Latin America Economics Update Argentine peso has further to fall The Argentine government has introduced various measures in recent weeks to increase the availability of foreign currency in a bid to stem the depreciation of the peso in both official and unofficial... 15th September 2014 · 1 min read
Nordic & Swiss Economics Update Sweden’s return to the left won’t banish stagnation fears Sweden’s general election yesterday resulted in defeat for the centre-right coalition Alliance Government after two terms in power but produced no overall majority for the centre-left opposition... 15th September 2014 · 1 min read
US Economics Weekly Rising dollar reflects economic strength Even a further rise in the dollar above its current four-year high won’t prevent a period of higher inflation and stronger GDP growth. It would be odd to conclude that the dollar will significantly... 12th September 2014 · 1 min read
Asia Economics Update Weak Indian data bolster calls to cut rates soon Today’s industrial production data for India have dampened hopes that the sector is on the cusp of a sustained recovery. But the good news is that inflation has also slowed, which could open up the... 12th September 2014 · 1 min read
Global Inflation Watch Euro-zone and Japan yet to escape from deflation threat Six years after the onset of the global financial crisis, there is still a threat of deflation. The biggestworry is in the euro-zone, where inflation expectations have slipped and the ECB’s actions... 12th September 2014 · 1 min read
Emerging Europe Economics Update Euro-zone more to blame for Q2 slowdown than Ukraine The slowdown in Central and South Eastern Europe in the second quarter has raised concerns about the region’s exposure to the crisis in Ukraine. In this Watch, we dig deeper into the GDP data to see... 11th September 2014 · 1 min read
Asia Economics Update Further tightening likely in the Philippines The central bank in the Philippines (BSP) today hiked two key policy rates against a backdrop of increasing risks in the financial sector and rising inflationary pressures. We expect to see further... 11th September 2014 · 1 min read
China Data Response Consumer & Producer Prices (Aug.) Today's inflation data suggest that price pressures remain subdued due to falling commodity prices and a relatively neutral monetary policy stance. As a result, even though pork prices and utility... 11th September 2014 · 1 min read
Global Economics Update What are inflation expectations telling us? Measures of inflation expectations are unanimous in pointing to a growing risk of deflation in the eurozone.Meanwhile, the rise in inflation expectations in Japan suggests that the BoJ’s actions have... 9th September 2014 · 1 min read
China Economics Update Inflation Monitor (Sep.) After another month of stable inflation in August, we expect rising pork prices and utility price reforms to push inflation higher over the coming quarters. But easing pressure on housing costs, weak... 9th September 2014 · 1 min read
Latin America Economics Focus Venezuela on the brink of a balance of payments crisis Rampant inflation, a weakening currency and falling foreign exchange reserves mean that Venezuela has all of the ingredients for a balance of payments crisis. We expect GDP to contract by a cumulative... 9th September 2014 · 1 min read
Japan Data Response Consumer Confidence (Aug.) The first decline in consumer confidence since April adds to the uninspiring survey evidence released for August. 9th September 2014 · 1 min read
UK Markets Chart Pack Low inflation outlook pushes rates down UK markets have pushed back their expectations for the timing of the first interest rate hike to the second quarter of 2015, even though the latest surveys suggest that the recovery has remained... 8th September 2014 · 1 min read
Latin America Economic Outlook Treading water Economic growth in Latin America slowed further in the first half of 2014 and we see little chance of a strong rebound over the coming quarters. The key props to strong growth in the past decade are... 8th September 2014 · 1 min read
UK Economics Weekly GDP overhaul merely tweaks the big picture Last week’s revised GDP estimates were seemingly all things to all men, supporting political parties’ views and every economist’s forecasts for interest rates and fiscal policy. In reality, the new... 5th September 2014 · 1 min read
Global Economics Chart Pack Gulf between US and euro-zone widens The US and euro-zone economies have diverged further in the past few months, as growth in the single currency area has stalled but the US recovery has stepped up a gear. Moreover, the gap between the... 5th September 2014 · 1 min read
