21 March 2025 Reeves Presides Over "Massive Overrun in Public Spending"

Falling tax receipts and public sector pay inflation drive deterioration in Britain's finances.

Read more … →
21 March 2025 Bank of England Running Out of Road

The Bank of England might be about to abandon a quarterly run-rate of interest rate cuts.

Read more … →
20 March 2025 Strong Wage Growth to Tie Bank of England's Hands

UK labour market data released hours ahead of the Bank of England's decision show no chance of an interest rate cut being announced.

Read more … →
18 March 2025 Record U.S. Production is Just Tariff Front-running

The U.S. reported a 0.7% month-on-month increase in industrial production in February, far better than the 0.2% gain that the consensus had expected.

Read more … →
18 March 2025 German Confidence Surges

Economic expectations are improving considerably again in March.

Read more … →
18 March 2025 Markets to Welcome UK Welfare Budget Cuts

Financial markets will welcome a decision by the government to cut spending on welfare, say analysts.

Read more … →
14 March 2025 Bank of England's Inflation Survey Should Set Off Alarm Bells

Inflation expectations are de-anchoring.

Read more … →