Hints and tips:
...Preston Llewellyn: No....
...Erik Britton: Define ‘in control’ . . ....
...Erik Nielsen, Group Chief Economist, UniCredit Nothing material in 2019....
...Brzeski, ING-DiBa 0.8 per cent Clemens Fuest, Centre for European Economic Research Mannheim 1.2 per cent Chris Williamson, Markit 0.6 per cent Dario Perkins, Lombard Street forecasts 1.3 per cent Erik...
...Annenkov, Société Générale Yes Carsten Brzeski, ING-DiBa No Chris Williamson, Markit Yes Clemens Fuest, Centre for European Economic Research Mannheim No Dario Perkins, Lombard Street forecasts No Erik...
...per cent Anonymous 1.8 per cent Clemens Fuest, Centre for European Economic Research Mannheim 1.5 per cent Chris Williamson, Markit 2 per cent Dario Perkins, Lombard Street forecasts 1.6 per cent Erik...
...John Llewellyn, partner, Llewellyn Consulting As growth slows, fiscal policy will be obliged to assume much of the burden of macro stabilisation....
...John Llewellyn, partner, Llewellyn Consulting Headline CPI inflation is set to rise beyond 3%, driven in large part by weakness in sterling and the recent rebound in commodity prices....
...John Llewellyn, partner, Llewellyn Consulting It will take at least until midyear to gain any clarity on the President-elect’s policies, so direct impacts stand to be a second-order concern until late into...
...John Llewellyn, Llewellyn Consulting It will lead to some deprecation of the euro, and a widening of the current account imbalance between the two regions....
...John Llewellyn, Llewellyn Consulting Probably not much. Monetary policy has nearly reached the end of the road; and the risks of using it further — asset price rises and the like — are escalating....
...John Llewellyn, partner, Llewellyn Consulting As and when activity shows signs of slowing more sharply, the policy rate could be cut to zero....
...John Llewellyn, Llewellyn Consulting It would risk causing turmoil. Already there is marked tension between France and Italy on the one hand, and Germany on the other....
...John Llewellyn, Llewellyn Consulting Yes; and it will be more of the same — more asset purchases, and a marginal further cut in the deposit rate....
...John Llewellyn, partner, Llewellyn Consulting Labour force growth from immigration has boosted UK GDP growth....
...John Llewellyn, partner, Llewellyn Consulting Significant slowing for two primary reasons: squeeze on real incomes from higher (sterling) import prices; and a tempering of investment spending as a result...
...John Llewellyn, Partner, Llewellyn Consulting It will force at least some expansion of fiscal policy, as social services in particular are provided to the refugees....
...John Llewellyn, partner, Llewellyn Consulting More pessimistic than 12 months ago Almost six months from the Brexit referendum, little is known about the nature and timing of the UK’s departure from the...
...John Llewellyn, Llewellyn Consulting With monetary policy near, if not at, the end of the road, policymakers may well ultimately find themselves having to use fiscal policy, and in particular infrastructure...
...John Llewellyn, Partner, Llewellyn Consulting There are many potential potholes....
...John Llewellyn, Partner, Llewellyn Consulting It will only slightly tighter at most....
...John Llewellyn, Partner, Llewellyn Consulting Very little effect on supply; and somewhat more effect on demand so that, as usual, most of the consequences will be on prices....
...Grant Lewis, Head of Research, Daiwa Capital Markets Europe b) struggle to impose his planned spending cuts but revenues will remain on target or better John Llewellyn, Partner, Llewellyn Consulting a...
...John Llewellyn, Partner, Llewellyn Consulting The external deficit (the largest ever in peacetime), and associated weakness in manufacturing and other exportables, is a large and growing risk....
...Erik Nielsen, Global Chief Economist, UniCredit Brexit would inject huge uncertainty for the outlook....
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