Europe Economics Update 2013: Another challenging year for the euro-zone The intervention of the European Central Bank helped to prevent the euro-zone debt crisis from escalating further in 2012. But the currency union still faces a number of major challenges in 2013. 20th December 2012 · 1 min read
UK Commercial Property Data Response Institutional Investment in Property (Q3) For the 11th quarter of the past 12, Q3 saw UK-based investing institutions make net purchases of commercial property. However, institutions’ allocations to the sector remain very low by past... 20th December 2012 · 1 min read
Emerging Europe Economics Update EM inflation drops to near-three-year low Emerging Market (EM) inflation slowed to a near-three-year low in November. Fears of a food-led inflation shock this year have proved to be misplaced, as we had expected. While inflation is likely to... 20th December 2012 · 1 min read
UK Data Response Retail Sales (Nov.) The unchanged level of retail sales volumes in November suggested that consumers are keeping their purse strings fairly tightly fastened in the run-up to Christmas. 20th December 2012 · 1 min read
Capital Daily Will a deal on fiscal policy propel the US stock market higher? 20th December 2012 · 1 min read
Europe Economics Update How encouraging are recent current account trends? The narrowing of the southern euro-zone economies’ current account deficits implies that economic imbalances within the region are shrinking. But the rebalancing process is far from complete. 19th December 2012 · 1 min read
US Housing Market Data Response Housing Starts (Nov. 12) The fall in housing starts in November should prove to be no more than a temporary set-back. The forward-looking indicators point to a decent rise in starts in December, and a continued underlying... 19th December 2012 · 1 min read
Asia Economics Update Taiwan's monetary policy likely to be loosened in 2013 Taiwan’s central bank (CBC) kept its policy rate at 1.875% today, as was widely expected. The economy’s dependence on export-led growth means that the state of external demand will remain the key... 19th December 2012 · 1 min read
Asia Economics Update GDP growth to regain momentum in Sri Lanka GDP growth in Sri Lanka weakened in the third quarter to its slowest pace in three years. However, the economy is likely to pick up slightly in 2013 as a result of looser monetary policy. 19th December 2012 · 1 min read
UK Commercial Property Chart Pack Overseas buyers continue to drive investment market activity All-property capital values fell by 4% in the year to November, with adverse yield impact accounting for about 3%-points of that decline. Central London offices continue to outperform, with shopping... 19th December 2012 · 1 min read
UK Data Response CBI Distributive Trades Survey (Dec.) December’s CBI Distributive Trades Survey suggested that activity in the festive shopping period is proceeding at a pretty modest pace. Retailers will be hoping that the last few shopping days before... 19th December 2012 · 1 min read
Middle East & North Africa Chart Pack Constitutional crisis keeps Egypt in the headlines Egypt’s constitutional crisis continues to cast a dark shadow over the economy. Admittedly, the vote on the new draft constitution passed off more smoothly than might have been expected. But the... 19th December 2012 · 1 min read
Latin America Economics Update Signs of improvement in Q4 Our GDP Tracker suggests that growth in Latin American has accelerated in Q4, with a recovery in Brazil offsetting a slowdown in Mexico. However, the Brazilian economy is reaching the limits of... 19th December 2012 · 1 min read
Japan Economics Update Monetary Indicators Monitor (Nov.) The incoming LDP government is likely to put increasing pressure on the Bank of Japan to enact more aggressive monetary easing. But the latest data show that monetary conditions are already extremely... 19th December 2012 · 1 min read
Global Inflation Watch Inflation risks still low We expect the major central banks to persist with ultra-loose monetary policy for at least two more years but inflation to remain at historically low levels. This is largely because global demand is... 19th December 2012 · 1 min read
UK Economics Update Economic malaise reflects more than energy sector’s decline Contrary to recent suggestions, the sluggishness of the economic recovery cannot be blamed in large part on the energy sector. The economy’s problems run deeper than this. 19th December 2012 · 1 min read
