Most analysts explain plans to raise interest rates as a desire to tackle inflation by strengthening the Pound, however, Barenberg sees a deeper economic argument too.

November 1,2017

"We expect a November hike because of what the BoE has said, not what the data have done," Bank of America Merrill Lynch.

October 24,2017

The outlook for German industry is brightening, albeit at a slower than expected pace, while prospects for Eurozone economic development have deteriorated. 

October 17,2017

UK manufacturing output has grown 3% since the referendum when it should have grown by around 11%, according to Bank of America, who observe that links between UK and European industrial sectors are already weakening. 

October 16,2017

Concerns over how long the City of London can weather Brexit uncertainty were raised today when one of the leading recruiters for the finance sector conformed a 13% drop in job availability year-on-year.

October 16,2017

The BoE's allusion to a possible rate rise is beginning to look like "policy error", according to one strategist, but if the bank rescinds its earlier guidance then bearish voices around Sterling will be amplified and losses magnified.

October 13,2017