UK Economics Focus Can the Financial Policy Committee cool the housing market? The FPC has a number of policy tools at its disposal should it decide it needs to cool the housing market. Provided it acts with sufficient conviction, there is every chance that the new tools will... 12th May 2014 · 1 min read
UK Housing Market Focus Can the Financial Policy Committee cool the housing market? The FPC has a number of policy tools at its disposal should it decide it needs to cool the housing market. Provided it acts with sufficient conviction, there is every chance that the new tools will... 12th May 2014 · 1 min read
Japan Data Response Economy Watchers Survey (Apr.) Today's Economy Watchers Survey confirmed that the Japanese economy weakened abruptly in the wake of the sales tax hike, but also suggested that the weakness is unlikely to last. 12th May 2014 · 1 min read
Asia Economics Weekly Are expectations too high for Modi’s India? All eyes will be on India next week as its much-talked-about election comes to an end. Opinion polls have consistently suggested that the opposition BJP party, which has nominated Narendra Modi as its... 12th May 2014 · 1 min read
UK Housing Market Focus What will the pension changes mean for the housing market? The changes to the pension system due to come into effect next year will impact the economy in a variety of ways. But while it may lead to some rise in the demand for homes as retirees search for... 9th May 2014 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Rents and yields mark time in most markets Evidence that the first quarter’s generally encouraging economic news is providing a boost for non-euro-zone European property markets is patchy and unconvincing. Excluding the UK, only Istanbul... 8th May 2014 · 1 min read
Latin America Economics Update Brazil Election Watch – rise in inflation eats into Dilma’s lead The latest opinion polls suggest that President Rousseff remains the clear favourite to win a second term in office in October’s elections. But there is evidence that rising inflation is eating into... 8th May 2014 · 1 min read
Middle East & North Africa Economics Update What might an al-Sisi presidency hold in store for Egypt’s economy? Abdel Fatah al-Sisi, the leader of last summer’s “second revolution”, looks set to sweep to victory in Egypt’s presidential election, scheduled for 26th - 27th May. In this Watch, we take a closer... 8th May 2014 · 1 min read
Emerging Europe Economics Update Putin’s shift in tone a small step in the right direction President Putin’s call on pro-Russian separatists in eastern Ukraine to postpone a referendum on independence scheduled for this Sunday has once again raised hopes that a diplomatic resolution to the... 8th May 2014 · 1 min read
Africa Economics Update Markets stable as early vote count suggests comfortable ANC win Voting has concluded in South Africa’s general election, and the early signs are that the ruling African National Congress (ANC) will retain a comfortable majority in the national assembly. Financial... 8th May 2014 · 1 min read
Asia Economics Update Thailand’s political crisis is entering a crucial phase Thailand’s political crisis is approaching a critical stage as caretaker Prime Minister Yingluck Shinawatra faces key rulings that could force her out of office. There are some signs that the ruling... 6th May 2014 · 1 min read
Africa Economics Update South African elections: what to watch out for The latest opinion polls suggest that the ruling African National Congress (ANC) party will retain its majority when South Africa votes for a new national assembly in next week’s general elections... 2nd May 2014 · 1 min read
UK Housing Market Update Labour’s rent controls – more bark than bite As they stand, the proposals by the Labour party to introduce some form of rent control are pretty innocuous. More concerning is the precedent they may set for more drastic intervention in the future... 2nd May 2014 · 1 min read
Emerging Europe Economics Update IMF approves Ukraine deal, but enormous challenges remain The approval by the IMF of its $17bn financial support package for Ukraine is likely to ease concerns that the economy could suffer a near-term crisis, but severe challenges remain. The short-term... 1st May 2014 · 1 min read
Europe Economics Update Slovenia’s political crisis shows flagging reform appetite The prospect of early elections in Slovenia is unlikely to spark significant market pressures. But it highlights how a dysfunctional political system is undermining the country’s economic reform... 30th April 2014 · 1 min read
Japan Data Response Small Business Confidence (Apr.) The plunge in small business confidence in April shows that the mood among Japan's small firms has soured sharply after the consumption tax hike, and points to falling industrial output in coming... 30th April 2014 · 1 min read
