US Economics Weekly Fears about student loans still look overdone The latest data from the New York Fed have reignited concerns about a possible bubble in student loans. But the growth of student loans has always been faster than the growth in other types of... 3rd June 2013 · 1 min read
Japan Economics Weekly Edging out of deflation Japan’s inflation rates look set to turn positive soon. Admittedly, nationwide inflation was still firmly negative on a year-on-year basis in April. But the more timely data for the Tokyo CPI in May... 3rd June 2013 · 1 min read
UK Economics Weekly Is the rise in consumer confidence a turning-point? On the face of it, the rise in the GfK/NOP measure of consumer confidence in May brought further evidence that the economy has finally turned a corner. But even if confidence is now on the up, it may... 3rd June 2013 · 1 min read
Europe Economics Weekly Pressure grows on the ECB to do more Although euro-zone businesses and consumers are becoming less pessimistic and policymakers are softening their stance on austerity, there is still little sign that the region is on the cusp of an... 3rd June 2013 · 1 min read
Asia Economics Weekly Inflation to remain low in Emerging Asia Inflation has fallen sharply across most of Asia over the past few months, giving central banks scope to cut interest rates. This Weekly explains why inflation is likely to remain low over the next... 3rd June 2013 · 1 min read
Canada Data Response GDP (Q1 2013) The pick-up in GDP growth to 2.5% annualised in the first quarter is unlikely to be sustained because it was partly due to a one-off rebound in energy exports. Those exports are now almost completely... 31st May 2013 · 1 min read
UK Economics Update Monetary Indicators Monitor (May 13) The latest money figures suggest that the recovery is still being starved of credit and add to evidence that the Funding for Lending Scheme is having a disappointing impact on lending volumes. 31st May 2013 · 1 min read
UK Commercial Property Data Response IPF Consensus Forecasts (Q2 13) Respondents to the latest IPF Consensus forecasts envisage rents and capital values holding broadly steady this year, also indicating that they think that yields have peaked. In contrast to the... 31st May 2013 · 1 min read
UK Economics Update Household Borrowing Monitor (Apr. 13) April’s household borrowing figures are likely to quell some of the optimism arising from the recent run of better economic news. While the Funding for Lending Scheme has continued to drive down... 31st May 2013 · 1 min read
Africa Chart Pack Regional slowdown masks key nuances Data released over the past month show that GDP growth slowed in both South Africa and Nigeria in Q1, but this masks important differences in the fortunes of the region’s two largest economies. In... 31st May 2013 · 1 min read
Global Markets Update Falling "narrow" profit share a warning sign for US equities The first estimate of Q1 US corporate profits published yesterday by the Bureau of Economic Analysis is another warning sign that the second half of 2013 may be much tougher for equities than the... 31st May 2013 · 1 min read
Europe Data Response Euro-zone Flash CPI (May 13) & Unemployment (Apr. 13) April’s rise in unemployment and the fact inflation remained well below target in May will add to the pressure on the ECB to provide more policy support. 31st May 2013 · 1 min read
UK Commercial Property Data Response Lending to commercial property (Apr. 13) Net new lending to commercial property remained negative in April and all the signs are that the deleveraging process has further to run. This may not prevent an upturn in capital values later this... 31st May 2013 · 1 min read
Commodities Update Aluminium prices range-bound by supply We think that the price of aluminium is unlikely to be able to sustain moves much outside the range of $1,800 to $2,100 per tonne over the next year or two, due to the potential supply responses in... 31st May 2013 · 1 min read
Asia Economics Update India's recovery is underway, but it will be gradual Marginally stronger GDP growth signals a bottoming out of India's growth slump. But domestic demand remains weak. Against this background, and following its three rate cuts so far this year, we think... 31st May 2013 · 1 min read
