UK Wrap: Onwards and upwards
This 'Wrap' pulls together the UK story as an annotated compilation of my published charts, updated to include the latest data.
- Activity: GDP growth has troughed near 0.3% q-o-q, while imbalances appear less threatening.
- Inflation: August surged, albeit in a narrow sense. My forecast CPI inflation peak has risen to 3.1%.
- BoE: The BoE has returned to a hawkish stance. I expect a hiking cycle to begin in Nov-17.
- Brexit: Recent transition proposals reduce disorderly risks while withdrawal negotiations are ongoing.
Heteronomics provides UK-centric macro research. A hallmark attention to detail delivers a depth of analysis beyond what the sell side now delivers. Clients can also experience events that privately provide insights on these topics. Have a bespoke request for research or an event? Let us know. Clients can expect assistance with their own requirements to the extent it doesn't impinge upon other clients. Think of it as retaining an expert economist, without the large overhead.
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