Europe Economics Weekly Show us the money! Despite the firmer details provided on the Greek rescue package, markets have made it crystal clear that they have deep reservations about the bailout. Before even considering lending on more... 19th April 2010 · 1 min read
Europe Economics Update Portugal warnings underline broader fiscal problems The European Commission’s warnings about Portugal’s budget plans are a timely reminder that the euro-zone’s fiscal crisis extends well beyond Greece. 14th April 2010 · 1 min read
Europe Economics Update The broader implications of the Greek bail-out Opinions on the broader implications of the Greek rescue package for the future of the euro-zone not surprisingly differ widely. But the conditions that made the bail-out necessary will have a... 14th April 2010 · 1 min read
Europe Economics Weekly Modest industrial recovery on track Last week’s further blow-out in Greek bond yields suggests that any slim chances that Greece had of muddling through its crisis on its own have all but evaporated. Some form of rescue - or at least a... 12th April 2010 · 1 min read
UK Economics Update Conservatives jump on the waste wagon The Conservatives’ pledge to use efficiency savings to avoid the Government’s planned increases in national insurance in 2011 leaves both parties’ fiscal plans highly dependent on uncertain reductions... 30th March 2010 · 1 min read
UK Economics Weekly Mr Darling leaves lots of holes Mr Darling’s Budget may have provided £100m to repair potholes in the roads, but it left plenty of gaping holes in the fiscal arithmetic. Most obviously, the projected fall in the budget deficit... 29th March 2010 · 1 min read
UK Housing Market Focus Budget 2010 This was a clever budget which made the most of very difficult circumstances. The Chancellor largely avoided the temptation to bribe the voters with their own money. There was a package of tax cuts... 24th March 2010 · 1 min read
UK Economics Focus Budget 2010 - Still putting off the inevitable This was a clever budget which made the most of very difficult circumstances. The Chancellor largely avoided the temptation to bribe the voters with their own money. There was a package of tax cuts... 24th March 2010 · 1 min read
UK Economics Update Budget 2010 – Stamp duty measures ignore the real issues While there can be little doubt that they will be popular among aspiring first-time buyers, it is fairly clear that the Chancellor’s stamp duty measures do nothing to resolve the real problems facing... 24th March 2010 · 1 min read
UK Economics Update Budget 2010 – Stamp duty measures ignore the real issues While there can be little doubt that they will be popular among aspiring first-time buyers, it is fairly clear that the Chancellor’s stamp duty measures do nothing to resolve the real problems facing... 24th March 2010 · 1 min read
UK Economics Update UK Budget Checklist This checklist is intended to help clients keep track of the important measures and numbers announced during the Chancellor’s Budget speech at 12.30pm and to provide some instant context. 24th March 2010 · 1 min read
UK Economics Update UK Budget Checklist This checklist is intended to help clients keep track of the important measures and numbers announced during the Chancellor’s Budget speech at 12.30pm and to provide some instant context. 24th March 2010 · 1 min read
Europe Economics Update Deflation could undermine fiscal consolidation Worries about euro-zone fiscal plans have centred mainly on governments’ overly optimistic forecasts for real GDP growth. But weaker inflation could also pose a problem for the region’s public... 23rd March 2010 · 1 min read
Japan Economics Update Which matters more – gross or net debt? The quarterly Flow of Funds data published by the Bank of Japan today shed a little more light on several hot topics, including households’ holdings of government securities and the huge difference... 23rd March 2010 · 1 min read
