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UK CPI Watch – A deflationary shock?

UK CPI Watch – A deflationary shock?

Markets are expecting a re-acceleration in November’s inflation number tomorrow with expectations at 0.1% vs 0.0% in October. What do our models tell us, and what should we expect? Our thoughts and findings here.

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UK CPI Watch – A deflationary shock?

UK Watch – Are UK assets a go or a nogo?

The UK has received some attention throughout the current economic cycle as they try to combat weakening growth together with inflation way above BoE’s target. Is now the time to buy UK assets, or is it still a nogo? We’ve run the numbers.

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Europolitics Watch #1 – The Big Breturn??

Europolitics Watch #1 – The Big Breturn??

Fair warning: anyone believing that the UK is approaching more EU alignment has grossly underestimated the depths of mutual animosity and distrust that’s currently splitting the Tories from within

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