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Theresa May offers only a little new on Brexit

Grant Lewis
  • Theresa May’s speech on Brexit today provided an opportunity to reset the Brexit negotiations.
  • Unfortunately, she does not appear to have offered enough to move them on to the next stage, leaving businesses continuing to face enormous uncertainty.

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ECB: Not yet ready to set next steps

  • While Draghi and the updated forecasts might provide the odd clue, we don’t expect much more light to be shone on the ECB’s policy outlook this week.

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Euro area shows the UK how it’s done

  • With business confidence high, growth accelerating, and voters turning their backs on populists' politics, the euro area’s economic outlook looks increasingly bright. Sadly, the same can hardly be said for the UK. 

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The ECB: No need to rush

  • Provided the French election passes without a shock, the euro area economic recovery looks to be in good shape. 
  • So, although weak underlying inflation means the ECB will not act in the near term, the debate over when to end its negative interest rate policy is set to intensify.  

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Japan: Everything under control in 2017?

  • Japan’s economic recovery looks set to be maintained in 2017, supported by both domestic and external demand.
  • But while inflation will move gradually higher, it will remain some way below target, and so the BoJ will be in no rush to amend its yield curve control policy. 

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