Japan Economics Weekly A look ahead to the Upper House elections The precise results of the upcoming Upper House elections may matter less than commonly thought. While the governing LDP/New Komeito coalition will probably regain a majority of the seats, it is... 8th July 2013 · 1 min read
Asia Economics Weekly IMF deal no solution to Pakistan's woes Pakistan has reached an initial agreement with the IMF for a US$5.3bn loan. The deal should avert a balance of payments crisis but, as this Weekly explains, the conditions attached to the loan will... 8th July 2013 · 1 min read
Europe Economics Weekly ECB still at the back of the pack The ECB joined the great forward policy guidance race last week. But when it comes to the broader provision of monetary policy support, it remains firmly at the back of the pack. 8th July 2013 · 1 min read
UK Economics Weekly Fading price pressures bolster case for stimulus The list of indicators signalling that the recovery is gaining momentum continued to get longer last week. However, the recent news on the inflation outlook – which has perhaps gone relatively... 8th July 2013 · 1 min read
China Economics Update Inflation Monitor (Jun.) Consumer price inflation probably picked up in June. It is likely to continue rising in coming months but not by enough to cause alarm, given the state of the economy and the likelihood that credit... 8th July 2013 · 1 min read
Canada Economics Weekly Exports and business investment lacking punch The Bank of Canada has set its economic growth hopes on a revival in exports and business investment. Unfortunately, exports and business investment appear to have lost much needed momentum in the... 8th July 2013 · 1 min read
US Data Response Employment Report (Jun. 13) Any doubts (or hopes!) that the Fed wouldn’t follow through on its plan to taper QE3 later this year in response to some of the recent weaker activity data were dealt a major blow by the 195,000... 5th July 2013 · 1 min read
Latin America Economics Update Chile's economy slowing, but imbalances still widening Today’s activity data provide further evidence that Chile’s economy is losing speed. Yet while the headline numbers will grab most of the attention, we are more concerned about the relentless widening... 5th July 2013 · 1 min read
Canada Data Response Labour Force Survey (Jun.) The fact that employment was unchanged in June, after posting a record-matching 95,000 gain in May, is an encouraging sign that economic conditions did not worsen too much in the second quarter... 5th July 2013 · 1 min read
Europe Commercial Property Update Russian property: is the best now behind us? The structural slowdown in Russian economic growth suggests that commercial property rents will enter a lower growth phase. This is a concern given that sustained, decent rates of rental growth are... 5th July 2013 · 1 min read
Asia Economic Outlook Policy approaches turning point Despite China’s ongoing slowdown, growth in the rest of Emerging Asia should pick up over the next couple of years, helped by a combination of loose monetary policy and stronger global demand. The... 5th July 2013 · 1 min read
Canada Chart Pack Economy decelerates in second quarter After being propelled by a rebound in energy exports earlier this year, economic growth appears to have decelerated heading into the second quarter. Moderate export growth, cautious business... 4th July 2013 · 1 min read
China Economics Update China embraces reform – and slower growth China’s policymakers finally seem willing to tackle the economy’s structural imbalances. This reduces the threat of an abrupt slowdown in GDP growth further down the line, but it also means that China... 4th July 2013 · 1 min read
Commodities Update What's behind the narrowing in the Brent-WTI spread? The collapse in the differential between the prices of Brent crude and West Texas Intermediate (WTI) primarily reflects the prospect of a further easing of the logistical constraints that have been... 4th July 2013 · 1 min read
UK Housing Market Chart Pack Housing market activity on the up Housing market activity is on the up as record low mortgage rates and Government interventions support demand. But supply has so far been slow to respond, with some home movers delaying putting their... 4th July 2013 · 1 min read
