UK Economics Focus The rebirth of deflation The last year or so has seen widespread concerns that inflation has returned from the dead. But with global commodity prices falling and a deep recession in the UK economy set to create huge amounts... 11th November 2008 · 1 min read
Global Economics Update How much should we worry about deflation? It is increasingly likely that headline inflation will turn negative in many major economies at some point in the coming year. But whether this would be a bad thing or a good thing depends largely on... 3rd November 2008 · 1 min read
Nordic & Swiss Economics Update Norges Bank cuts rates and signals further falls to come The Norges Bank today cut interest rates for the second time this month and signalled that furthercuts are to come. But we continue to expect stronger economic fundamentals to ensure that rates... 29th October 2008 · 1 min read
Asia Economics Focus Japan heading for deflation again Inflation fears are rapidly being replaced by the very real chance of deflation in all the major economies. Indeed, we now expect Japanese inflation to turn negative again next year, averaging minus 0... 28th October 2008 · 1 min read
Japan Economics Focus Japan heading for deflation again Inflation fears are rapidly being replaced by the very real chance of deflation in all the major economies. Indeed, we now expect Japanese inflation to turn negative again next year, averaging minus 0... 28th October 2008 · 1 min read
UK Economics Update Bond market’s inflation expectations set to fall further If we are right in thinking that the UK economy will flirt with deflation next year, conventional bond yields could drop to very low levels. 16th October 2008 · 1 min read
UK Economics Focus The road to deflation? Inflation pressures across the world are set to fade rapidly over the coming months. Indeed, with oil prices plummeting, food prices set to fall and much weaker levels of demand and activity likely to... 16th October 2008 · 1 min read
Europe Economics Focus The road to deflation? Inflation pressures across the world are set to fade rapidly over the coming months. Indeed, with oil prices plummeting, food prices set to fall and much weaker levels of demand and activity likely to... 16th October 2008 · 1 min read
Global Economics Focus The road to deflation? Inflation pressures across the world are set to fade rapidly over the coming months. Indeed, with oil prices plummeting, food prices set to fall and much weaker levels of demand and activity likely to... 16th October 2008 · 1 min read
Nordic & Swiss Economics Update Norges Bank cuts rates; more to come The Norges Bank’s decision to cut interest rates for the first time in more than four years was drivenby the recent events in global financial markets. But with the outlook for economic... 15th October 2008 · 1 min read
Europe Economics Focus The euro-zone slowdown – inflation squeeze or credit crunch? The downturn in the euro-zone economy largely reflects the temporary squeeze from high inflation rather than a fundamental adjustment triggered by the credit crunch as is the case in the US and UK... 23rd September 2008 · 1 min read
Asia Economics Update Policy rethink ahead in China as inflation subsides Today’s trade and inflation data from China open the door to a series of policy adjustments, including to fuel pricing, but an end to currency appreciation is unlikely to be among them. 10th September 2008 · 1 min read
China Economics Update Policy rethink ahead in China as inflation subsides Today’s trade and inflation data from China open the door to a series of policy adjustments, including to fuel pricing, but an end to currency appreciation is unlikely to be among them. 10th September 2008 · 1 min read
UK Economics Focus Lower trend growth won’t stop inflation falling The credit crunch, high oil prices and slowdown in migration may have reduced the economy’s potential or “trend” rate of growth. But this won’t stop the impending recession from creating a large... 9th September 2008 · 1 min read
US Economics Weekly Criticism of inflation measures aimed in the wrong direction 8th September 2008 · 1 min read
