22 February 2022 Budget Surplus to be Swallowed by Surging Cost of Debt Repayments

The UK printed a budget surplus of £2.9BN in January 2022 aided by a surge in tax revenues with central government receipts totalling £91.6BN in January 2022, £8.6BN more than in January 2021.

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21 February 2022 UK Economy Recovery Accelerates in February show PMIs, Locking in a March Rate Hike

The UK's economic rebound accelerated faster than expected in February, according to a leading survey which noted "a swift rebound in UK economic conditions".

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17 February 2022 Bring Back the Volatility: The Fed Must Engineer Uncertainty to Lower Inflation says Credit Suisse's Pozsar

"To improve labor supply, the Fed might try to put volatility in its service to engineer a correction in house prices and risk assets – equities, credit, and Bitcoin too," says Zoltan Pozsar of Cre…

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16 February 2022 UK Inflation Forecasts: "The Worst is Yet to Come" as some Economists Warn of 8.0% Peak

Most economic forecasters say further price rises are in store for the UK, with most seeing a peak in the current inflationary cycle in April, when the energy bill cap is lifted and the government …

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16 February 2022 Institutional Investors Now Heavily Invested in the Rotation Trade

Institutional investors are now largely bearish finds the much-watched Bank of America Global Fund Manager Survey, although they say any fall in U.S. CPI inflation could catalyse a more sustained i…

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11 February 2022 UK GDP Firmer than Expected, Economists see "Sizeable" Pick-up in February

Omicron’s impact on growth less than feared, late January pick-up bodes well for February.

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11 February 2022 U.S. Inflation Forecasters Still See Prices Falling Around Spring Time

Forecasters remain confident that inflation is still likely to begin falling around Spring time.

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