Asia Economics Update Is China gearing up for its own lost decade? There are many parallels between the current lending boom in China and that in the late-1980s which brought down Japan’s economy. But there are several reasons to think China will avoid the same fate. 18th November 2009 · 1 min read
China Economics Update Is China gearing up for its own lost decade? There are many parallels between the current lending boom in China and that in the late-1980s which brought down Japan’s economy. But there are several reasons to think China will avoid the same fate. 18th November 2009 · 4 mins read
Global Economics Update Capital controls unlikely to deter inflows to emerging world Last month’s decision by the Brazilian government to impose a tax on foreign purchases of bonds and equities has stoked speculation that a number of other emerging markets could soon follow suit... 6th November 2009 · 1 min read
UK Economics Update State-supported banking system still looks too weak to lend The Government today announced more details on its latest round of assistance for UK banks. With the banking system still heavily dependent on state support, a significant pick-up in bank lending... 3rd November 2009 · 1 min read
UK Economics Update State-supported banking system still looks too weak to lend The Government today announced more details on its latest round of assistance for UK banks. With the banking system still heavily dependent on state support, a significant pick-up in bank lending... 3rd November 2009 · 1 min read
UK Economics Update Lloyds going it alone may not help the lending outlook It is looking increasingly likely that the Government will allow Lloyds Banking Group to bow out of the Asset Protection Scheme (APS). While this is testimony to the improvement in both financial and... 29th October 2009 · 1 min read
UK Economics Update Lloyds going it alone may not help the lending outlook It is looking increasingly likely that the Government will allow Lloyds Banking Group to bow out of the Asset Protection Scheme (APS). While this is testimony to the improvement in both financial and... 29th October 2009 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Oct.) There are still few signs that the ECB’s unlimited provision of liquidity to banks and improving conditions in the financial markets are prompting any pick-up in eurozone broad money and bank lending. 27th October 2009 · 1 min read
UK Economics Update Monetary Indicators Monitor (Oct.) The narrow M0 measure of the money supply is still being kept high by the Bank of England’s asset purchases, but the broad money aggregates remain much weaker. That said, September’s figures on money... 20th October 2009 · 1 min read
China Economics Update More stimulus from China’s banks and much stronger trade There was no let-up last month in the lending growth that is fuelling China’s stimulus. For now, the Chinese recovery is benefitting the rest of the world through stronger imports. But as commodity... 14th October 2009 · 1 min read
China Economics Update China’s hot money worries set to reappear China’s foreign exchange purchases, and hot inflows into its economy, have steadied. But they are likely to rise in the months ahead, adding to the threat of asset price bubbles next year. 14th October 2009 · 1 min read
