China Economics Update Chinese consumers on top of the world With consumer spending outpacing expectations, China will this year contribute twice as much to growth in real global consumption as the US, euro-zone and Japan combined. (See Chart 1.) This should... 18th August 2008 · 1 min read
Global Markets Update Gold on track for $700 Gold’s fall below $800/oz today has reinforced our long-held and non-consensus view that prices are heading for $700. Indeed, they may get there even sooner than we had expected. 15th August 2008 · 1 min read
US Data Response Consumer Conf, Empire State Index (Aug) & Ind. Prod’n (Jul) 15th August 2008 · 1 min read
UK Housing Market Data Response Mortgage and landlord possession actions (Q2) 15th August 2008 · 1 min read
Emerging Europe Economics Update Turkey: on hold for now, but risks lie to the upside 14th August 2008 · 1 min read
Asia Chart Pack Japan - Economic downturn to be shallow and short-lived (Aug 08) Japan has been hit hard by surging food and energy prices, but has avoided the credit crunch and collapsing house prices that have undermined so many economies in the West. Indeed, the Japanese... 14th August 2008 · 1 min read
UK Economics Update Weaker euro-zone economy to dent UK exports The recent weakening in the outlook for the euro-zone economy – the destination for around half of the UK’s exports – suggests that there is a risk that activity in the UK will be even weaker than the... 14th August 2008 · 1 min read
UK Economics Update Sterling's fundamental adjustment has further to go The latest drop in the sterling exchange rate has been largely driven by short-term movements in interest rate expectations. But we see the fall as part of a long overdue adjustment which has... 14th August 2008 · 1 min read
UK Housing Market Focus More people set to share homes as house prices fall In the same way that rising house prices encouraged people to bring forward their decision to buy a property, expectations of falling house prices will convince many to defer their property purchase... 14th August 2008 · 1 min read
