Conflicting forces are dominating the UK labor market. Data released on Tuesday revealed that the unemployment rate ticked up from 3.6% to 3.7% in the three months to October (the second consecutive increase), providing some…
In this Strategy Outlook, we present the major investment themes and views we see playing out next year and beyond.
The UK Royal Institution of Chartered Surveyors’ (RICS) house price net balance – which is calculated as the difference between the share of property surveyors expecting house prices to increase and those that expect…
Price pressures remain intense in the UK. Headline CPI inflation jumped from 10.1% y/y to a 41-year high of 11.1% in October – surpassing expectations of a milder acceleration to 10.7%. Similarly, the month-on-month rate…
Central banker messaging after the latest rate hike announcements in the US, UK and Australia indicates a shift in focus from the pace of hikes to how high rates must rise to slow growth and bring down inflation. This represents the…
Europe is hampered by a lower trend growth rate, but has room to grow faster than the US over the next two years. How can investors profit from this outlook?