As ever, the input price data is an energy story, and the fall in the sterling price of oil in the last month is coming through a little quicker than thought, |
As the data continue to firm and upside risks to inflation build, we believe the MPC will adjust interest rates higher in the New Year, |
As the data continue to firm and upside risks to inflation build, we believe the MPC will adjust interest rates higher in the New Year. |
As the majority of the fraud was committed in prior periods, there was no impact on the company's recent interim result, or future results. |
Clearly the departure of the most hawkish member of the committee suggests a risk of a marginally more dovish balance, |
Clearly the departure of the most hawkish member of the committee suggests a risk of a marginally more dovish balance. |
Fence sitting [is] to continue. |
For now, the 8-1 vote will provide ammunition to the doves that expect the next move to be a cut. |
Growth has come back and there's still some further improvement left in the pipeline. I think the sentiment on the rate-setting committee is also evolving. With the data continuing to improve we could see a 9-0 vote fairly soon. |
It's a healthy increase. It shows the retail sector is not on the brink of falling off a cliff. I still firmly believe the next move in interest rates is more likely to be up than down. |
Mortgage approvals highlight a significant probability that we will see double-digit house price inflation this year. The MPC would do well to learn from last year's mistakes and react sooner rather than later. |
Not even the most dovish of forecasters expects interest rates to be cut at Thursday's meeting. |
Overall, this reinforces signs that we have seen the worst news on UK activity. |
Services performance was encouraging especially given the glimmers of hope on the domestic demand side. |
Since mid-2005 there have been concrete signs that the consumer is bouncing back and there is evidence from individual retailers as well as the key surveys that the critical Christmas period saw very robust retail spending. |