Latin America Economics Update Three challenges for 2011 Policymakers in the region will face three challenges this year: keeping inflation under control, preventing asset price bubbles from building and managing currency appreciation. All are consequences... 7th January 2011 · 1 min read
Japan Economics Update What should we make of the BoJ's latest moves? Today’s announcements of a new asset purchase scheme by the Bank of Japan (BoJ) and its symbolic lowering of the key policy rate are not game changers and the tepid market response is probably... 5th October 2010 · 1 min read
China Economics Update Hong Kong growth set to surprise on upside Hong Kong’s economy will significantly outpace most people’s expectations this year, but inflation is likely to remain very low. 18th February 2010 · 1 min read
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
