Commodities Update Is Libyan oil output set to rebound? We are cautiously optimistic about the reopening of some Libyan oil fields and ports. Although previous attempts at restarting production have ended in failure, the deal this time around seems like a... 9th July 2014 · 1 min read
Middle East & North Africa Economics Update Qatar: region’s best performer, but risks rising The Qatari authorities have recently painted a pretty upbeat picture of the economy’s prospects. As we explain in this Watch, while the government is probably right in expecting to see relatively... 9th July 2014 · 1 min read
US Housing Market Chart Pack House price slowdown gathering steam The pick-up in job creation, the return of more clement weather and the decline in mortgage interest rates helped home sales rise by a strong 6.1% m/m in May. However, house prices are still... 9th July 2014 · 1 min read
Africa Economics Update Interest rate hikes alone won’t solve Ghana’s economic woes Slow progress in tackling the enormous twin budget and current account deficits means that today’s decision from the Bank of Ghana to hike interest rates is unlikely to curb the sharp depreciation in... 9th July 2014 · 1 min read
Latin America Economics Update Brazil Election Watch - Election remains Dilma's to lose The latest opinion polls suggest that October’s election remains President Rousseff’s to lose. But although support for her has edged up in the latest polls, following a sharp fall earlier this year... 9th July 2014 · 1 min read
Europe Economics Update ABS purchases will not take QE off the table The ECB’s prospective ABS purchases might ultimately help to strengthen the euro-zone financial system. But they will not stave off the immediate disinflationary pressures facing the region. 9th July 2014 · 1 min read
Asia Economics Update What will a Jokowi presidency mean for Indonesia? Joko Widodo looks to have won today’s presidential election in Indonesia, and hopes are high that he will make a fresh start on economic reform. However, the constraints of coalition politics, as well... 9th July 2014 · 1 min read
Emerging Europe Economics Update A more challenging second half of the year The latest batch of activity data suggests that growth in Central Europe may be losing steam. Coming alongside signs that the German economy is also losing momentum, this suggests that the pace of the... 9th July 2014 · 1 min read
UK Housing Market Data Response Halifax House Prices (Jun.) The month-on-month change in house prices recorded by the Halifax continues to be very volatile. While the drop in prices in June means values have now fallen in three of the past four months, a very... 9th July 2014 · 1 min read
Europe Commercial Property Update Will France’s large shopping centre pipeline put pressure on rents? France’s large shopping centre pipeline is consistent with the below average level of existing stock. Although it is unlikely to result in a supply overhang, given the weak retail demand fundamentals... 9th July 2014 · 1 min read
China Data Response Consumer & Producer Prices (Jun.) Consumer price inflation edged down in June on the back of a slight easing in food inflation. This fall should prove short-lived given that pork prices look set to pick-up in coming months. More... 9th July 2014 · 1 min read
Asia Economics Update Thailand is showing signs of post-crisis recovery Thailand's economy appears to be on the road to recovery following the military coup on 22 nd May. But challenges remain and we expect the economy to grow at less than its trend rate for a while yet. 9th July 2014 · 1 min read
Capital Daily Slide in the Swedish krona against the euro unlikely to last 9th July 2014 · 1 min read
EM Markets Chart Pack Will EM corporate bonds continue to outperform? Emerging market dollar-denominated corporate bonds outperformed similarly-rated US corporate bonds in the second quarter of this year. We expect this outperformance to continue. Admittedly, bonds... 8th July 2014 · 1 min read
Latin America Economics Update Peru reforms unlikely to restore rapid growth The fact that the Peruvian government has responded to weaker economic growth with reforms rather than populist spending is positive. But we do not believe it will deliver the large boost to growth... 8th July 2014 · 1 min read
Africa Economics Update Modest interest rate hikes in Kenya still on the cards Interest rates in Kenya were kept on hold at 8.5% today but, given the country’s large current account deficit and the fact that inflation is likely to rise above the Central Bank’s (CBK’s) target... 8th July 2014 · 1 min read
