UK Economics Weekly Does Japan offer hope for a stagnating UK? Recent developments in Japan, with a new central bank governor and the unleashing of radical monetary policy measures, may offer hope for the UK as Mark Carney’s arrival moves closer. 8th April 2013 · 1 min read
Asia Economics Weekly Malaysia's election - what it means for the economy Malaysia’s government dissolved parliament on Wednesday, leaving the election commission a 60-day window in which to call an election. This Weekly explains why, although an opposition victory is... 8th April 2013 · 1 min read
Japan Economics Weekly Trade deal a test of commitment to structural reform The Bank of Japan upended expectations for monetary easing at its first April meeting and, in doing so, put the ball back into the government’s court. “Abenomics” was always meant to include... 8th April 2013 · 1 min read
Canada Data Response Labour Force Survey (Mar.) & Trade (Feb.) March's ugly 54,500 decline in employment offsets the previous month's equally surprising gain, leaving employment little changed over the first quarter of this year. Given recent sluggish GDP growth... 5th April 2013 · 1 min read
US Data Response International Trade (Feb. 13) The larger than expected narrowing in the international trade deficit in February is scant consolation when some of the more up-to-date figures suggest that economic growth has started to lose a bit... 5th April 2013 · 1 min read
US Data Response Employment Report (Mar. 13) The modest 88,000 increase in non-farm payrolls in March is further evidence that the US economy is undergoing another spring slowdown, albeit from a pretty rapid pace of growth in the first quarter. 5th April 2013 · 1 min read
Europe Commercial Property Update When will euro-zone logistics rental values find a floor? The combination of Q4’s 0.6%q/q fall in euro-zone GDP and the weakness of the latest activity data suggest that, in the short term, falls in region-wide logistics rents are more likely to accelerate... 5th April 2013 · 1 min read
Africa Economics Update Regional growth holding up well despite external headwinds GDP data released over the past week or so show that, while growth in a number of sub-Saharan Africa’s smaller economies slowed in the latter part of 2012, the region was still one of the world’s... 5th April 2013 · 1 min read
UK Housing Market Chart Pack Housing market recovery runs up against poor fundamentals What had looked like the beginnings of a modest housing market recovery is already losing steam. While Government efforts to support the market should prevent significant house price falls, weak... 5th April 2013 · 1 min read
UK Housing Market Data Response Halifax House Prices (Mar. 13) The modest rise in house prices recorded by the Halifax in March adds to the run of recent data showing the rise in housing market activity seen at the start of the year appears to be levelling off. 5th April 2013 · 1 min read
Emerging Europe Economics Update Policy easing likely to focus on weaker ruble Pressure is mounting on Russian policymakers to act to stimulate the slowing economy. But unlike in 2008-09, there is little room for a large-scale fiscal stimulus. And substantial cuts in interest... 5th April 2013 · 1 min read
China Economics Update Inflation Monitor (Mar.) Consumer price inflation should have dropped back last month as the seasonal distortion caused by Chinese New Year faded. Looking ahead though, recent falls in pig numbers signal that another pork... 5th April 2013 · 1 min read
Capital Daily US non-farm payrolls probably registered a healthy gain in March 5th April 2013 · 1 min read
Asia Economic Outlook South East Asia to outperform Emerging Asia began the year with plenty of momentum, but the recovery is already showing signs of losing steam. Growth in 2013-14 is likely to be slower than has been the norm. Lacklustre global... 4th April 2013 · 1 min read
DM Markets Chart Pack Emerging market assets underperform further Emerging market assets continued to underperform in March. The "stripped" spread of the JP Morgan EMBI+ Global Index over Treasuries rose to its highest level since late September 2012, while the MSCI... 4th April 2013 · 1 min read
Global Economics Chart Pack Recovery still looking weak Global growth appears to have picked up a bit in the first quarter of the year, but only relative to an exceptionally weak end to 2012. The recovery remains fragile and unbalanced. 4th April 2013 · 1 min read
