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May 20, 2026
UK CPI Review: Inflation Falls Broadly But A Calm Before the Storm?
May 20, 2026 6:42 AM UTC
What are energy induced price rises are now very evident, even more so in the latest PPI data very much contrasting with the more benign picture in April’s more closely watched CPI figures. Thus, having seen headline CPI jump to 3.3% in March and where services rose to 4.5% on the back if what may
May 19, 2026
UK Labor Market: Core Wage Pressures hit New Cycle -Low as Jobs Growth into Sharp Reverse
May 19, 2026 6:56 AM UTC
Even more clearly, there are further signs that the labor market is haemorrhaging jobs both clearly and broadly with fresh falls in the more authoritative measure of jobs covering payrolls. Indeed, private sector payrolls are still falling, down over 0.8 ppt in y/y terms with the m/m drop the larg
May 18, 2026
May 15, 2026
U.S. April Industrial Production - Led by a bounce in autos, but underlying trend positive
May 15, 2026 1:30 PM UTC
Following an upbeat Empire Sate manufacturing survey for May, April industrial production gives further evidence that the manufacturing sector is in good health, rising by a stronger than expected 0.7% overall with a 0.6% increase in manufacturing, though half of the latter came from autos.
May 14, 2026
UK Politics – A Laboured Labour Election Ahead?
May 14, 2026 12:55 PM UTC
It is somewhat ironic that as markets (particularly gilts) fret over a shift to the left causing less fiscal prudency, it is actually the centre of the Labour party that is fermenting the most uncertainty. (Now Ex) Secretary Streeting has yet to make a formal bid to challenge PM Starmer for the le