The (Election) Week That Will Be (8th December 2019)

This week we will find out:

  1. How uncertain is the outcome of the UK election? - A Conservative Majority is still the most likely outcome.
  2. How much more stimulus will come? - FOMC (Weds), ECB (Thurs)
  3. How much is the world growing? - Inflation data from China (Tues), US (Weds); US Retail Sales (Fri)

We already know:

  1. UK politics is unstable.
    • But Boris Johnson can continue to be confident of victory
    • The Conservative lead has stabilised
    • Constituency level polling . . .

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