Asia Economics Weekly Elections in 2014 – what they mean for Asia In this first Weekly of 2014, we take our usual look at the important elections that are set to take place in Asia over the coming year, assessing the implications for policymaking and the region's... 6th January 2014 · 1 min read
UK Economics Weekly Did 2013 end with a whimper or a bang? While the strength of the economic recovery surprised in 2013, the economy may have seen a softer end to the year. For some retailers, the Christmas period looks like being a bit of a washout, both... 6th January 2014 · 1 min read
Europe Economics Weekly The pitfalls in the euro-zone’s road to recovery Although our forecast for euro-zone GDP growth in 2014 of 0.5% is now only a little more downbeat than the consensus estimate, there remain plenty of risks that could yet derail the region's recovery... 6th January 2014 · 1 min read
DM Markets Chart Pack Markets take tapering in their stride The onset of Fed tapering has not been the game-changer for bond andequity markets that many had predicted. Indeed, in the weeks following theannouncement, equity prices continued to gain and bond... 3rd January 2014 · 1 min read
EM Valuations Monitor Turkish lira comes under fire A high-level corruption scandal has taken its toll on Turkey’s financial markets over the past month. The stock market has been the second worst performer among those of the emerging economies that we... 3rd January 2014 · 1 min read
UK Economics Update Monetary Indicators Monitor (Dec 13.) While further robust growth in the broad money supply supports signs that the economic recovery has remained strong, the continued weakness of bank lending remains one reason to doubt that the pace of... 3rd January 2014 · 1 min read
UK Commercial Property Data Response Property Lending (Nov.) & CIPS/Markit Construction PMI (Dec 13.) Net commercial property lending remained negative in November last year, but it would be no surprise to see nascent signs of a fresh pick-up by the end of this year. Elsewhere, the latest construction... 3rd January 2014 · 1 min read
UK Housing Market Data Response Nationwide House Prices (Dec 13.) & Mortgage Lending (Nov 13.) The economic recovery is still not being accompanied by any marked pick-up in household borrowing. And with borrowing costs likely to increase in coming months, the chances of a credit boom in 2014... 3rd January 2014 · 1 min read
UK Economics Update Household Borrowing Monitor (Nov 13.) The economic recovery is still not being accompanied by any marked pick-up in household borrowing. And with borrowing costs likely to increase in coming months, the chances of a credit boom in 2014... 3rd January 2014 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Nov 13.) The fall in euro-zone bank lending accelerated in November, suggesting that the banking sector will remain a significant drag on the region’s recovery. 3rd January 2014 · 1 min read
Emerging Markets Economics Update Manufacturing outperforming in more open EMs Our EM-wide manufacturing PMI edged down last month, but industry still appears to have ended 2013 stronger than it was in the third quarter of last year. At a regional level, activity accelerated in... 3rd January 2014 · 1 min read
Europe Commercial Property Update Another good year in store for European logistics investment volumes Together with the fact that European logistics property yields look high in relation to the other main commercial property sectors, we think that the message from Eurostat's 2013 household ICT usage... 2nd January 2014 · 1 min read
ECB Watch ECB has more work to do in 2014 The ECB’s Governing Council appears unlikely to make any substantive policy changes at its first policy meeting of the year on 9th January. But the ongoing combination of weak economic growth, a... 2nd January 2014 · 1 min read
US Data Response ISM Manufacturing Index (Dec.) The tiny fall in the ISM manufacturing index in December did little to dampen the usual New Year optimism as the survey remains consistent with annualised GDP growth of a healthy 3%. 2nd January 2014 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Dec 13.) The latest headline fiscal figures show that Italy and Spain, the periphery's two largest economies, may have struggled to make inroads into their budget deficits in 2013. 2nd January 2014 · 1 min read
