Latin America Economics Focus Bubble, bubble toil and trouble? Concerns that super-loose monetary policy in the West will fuel a bubble in emerging market assets are beginning to mount. While we believe that capital flows to Latin America will ease over the... 2nd October 2009 · 1 min read
UK Economics Focus Global asset prices at risk from higher Japanese rates In this Focus we argue that monetary tightening in Japan is a potential trigger for a sharp correction in bond markets and other asset prices in the West. The Bank of Japan (BoJ) is likely to start to... 16th February 2006 · 1 min read
UK Economic Outlook Monetary Policy at the Crossroads (Q3 04) The general perception among economists and the markets alike is that the UK’s inflation targeting monetary policy regime is the model that all other countries should follow. But is the current regime... 27th June 2004 · 1 min read
