , exacerbated by the more transmissible Delta variant. As a result,...
Research Briefing
The government’s announcement that most of the remaining Covid restrictions are likely to be removed on July 19 has bolstered...
Research Briefing
The MPC now thinks CPI inflation could exceed 3% this year, with the risk of an even bigger overshoot of...
There has been much discussion around the world about how the Covid pandemic is disproportionately impacting women in the labour...
Research Briefing
London’s business activity continued to improve in April, according to the IHS Markit Purchasing Manager’s Index (PMI), and business confidence...