There's still a lot of confusion about what the sectors mean. I think it's going to take some time for the individual analysts to become familiar with their new companies.
This shows a continued need for new houses in line with the recommendations of the Barker report.
This underpins our view that interest rates will have to come down again although the MPC caution on inflation suggests that's not going to happen until early next year.
This was extraordinarily weak, even taking into account the seasonal unreliability of the data.
We are increasingly nervous about our call for a quarter-point rate cut in February, even if we are not ready to throw in the towel. Continued sluggish growth should mean the next couple of years see a degree of disinflation, justifying lower interest rates.
We found that the cortex showed a different pattern of development.
We think consumer spending will slow down and we're starting to see some evidence of that.
We think the chances of a hike next week are virtually zero.
We think the door is still open for a cut in rates over the next two months, perhaps as soon as next month.
We will see nervous trading ahead, as we have seen from Cisco that the worst is not yet over for corporate earnings.
What this suggests is that we may have already seen the peak of headline inflation.
While we believe the recent run of stronger high street spending will peter out, a majority of MPC members may differ and we expect official rates to remain on hold at 4.5 percent.
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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.