Asia Economics Weekly What to expect from India’s budget After a dismal year for fiscal policy, India’s Finance Minister Pranab Mukherjee will try to reestablish his credentials for sound fiscal management when he presents the budget to parliament on Friday... 12th March 2012 · 1 min read
UK Economics Weekly Savers’ plight won’t move the MPC Last week marked the third anniversary of official interest rates at just 0.5%. And while there are bound to be both winners and losers, it seems as if no-one is happy about it! 12th March 2012 · 1 min read
UK Data Response UK Ind. Production (Jan.) & Producer Prices (Feb.) Today’s disappointing industrial figures provided further evidence to suggest that the manufacturing recovery may already be starting to lose steam. 9th March 2012 · 1 min read
China Economics Update Inflation falls, but activity disappoints at start of year Today’s spending and output data were disappointing, suggesting the apparent turnaround at the end of last year has already run out of steam. There are clouds on the horizon too: property sales are... 9th March 2012 · 1 min read
Middle East & North Africa Economics Update North Africa’s new parliaments at risk of losing sight of economy A lack of policy direction in North Africa is jeopardising the already-sluggish economic recovery. Unemployment has reached record highs in both Egypt and Tunisia, fiscal and external positions are... 8th March 2012 · 1 min read
Asia Economics Update Cuts to fuel subsidies mean no more rate cuts in Indonesia Having cut interest rates by a cumulative 100bp over the past six months, Bank Indonesia (BI) left rates on hold today, as expected. With upcoming cuts to fuel price subsidies likely to push inflation... 8th March 2012 · 1 min read
Canada Chart Pack Economic growth likely to slow further in 2012 Canada's economy grew by 2.5% in 2011, down from the 3.2% rebound in the year before. Both households and businesses contributed 1.5 percentage points to overall growth last year. While the government... 7th March 2012 · 1 min read
Global Inflation Watch Sustained fall in inflation underway Inflation will climb further in most major economies over the coming months, reflecting both higher energy prices and higher food prices. The peaks should still be lower than those in 2008 as long as... 7th March 2012 · 1 min read
China Economics Update Inflation Monitor (Feb.) We think consumer price inflation dropped significantly in February. We expect further small falls to the middle of the year, which will provide room for more policy easing. Oil prices at their... 7th March 2012 · 1 min read
Europe Chart Pack Consumer outlook darkens The prospect of stronger growth in the euro-zone economy has been dented by a slew of bad news on the consumer sector. Not only did household spending contract by 0.4% in the last quarter of 2011 -... 7th March 2012 · 1 min read
Asia Economics Update Rates cut in Vietnam to help struggling banking sector The State Bank of Vietnam (SBV) today announced that it would be reducing its key policy rate “over the next few days”. The cut comes after sharp falls in inflation over the past six months and is... 6th March 2012 · 1 min read
Global Economics Update Commodity price moves do not herald a surge in inflation The recent strength of oil prices means that headline inflation may not decline as quickly as it would otherwise have done, but inflation in energy costs is still set to fall. What’s more, while oil... 6th March 2012 · 1 min read
China Economics Update Key takeaways from the National People’s Congress The opening day of the National People’s Congress has thrown up a new growth target – exactly as expected – and confirmation that the government is holding the line on property market controls. 5th March 2012 · 1 min read
Europe Economics Weekly Will stubborn inflation scupper recovery hopes? Recent euro-zone price developments suggest that inflation will remain stubbornly high over the coming months and damage previous hopes that sharp falls in inflation would partly offset the negative... 5th March 2012 · 1 min read
Emerging Europe Economics Update Spike in oil prices is a bigger risk to growth than to inflation The surge in oil prices is unlikely to have a major impact on inflation in Emerging Europe but the impact on growth could be more significant. Ukraine and the Baltic States appear most vulnerable on... 2nd March 2012 · 1 min read
UK Economics Chart Pack Rise in oil prices presents new threat to recovery The rise in energy prices adds to the reasons to be cautious about assuming that the recent pick-up in the economic recovery will continue. 1st March 2012 · 1 min read
