Property

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Economics

Is US core inflation picking up?

US core inflation has picked up over the past year.... or has it? It depends which measure you use. Core CPI is back in line with average, but the Fed's preferred measure, core PCE, remains below the Fed's 2% target which makes forecasting US core inflation hard.

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Economics

Maybenomics – is UK fiscal stimulus on the cards?

As the Brexit smoke begins to clear, we are starting to gain a better understanding of what might be on the horizon for the UK. The Bank of England has showed its hand; is fiscal stimulus likely to follow?

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Economics

Home sweet home?

The housing market was already expected to slow going into the summer. In the immediate aftermath of the of EU referendum, however, fears about the UK housing market intensified.

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Strategy

Post-Brexit market volatility and political uncertainty

Following a stark market response to what was an unexpected result, markets remain volatile. Political uncertainty is at record levels in the UK which impacts business investment. See my interview on Bloomberg TV's European Close show yesterday where I discuss the market impact of the Brexit vote, how imported inflation could hit consumption, and which areas of the market have been worst hit, including sterling and UK property.

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Economics

Once bitten, twice shy

The recovery in US house prices and rise in equities means US household wealth has climbed to a record high. So why are consumers still behaving cautiously?

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Strategy

The lopsided UK residential property market

A new look at old data suggests that buy-to-let has been the 'only game in town'" in the UK property market for the last 15 years. Tighter regulatory and fiscal policy threatens to disrupt that growth, with potentially significant consequences for the whole residential property market.

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