Commodities Update Have palladium prices further to climb? The recent rise in palladium prices can be attributed to actual and potential disruptions to supply andto solid demand growth. But the scale of the price increase is looking increasingly hard to... 20th August 2014 · 1 min read
UK Housing Market Update How much of London’s boom can be explained by prime markets? The surge in London house prices in recent years is often largely attributed to the relative strength of prime property, which itself is usually seen as the latest stage of a long standing trend... 20th August 2014 · 1 min read
US Economics Update Monetary Indicators Monitor (Jul.) The recent rapid rise in bank loans, which is partly being driven by auto loans, is not a cause for concern and instead is a sign that the economy is becoming stronger. 20th August 2014 · 1 min read
Global Economics Update Monetary conditions still loose Global monetary conditions have remained highly accommodative even though theUS Fed is now just a couple of months away from completing QE3. The latest senior loan officer surveys show that the demand... 20th August 2014 · 1 min read
Emerging Europe Chart Pack CEE recovery loses steam The raft of second quarter GDP data released in Central and South Eastern Europe this month showed that growth eased across much of the region. It’s tempting to interpret this as a sign that the... 20th August 2014 · 1 min read
Europe Economics Update Sedlabanki hints that rate hikes will soon be needed Iceland’s central bank kept its main interest rate unchanged at 6% at its meeting today but hintedstrongly that rates will need to rise soon. We continue to think that the Sedlabanki will raise... 20th August 2014 · 1 min read
Africa Economics Update Glimmers of hope for reform of South Africa’s labour market South Africa’s labour market rigidities have been a key constraint on economic growth over the past few years, but some recent developments have given glimmers of hope that much-needed reform can be... 20th August 2014 · 1 min read
UK Data Response MPC Minutes (Aug.) The minutes of August’s MPC meeting, revealing the first split interest rate vote since July 2011, indicate that a 2014 rate hike cannot be ruled out. But the low inflation outlook suggests the odds... 20th August 2014 · 1 min read
Latin America Economics Update Argentine bond swap dashes hopes of a quick end to debt dispute The Argentine government’s plan to swap exchange bonds into local law, if successful, may enable the authorities to exit the current default and limit any damage to the real economy from the debt... 20th August 2014 · 1 min read
UK Commercial Property Update Shopping centres: is investor demand at odds with rental patterns? Rental values for modern, large and regionally-dominant shopping centres have begun to recover, providing justification for the recent strength of investor demand for these properties. But even for... 20th August 2014 · 1 min read
Emerging Markets Economics Update An anatomy of the EM slowdown Despite the recent attention given to the EM slowdown, it actually began back in 2010, and growth has been stuck at a sluggish rate for the last two years. The BRIC economies account for much of the... 20th August 2014 · 1 min read
Japan Data Response External trade (Jul.) July's trade deficit was larger than expected, and indicates that net trade is unlikely to provide much support to GDP growth in the third quarter. However, the recent improvement in external demand... 20th August 2014 · 1 min read
Capital Daily Which emerging equity markets are likely to fare better than others? 20th August 2014 · 1 min read
Nordic & Swiss Economics Update Sedlabanki hints that rate hikes will soon be needed Iceland’s central bank kept its main interest rate unchanged at 6% at its meeting today but hinted strongly that rates will need to rise soon. We continue to think that the Sedlabanki will raise the... 20th August 2014 · 1 min read
Canada Economics Update Employment data indicate slow growth economy Even after the upward revisions to July's data, the weak trend in employment suggests that some caution should be taken when making any bold inferences about the state of the economy, particularly... 19th August 2014 · 1 min read
