New U.K. regime will be caught between policy promises and financial markets
Economy performing better than expected, pushing out Fed action
Moderate price growth is forecast, and arrears is expected to rise slightly
Weaker labour market, still-high interest rates and dwindling savings to crimp consumer spending
Range of possible futures depends on immigration levels
Despite initial cut, monetary policy remains restrictive, and economy faces other headwinds
Global rate cycle has turned, but central banks to stay cautious
Populism driving polarization, weakening region's governments, institutions
Services inflation is running hot, while goods disinflation is set to slow, NBF says
Rate cuts remain data dependent as growth cools, recession avoided