Philip Shaw
Philip Shaw
consumer evidence slow spending starting
We think consumer spending will slow down and we're starting to see some evidence of that.
couple critical data deals due expect january numbers pay remain signs
The critical numbers will be the data on January which are due in a couple of months, but there are no signs of inflation-busting pay deals from these numbers and we expect that to remain the case.
coming committee continue debate downside output rates received surprises upside
The debate over rates will continue to intensify over the coming months, not least as the committee has received downside surprises from output and upside surprises from inflation.