Clik here to view.
Credit in UK Booming Again; Wage Growth Has Lagged
There are continuing signs the UK’s economy is increasingly resembling itself prior to the financial crisis. House-price growth has cooled of late, but is still growing at 4.6% YoY, down from almost...
View ArticleA False Sense of Security in the UK
The UK’s economy is increasingly beginning to resemble how it looked prior to the financial crisis – this is not healthy and leaves the UK vulnerable to a repeat of the last crisis. In this...
View ArticleClik here to view.
Weaker Sterling and the UK’s Profound Reliance on Foreign Capital
The UK’s reliance on foreign capital is astounding. This is crucial to appreciate the broad-based decline in sterling we have seen over the past 6 months. As we have reminded clients frequently over...
View ArticleClik here to view.
In the UK, the Answer is Not Blowing in the Wind
In this short blog, we will show how we looked at the UK economy going into the UK’s referendum to leave the EU, and why our approach meant our forecasts were not reliant on the referendum’s result....
View ArticleClik here to view.
Long GBPUSD: Short Squeeze and April Seasonality
(from our Weekly report of 4th April 2017) GBPUSD remains range bound, with the triggering of Article 50 last week widely expected by the market. Since the Brexit vote, speculative positioning on GBP...
View Article
