Peel Hunt Research
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NEW PODCAST https://t.co/1lUuztNCAs Jim O'Neill is the most influential economist in the UK and has been pivotal to thoughts on growth economies, structural changes and developing the #NorthernPowerhouse with George Osborne as well as being Chair of Northern Gritstone, which
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See our Chief Economist's @KallumPickering latest thoughts on the global economic outlook below #economy #macro #fed #boe #useconomy #usmacro #ukeconomy #ukmacro #china #japan #eurozone #ecb #trump
NEW REPORT Global economic outlook midyear update: The art of muddling through Today we publish our midyear global economic outlook - which adds 2027 projections and compares where we are now versus January, and discusses what has changed during H1. Three themes: - At
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'Businesses now spend more time wrangling paperwork than innovating, investing and wooing customers – a sad twist of fate for a country that once ran an empire on ledger books and tea.' My latest in the @TeleBusiness ahead of the nine year Brexit anniversary Nine years after
telegraph.co.uk
The UK’s major problems are home-grown – and the EU can no longer be used as a scapegoat
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Mixed UK consumer data this AM: retail down sharply in May (-2.8% MoM) while consumer confidence ticked higher in June (-18 up 2 points). A short thread on what's going on, mostly charts (1/11) #ukeconomy #ukmacro #economy #ukretail #reeves #labour #FinanceDaily #PoliticsLive
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Anthony Leatham @PeelHunt rates Law Debenture #investment trust a buy in @TeleQuestor @TeleBusiness. "...the trust offers a compelling combination of actively managed stock picking, attractive yield and strong dividend growth." @AICPRESS
telegraph.co.uk
Law Debenture boasts a unique structure with two valuable sources of outperformance
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The Age of Opportunity - a collection of short essays from @PeelHunt Conference magazines can be a bit boring. But this one isn't! A great team effort and well worth a read. #ukeconomy #ukfinancialmarkets #ftse250 #ai #technology #economy
https://t.co/5Ts5M0Qous
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Following on from the Japan surprise, +ve revisions across the board for PMIs in Europe. Specifically, the UK reading, which now signals growth in May, chimes more closely with other soft data showing healthy Q2 growth - inc. the Lloyds business barometer #ukeconomy #ukmacro
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Thanks @tejparikh90 for sharing our analysis on UK energy and productivity - which is available as a blog on the @PeelHunt website See here https://t.co/NXnxkhpWFT
#ukenergy #uknetzero #netzero #ukeconomy #ukmacro
peelhunt.com
Check out the latest edition of my @FT newsletter. (1/2) The UK doesn't have a "productivity puzzle". Its problem is policymaking: https://t.co/rB9SlZhLn5 With insights from @TeraPauliina, @TPIProductivity @KallumPickering , and @BritainRemade
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RT @KallumPickering: +VE UK GDP SIGNAL My favourite lead indicator, the Lloyds Business Barometer, jumped solidly in May to 50 from 39 in…
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How should we interpret the recent trend of positive UK economic data? Keep it simple - just focus on the fundamentals! One of the UK themes which I've repeatedly emphasised—and which explains economic trends in the UK almost as well as any other in recent years—is the
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Great to join @CNBC this morning! See why I give the UK government a C- score on domestic policy but a B+ on foreign and international policy, and why the big risk to the UK outlook is further tax rises! #ukeconomy #ukmacro #economy #macro #trade
https://t.co/Ch9oyLMEDP
cnbc.com
Kallum Pickering, chief economist at Peel Hunt, discusses the recent trade deals the U.K. has agreed with the U.S., India and European Union.
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Global economic update: resilient markets, critical uncertainties, and transatlantic gaps
peelhunt.com
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Five things I'm watching in the UK this week 1. UK-EU summit – can policymakers convince investors and businesses that the so-called post-Brexit ‘reset’ is genuine? 2. BoE Chief Economist Huw Pill speaks tomorrow at 09:00 GMT. He was in the minority who voted to hold the Bank
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Looking for a positive dose of UK news on a Friday? Check out our Chief Economist @KallumPickering analysis below #ukeconomy #ukmacro #economy
Happy Friday! This week’s chart of the week is an optimistic one and follows on from the positive surprise in first quarter UK GDP data. It shows that—I suspect to the surprise of many readers and in contrast to the stagnation narrative that prevails in the press—real GDP growth
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Genus is a great British company and a market leader in animal genetics. The company has spent a decade developing and bringing to market a breakthrough gene edited technology. This interview with Jorgen Kokke (CEO) tells more. https://t.co/NNs1Z4jnpo
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Three positive UK economic stories 1. UK-India and UK-US (pending but likely) trade deal announcements show that the UK is moving against the tide of de-globalisation and also countering the half-deserved notion that it had closed up shop by leaving the EU. 2. The BoE will
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BoE cuts 25bp - 5-4 vote. MIXED SIGNALS - Two members (Swati Dhingra and Alan Taylor) preferred to reduce Bank Rate by 0.5 percentage points, to 4%. Two members (Catherine L Mann and Huw Pill) preferred to leave Bank Rate unchanged, at 4.5%.
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Electricity theory of everything
We begin our analysis with a simple observation - that the decline in UK electricity availability, which started in 2006, coincided with the start of structural weakness in UK productivity growth (2/16) #productivitypuzzle #ukeconomy
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An excellent thread. It's all about energy. The UK's form of economic and social martyrdom means we're slowly choking ourselves to death.
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