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Economy

UK Economy Shows Fresh Momentum as GDP Rises 0.4% in Q2 — Could Growth Reshape the Bank Rate Outlook?

The UK economy has delivered a stronger performance than many investors feared, with real GDP expanding 0.4% during the second quarter of 2026 and monthly output rising 0.3% in June. The latest figures have shifted attention away from immediateRecessionconcerns and towards a more complicated …

Ankur Sharma | 17 August 2026

UK Jobs Market Weakens: Could Falling Vacancies Force the Bank of England to Cut Rates?

The UK labour market has moved increasingly into the centre of the country's economic debate.

Ankur Sharma | 13 August 2026

US tariff uncertainty intensifies: Could global companies face another wave of trade disruption?

US tariff policy is once again becoming a major market issue because uncertainty surrounding trade rules is affecting how companies plan their businesses.

Ankur Sharma | 13 August 2026

Andy Burnham Faces Prison Capacity Crisis as Early Release Plan Sparks Fresh UK Political Storm

The UK's prison system has moved rapidly up the political agenda as overcrowding and limited capacity create increasingly difficult choices for the new government.

Ankur Sharma | 13 August 2026

Bank of England Rate Outlook: Are UK Borrowing Costs Heading Towards 4%?

The UK's inflation outlook has become one of the most important economic stories for investors because the direction of prices is no longer a straightforward disinflation narrative.

Ankur Sharma | 13 August 2026

Black Sea crisis intensifies: Why global markets are watching Russian ports, oil tankers and grain shipments

The Russia-Ukraine conflict is entering another phase in which commercial shipping infrastructure is increasingly intertwined with military strategy.

Ankur Sharma | 13 August 2026

Can Andy Burnham Deliver Business Growth Without Raising Taxes Across the UK Economy?

Andy Burnham's government is facing an immediate economic dilemma.

Ankur Sharma | 13 August 2026

China’s export surge accelerates: Could Beijing’s manufacturing power reshape global markets again?

China is entering another phase of its economic transformation in which overseas demand is increasingly important for manufacturers.

Ankur Sharma | 13 August 2026

Could China’s military activity around Taiwan trigger a new global trade and semiconductor shock in 2026?

China-Taiwan relations have returned to the centre of geopolitical risk calculations as military activity around Taiwan continues to attract international attention.

Ankur Sharma | 13 August 2026

Could the Fed’s September Rate Path Shift After US Inflation Comes in as Expected?

The latest US inflation data have changed the tone of financial markets because they provided investors with something they desperately wanted to see:no major upside inflation surprise.

Ankur Sharma | 13 August 2026
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