China Data Response Lending, credit (Jun.) & FX reserves (Q2) The rebound in credit growth last month has more to do with a weak base for comparison due to the cash crunch last year, than with the current policy stance. Meanwhile, with upwards pressure on the... 15th July 2014 · 1 min read
UK Economic Outlook Can the economy withstand higher interest rates? The recovery should maintain its strong paceeven though interest rates look set to risefrom the record low level soon. The MonetaryPolicy Committee (MPC) is unlikely to beunder pressure from inflation... 14th July 2014 · 1 min read
DM Valuations Monitor Treasuries vulnerable to rising term premiums Continuing the pattern seen this year, the decline in the yield of 10-year Treasuries over the past month appears to have resulted from a fall in the term premium according to one set of unofficial... 14th July 2014 · 1 min read
Europe Commercial Property Update CEE logistics capital values look set to rise Recent data confirm that a slowdown in euro-zone export orders has led to slowing of industrial production growth in the CEE region. Nevertheless, with rental values yet to rebound from post-crisis... 14th July 2014 · 1 min read
UK Housing Market Chart Pack House prices continue to rise as FPC takes limited action The disruption caused by the MMR, plus a lack of homes available for sale, has led to a marked slowdown in housing demand. That should help bring rates of house price inflation down from their current... 14th July 2014 · 1 min read
Asia Economics Update Slowing Indian inflation brings rate cuts back onto table Inflation in India appears finally to be edging in the right direction, making it increasingly likely that the Reserve Bank (RBI) will cut interest rates sooner than most currently anticipate. 14th July 2014 · 1 min read
Global Economics Update Emerging economies still contributing most to world growth Growth in emerging economies has slowed significantly during the past few years and prospects forthe near future are not much better. Nonetheless, our latest forecasts suggest that emerging... 14th July 2014 · 1 min read
Middle East & North Africa Economics Update Tunisia: challenges remain but outlook is brightening Tunisia’s economy has faced a difficult few years since the country’s revolution in 2011. But assuming that upcoming elections pass smoothly, a return to some form of political stability should lay... 14th July 2014 · 1 min read
Emerging Europe Economics Update Region's fragile banks come under scrutiny The vulnerabilities in Emerging Europe’s banking sectors have come back into the spotlight in recent weeks. However, our latest Banking Heat Map shows that while there are some parts of the region... 14th July 2014 · 1 min read
Europe Data Response Euro-zone Industrial Production (May) The sharp fall in euro-zone industrial production in May suggests that the recovery in the sector is flagging before it has even really begun, boding ill for the region’s overall economic recovery. 14th July 2014 · 1 min read
Japan Economics Update Monetary Indicators Monitor (Jun.) Even though bank lending has reaccelerated lately amid supportive financial conditions, a range of surveys suggest that credit growth will slow in coming months. 14th July 2014 · 1 min read
Asia Economics Update Singapore's rebound from weak Q2 will be muted Today’s GDP data showed that Singapore's economy contracted in the second quarter of the year. Although we expect some rebound over the rest of 2014, helped by recovering export demand from advanced... 14th July 2014 · 1 min read
Canada Economics Weekly Bank of Canada unlikely to take aim at rising currency While the Bank of Canada's hopes for an export revival could be thwarted by the recent resurgence in the Canadian dollar, it has few options other than cutting interest rates to try and turn things... 14th July 2014 · 1 min read
Capital Daily Emerging market dollar bonds do not appear to be in a bubble 14th July 2014 · 1 min read
US Economics Weekly Quality of jobs being created is above average Canada's economy will struggle over the next two years due to a housing-induced slowdown that potentially could push the economy close to stagnation before the end of 2016. While export and investment... 14th July 2014 · 1 min read
UK Economics Weekly Will the stronger pound stay the MPC’s hand? Sterling’s further appreciation has increased the chances that CPI inflation drops even further below the MPC’s 2% target over the next year or so. Not only will sterling’s rise have a direct impact... 14th July 2014 · 1 min read
