Peel Hunt (@peelhunt) 's Twitter Profile
Peel Hunt

@peelhunt

A leading UK investment bank that specialises in supporting mid-cap and growth companies.
Organiser of the NED Awards: nedawards.co.uk

ID: 2543320555

linkhttp://www.peelhunt.com calendar_today03-06-2014 11:20:18

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James Clark 📈📉¯\_(ツ)_/¯ (@mr_james_c) 's Twitter Profile Photo

An excellent thread. It's all about energy. The UK's form of economic and social martyrdom means we're slowly choking ourselves to death.

Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

Three positive UK economic stories 1. UK-India and UK-US (pending but likely) trade deal announcements show that the UK is moving against the tide of de-globalisation and also countering the half-deserved notion that it had closed up shop by leaving the EU. 2. The BoE will

Three positive UK economic stories

1. UK-India and UK-US (pending but likely) trade deal announcements show that the UK is moving against the tide of de-globalisation and also countering the half-deserved notion that it had closed up shop by leaving the EU.

2. The BoE will
Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

BoE cuts 25bp - 5-4 vote. MIXED SIGNALS - Two members (Swati Dhingra and Alan Taylor) preferred to reduce Bank Rate by 0.5 percentage points, to 4%. Two members (Catherine L Mann and Huw Pill) preferred to leave Bank Rate unchanged, at 4.5%.

BoE cuts 25bp - 5-4 vote. MIXED SIGNALS - Two members (Swati Dhingra and Alan Taylor) preferred to reduce Bank Rate by 0.5 percentage points, to 4%. Two members (Catherine L Mann and Huw Pill) preferred to leave Bank Rate unchanged, at 4.5%.
Peel Hunt (@peelhunt) 's Twitter Profile Photo

Genus is a great British company and a market leader in animal genetics. The company has spent a decade developing and bringing to market a breakthrough gene edited technology. This interview with Jorgen Kokke (CEO) tells more. open.spotify.com/episode/3mp6rb…

Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

Five things I'm watching in the UK this week 1. UK-EU summit – can policymakers convince investors and businesses that the so-called post-Brexit ‘reset’ is genuine? 2. BoE Chief Economist Huw Pill speaks tomorrow at 09:00 GMT. He was in the minority who voted to hold the Bank

Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

Great to join CNBC this morning! See why I give the UK government a C- score on domestic policy but a B+ on foreign and international policy, and why the big risk to the UK outlook is further tax rises! #ukeconomy #ukmacro #economy #macro #trade cnbc.com/video/2025/05/…

Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

How should we interpret the recent trend of positive UK economic data? Keep it simple - just focus on the fundamentals! One of the UK themes which I've repeatedly emphasised—and which explains economic trends in the UK almost as well as any other in recent years—is the

How should we interpret the recent trend of positive UK economic data? 

Keep it simple - just focus on the fundamentals!

One of the UK themes which I've repeatedly emphasised—and which explains economic trends in the UK almost as well as any other in recent years—is the
Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

+VE UK GDP SIGNAL My favourite lead indicator, the Lloyds Business Barometer, jumped solidly in May to 50 from 39 in April – highest level since August 2024. Business expectations, which are the key GDP signal (see chart), rose from 50 to 56 – values +50. #ukeconomy #ukmacro

+VE UK GDP SIGNAL

My favourite lead indicator, the Lloyds Business Barometer, jumped solidly in May to 50 from 39 in April – highest level since August 2024. 

Business expectations, which are the key GDP signal (see chart), rose from 50 to 56 – values +50. #ukeconomy #ukmacro
Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

Thanks Tej Parikh for sharing our analysis on UK energy and productivity - which is available as a blog on the Peel Hunt Research website See here peelhunt.com/news-insights/… #ukenergy #uknetzero #netzero #ukeconomy #ukmacro

Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

Following on from the Japan surprise, +ve revisions across the board for PMIs in Europe. Specifically, the UK reading, which now signals growth in May, chimes more closely with other soft data showing healthy Q2 growth - inc. the Lloyds business barometer #ukeconomy #ukmacro

Following on from the Japan surprise, +ve revisions across the board for PMIs in Europe. Specifically, the UK reading, which now signals growth in May, chimes more closely with other soft data showing healthy Q2 growth - inc. the Lloyds business barometer #ukeconomy #ukmacro
Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

The Age of Opportunity - a collection of short essays from Peel Hunt Research Conference magazines can be a bit boring. But this one isn't! A great team effort and well worth a read. #ukeconomy #ukfinancialmarkets #ftse250 #ai #technology #economy flipsnack.com/phmarketing/th…

The Age of Opportunity - a collection of short essays from <a href="/PeelHunt/">Peel Hunt Research</a>  

Conference magazines can be a bit boring. But this one isn't! 

A great team effort and well worth a read. 

#ukeconomy #ukfinancialmarkets #ftse250 #ai #technology #economy

flipsnack.com/phmarketing/th…
Annabel Brodie-Smith (@annabelbrodies) 's Twitter Profile Photo

Anthony Leatham Peel Hunt Research rates Law Debenture #investment trust a buy in Telegraph Questor Telegraph Business. "...the trust offers a compelling combination of actively managed stock picking, attractive yield and strong dividend growth." AIC tinyurl.com/5t46njkc

Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

'Businesses now spend more time wrangling paperwork than innovating, investing and wooing customers – a sad twist of fate for a country that once ran an empire on ledger books and tea.' My latest in the Telegraph Business ahead of the nine year Brexit anniversary Nine years after

Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

Mixed UK consumer data this AM: retail down sharply in May (-2.8% MoM) while consumer confidence ticked higher in June (-18 up 2 points). A short thread on what's going on, mostly charts (1/11) #ukeconomy #ukmacro #economy #ukretail #reeves #labour #FinanceDaily #PoliticsLive

Mixed UK consumer data this AM: retail down sharply in May (-2.8% MoM) while consumer confidence ticked higher in June (-18 up 2 points). A short thread on what's going on, mostly charts (1/11) #ukeconomy #ukmacro #economy #ukretail #reeves #labour #FinanceDaily #PoliticsLive
Peel Hunt (@peelhunt) 's Twitter Profile Photo

See our Chief Economist's Kallum Pickering latest thoughts on the global economic outlook below #economy #macro #fed #boe #useconomy #usmacro #ukeconomy #ukmacro #china #japan #eurozone #ecb #trump

See our Chief Economist's <a href="/KallumPickering/">Kallum Pickering</a>
latest thoughts on the global economic outlook below
#economy #macro #fed #boe #useconomy #usmacro #ukeconomy #ukmacro #china #japan #eurozone #ecb #trump
Kallum Pickering (@kallumpickering) 's Twitter Profile Photo

NEW PODCAST players.brightcove.net/pages/v1/index… Jim O'Neill is the most influential economist in the UK and has been pivotal to thoughts on growth economies, structural changes and developing the #NorthernPowerhouse with George Osborne as well as being Chair of Northern Gritstone, which

NEW PODCAST 

players.brightcove.net/pages/v1/index… 

Jim O'Neill is the most influential economist in the UK and has been pivotal to thoughts on growth economies, structural changes and developing the #NorthernPowerhouse with George Osborne as well as being Chair of Northern Gritstone, which