"The latest UK retail sales figures are pretty good - as much for the upward revisions to past months as for July's figure, " said Vicky Redwood at Capital Economics.

BBC: Retail sales rise points to stronger UK economy

Taking all three surveys together, they point to GDP declining by 0.8% or 0.9% in the fourth quarter, an even bigger contraction than the 0.5% fall in the third, according to Vicky Redwood of Capital Economics, a consultancy.

ECONOMIST: The banking crisis is blunting the effect of rate cuts

Goldline can watch the gold and Annaly Capital Management and Redwood Trust can look over the mortgage-backed securities.

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