China Data Response Consumer & Producer Prices (Jun.) Consumer price inflation edged down in June on the back of a slight easing in food inflation. This fall should prove short-lived given that pork prices look set to pick-up in coming months. More... 9th July 2014 · 1 min read
Emerging Europe Economics Update Polish price pressures weak, but don't point to outright deflation Recent concerns about the risk of deflation in Poland have prompted the National Bank to raise the possibility of a cut in interest rates later in the year. As it happens, most indicators of... 8th July 2014 · 1 min read
Europe Economic Outlook As good as it gets? While the European economic recovery probably picked up a bit of speed in the second quarter of the year, there are growing signs that Q2 was as good as it is likely to get. Activity indicators in the... 8th July 2014 · 1 min read
China Economics Update Inflation Monitor (Jul.) Inflation looks to have stabilised for now but pork prices are likely to drive it higherduring the second half of the year. Producer price inflation is also set to pick up incoming months on the back... 7th July 2014 · 1 min read
Japan Economics Weekly Energy costs to remain high despite nuclear restart A reshuffle at the nuclear energy watchdog has paved the way for the restart of atomic reactors in Japan. But the economic benefits of this change should not be overplayed. Only around a third of the... 7th July 2014 · 1 min read
Global Economics Chart Pack US pulling further ahead of the euro-zone All the evidence suggests that the US economy has bounced back during the past few months, after its weather-induced slump. Business surveys have remained buoyant, credit growth has accelerated and... 4th July 2014 · 1 min read
Asia Economic Outlook Weaker credit growth to weigh on region Most countries in Emerging Asia should record reasonable growth over the next couple of years, helped by a combination of supportive monetary policy and a pick-up in demand from advanced economies... 4th July 2014 · 1 min read
UK Economics Chart Pack Pay growth likely to spring back soon While the economic recovery appears to have accelerated in Q2, workers are still failing to see the benefits in their pay packets. Annual growth in average weekly earnings fell from 2.2% to -1.7% in... 3rd July 2014 · 1 min read
Europe Economics Update Swedish Riksbank takes steps to tackle deflation Sweden’s central bank today cut its main policy rate by a bigger-than-expected 50bp to 0.25% and pushed back the date at which it first expects to raise rates until the end of 2015 in order to fight... 3rd July 2014 · 1 min read
Nordic & Swiss Economics Update Swedish Riksbank takes steps to tackle deflation Sweden’s central bank today cut its main policy rate by a bigger-than-expected 50bp to 0.25% and pushed back the date at which it first expects to raise rates until the end of 2015 in order to fight... 3rd July 2014 · 1 min read
Europe Economics Focus Is Sweden the Nordic Japan? Fears that Sweden might be about to enter a Japanese-style “lost decade” of deflation and stagnation are not entirely without foundation. But we think that Sweden should be able to avoid such an... 2nd July 2014 · 1 min read
Nordic & Swiss Economics Focus Is Sweden the Nordic Japan? Fears that Sweden might be about to enter a Japanese-style “lost decade” of deflation and stagnation are not entirely without foundation. But we think that Sweden should be able to avoid such an... 2nd July 2014 · 1 min read
Global Economics Update Too early to stop worrying about deflation (except in the US) In its Annual Report, published at the weekend, the Bank for International Settlements (BIS) argued that “the risk of persistent and self-perpetuating disinflationary pressure is low” and that the... 1st July 2014 · 1 min read
Japan Data Response Tankan (Q2) While today's Tankan points to a contraction in GDP of around 0.5% q/q last quarter, the survey suggests that the recovery will resume in the second half of the year. 1st July 2014 · 1 min read
Europe Data Response Euro-zone Flash CPI (Jun.) June’s weak euro-zone inflation figures will add to pressure on the ECB to provide more policy support, particularly given recent signs that the recovery may already be slowing. 30th June 2014 · 1 min read
Japan Data Response Small Business Confidence (Jun.) & Housing Starts (May) According to June's small business confidence, the economy has recovered quickly from the shock to demand caused by the consumption tax hike. 30th June 2014 · 1 min read
