Global Economics Update G20: “Abenomics” goes global? The G20’s bold plan to boost their collective GDP by more than 2% over the next five years contains many of the elements of the policies, collectively known as “Abenomics”, adopted by PM Abe’s... 24th February 2014 · 1 min read
Europe Economics Update European elections may hinder national reform efforts A surge in support for euro-sceptic parties at the European Parliament elections in May will probably have little direct impact on the institution itself. But rising support for populist parties may... 24th February 2014 · 1 min read
Europe Data Response German Ifo Survey (Feb 14.) The rise in February’s German Ifo survey suggests that the economic recovery has continued to pick up some momentum in the early months of 2014. But growth in the euro-zone’s main engine looks set to... 24th February 2014 · 1 min read
Emerging Europe Economics Update What next for Ukraine? It goes without saying that, with events in Ukraine in an almost constant state of flux, predicting what might happen next is close to impossible. In this Update we outline four factors that will be... 24th February 2014 · 1 min read
UK Commercial Property Chart Pack Investment market pauses for breath after busy year-end Investment market activity made a slightly subdued start to 2014, but at least part of this looks likely to have been due to some deals having been “pulled forward” into December. Either way, we think... 24th February 2014 · 1 min read
Capital Daily Political contagion not the biggest risk for emerging markets 24th February 2014 · 1 min read
Canada Economics Weekly Fourth-quarter economic performance won't be sustained Canada's economic performance over the final quarter of last year was probably the best in more than two years. The breakdown, however, is likely to show that the economy is still heavily dependent on... 24th February 2014 · 1 min read
UK Economics Weekly Can the recovery withstand the stronger pound? As things stand, sterling’s recent appreciation should not take too much of the wind out of the recovery’s sails. Exporters have already shown some willingness to accept tighter margins in order to... 24th February 2014 · 1 min read
US Economics Weekly Is the housing recovery crumbling? Most of the recent weakness in housing activity is due to the unusually bad weather rather than the lagged effects of last year’s rise in mortgage rates. While higher mortgage rates have clearly taken... 24th February 2014 · 1 min read
Japan Economics Weekly Inflation likely to fall back soon With the yen broadly stable since last May, import price inflation has already started to moderate and will probably fall sharply in the next few months. As wage growth is still muted and spare... 24th February 2014 · 1 min read
Europe Economics Weekly Slow euro-zone recovery leaves deflation threat lurking The euro-zone’s recovery appears to have continued at the beginning of 2014. But the recovery is struggling to gather enough pace to banish the deflationary menace facing the region. 24th February 2014 · 1 min read
Asia Economics Weekly India and Indonesia – not so fragile? After coming through the latest bout of market turmoil with surprising resilience, it could be time for Indonesia and India to hand in their membership of the so-called ”Fragile Five”. Importantly... 24th February 2014 · 1 min read
Global Economics Update Monetary aggregates still expanding rapidly The monetary base in advanced economies has continued expanding in recent weeks, largely due to the asset purchase programmes of the Fed and the Bank of Japan. Indeed, the aggregate monetary base of... 21st February 2014 · 1 min read
Canada Data Response Consumer Prices (Jan.) & Retail Sales (Dec.) The pick-up in core inflation to 1.4% in January, from 1.3%, reflects both base-year effects and possibly some early impact from the weaker Canadian dollar. The latter is something that we anticipate... 21st February 2014 · 1 min read
Latin America Economics Update Mexican growth close to bottoming out The slowdown in Mexican GDP growth to 0.7% y/y in Q4 means that the economy grew by just 1.1% in 2013 – its weakest performance since 2009, and its second weakest performance since 2002. Nonetheless... 21st February 2014 · 1 min read
