Swiss Economicblogs.org
Developments in Brexit negotiations, a hawkish Bank of England, and the strong performance of blue chip stocks mean that we have been updating our forecasts for the UK.Although the UK macro outlook has not changed much in recent weeks and considerable uncertainty remains in terms of the Brexit negotiations, the BoE’s hawkish shift has led to a material repricing of UK assets, including the currency and rates. In addition to monetary policy considerations, another driver of improved market...
Read More »Shifting prospects for the UK economy and financial assets
