Hints and tips:
...The online supermarket, jointly owned by Ocado — which reports numbers on Tuesday — and Marks and Spencer, parted company with chief executive Melanie Smith and warned on profits several times; its sales...
...The online supermarket, jointly owned by Ocado — which reports numbers on Tuesday — and Marks and Spencer, parted company with chief executive Melanie Smith and warned on profits several times....
...Melanie Baker and Jacob Nell, Morgan Stanley There are so many government policies on housing that it is difficult to be confident about the net impact....
...Simon Kirby, Head of Macromodelling and Forecasting, NIESR I think the first increase will happen within the next six months....
...Melanie Baker, Jacob Nell, Morgan Stanley c) is closest to our views. We continue to think that the OBR is too optimistic on the likely near-term path of GDP growth, and therefore on revenues....
...Melanie Baker, Jacob Nell, Morgan Stanley We think the UK recovery is robust and self-sustaining....
...Melanie Baker and Jacob Nell, Morgan Stanley The UK will struggle to maintain the same pace of growth....
...Simon Kirby, Head of Macromodelling and Forecasting, NIESR The 12 to 24 month period after such a vote would probably prove quite volatile for the UK economy....
...Simon Kirby, NIESR Depends over what time horizon we are thinking about....
...Simon Kirby, economist NIESR The ‘average’ household should experience rising real disposable incomes throughout next year....
...Simon Kirby, economist NIESR I expect it to....
...Melanie Baker, Morgan Stanley We see a tug of war on the MPC between dovish “deflationists”, who are more worried about deflation, and hawkish “inflationists”, who are more worried about inflation....
...Melanie Baker, Jacob Nell, Morgan Stanley We think that either a Labour-led or a Conservative — led government would deliver something close to the existing plans in 2015 and 2016, ie a front-loaded further...
...Melanie Baker, Morgan Stanley: In our central case: With a recovery in productivity growth clear, it looks like weak productivity was largely a cyclical phenomenon....
...Simon Kirby, NIESR: The weak performance of the economy over the period 2011-12 was exacerbated by domestic fiscal consolidation....
...Simon Kirby, NIESR: The recent, welcome, developments in the labour market imply the chance of the unemployment rate breaching the Bank’s 7 per cent threshold, next year, has increased dramatically....
...Simon Kirby, NIESR: The UK recovery needs to evolve over the next few years. Consumer spending growth underpinned the recovery in 2013 and this will probably continue throughout 2014....
...Simon Kirby, NIESR: I expect the UK to maintain a reasonable rate of growth over throughout 2014, with growth remaining heavily dependent on consumer spending....
...Melanie Baker, Morgan Stanley: We assume that part of the productivity puzzle is cyclical and part structural....
...Simon Kirby, NIESR: House prices in aggregate are still too high. House prices are expected to gradually ‘correct’ over the coming years....
...Melanie Baker, Morgan Stanley: I worry less about the prospect of not being in the EU than I do about the process of leaving....
...Melanie Baker, Morgan Stanley: The UK won’t see a sustained economic recovery in 2013 ....
...Melanie Baker, Morgan Stanley: We are not assuming any change in the Bank of England monetary policy remit next year....
...Melanie Baker, Morgan Stanley: George Osborne will and should be able to keep “Plan A” in operation....
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