Europe Economics Weekly Recovery slowing as peripheral woes deepen This week has seen worries about the euro-zone’s periphery escalate again, with Ireland in the spotlight. While the gradually emerging details of a permanent “crisis resolution mechanism” have helped... 15th November 2010 · 1 min read
Asia Economics Weekly Korea's monetary tightening set to resume The Bank of Korea meets on Tuesday and, we judge, will probably lift its 7-day repo rate by 25bp to 2.5%. GDP growth has inevitably slowed given the tougher global environment but domestic demand is... 15th November 2010 · 1 min read
UK Economics Weekly Renewed rise in inflation needn't rule out QE2 Some of the reaction to last week’s Bank of England Inflation Report - including the 10bps or so rise in bond yields - seemed a bit over the top to us. After all, the MPC’s growth and longer-term... 15th November 2010 · 1 min read
Japan Economics Update Why don't households fear deflation? Policy-makers and the financial markets may be focused on the risks posed by persistent deflation, but the latest surveys from Japan suggest that households there do not believe prices are falling and... 12th November 2010 · 1 min read
Asia Economics Update Policy tightening in Malaysia has paused, not finished Bank Negara Malaysia (BNM) left policy interest rates unchanged today at 2.75%, as expected. The slowdown in GDP growth probably has further to go but we still anticipate that the upswing will regain... 12th November 2010 · 1 min read
Emerging Europe Economics Update Russia Q3 GDP dragged down by droughts The sharp drop in Russian GDP growth in Q3 stands in stark contrast to the generally strong batch of data released elsewhere in the region earlier this morning and marks Russia out from the rest of... 12th November 2010 · 1 min read
Global Economics Update G20: new words, same old story The G20 Summit was always likely to be an exercise in damage limitation and in that respect it successfully papered over the many cracks between the positions of participants, at least for a few hours... 12th November 2010 · 1 min read
Emerging Europe Economics Update Q3 GDP surprises on upside but twin speed recovery still likely The raft of third-quarter GDP data released this morning generally surprised on the upside. Hungary, Slovakia and the Czech Republic all expanded at a faster pace than expected, while Romania... 12th November 2010 · 1 min read
China Data Response Hong Kong GDP (Q3) Hong Kong’s economy outperformed expectations last quarter thanks to strong spending by residents on the back of a strong labour market recovery and a surge in spending by tourists. The overheated... 12th November 2010 · 1 min read
Europe Data Response Euro-zone GDP (Q3) The slowdown in euro-zone GDP in the third quarter will do little to ease growing fears about the region’s periphery. The 0.4% quarterly expansion was a touch weaker than the consensus forecast and... 12th November 2010 · 1 min read
Latin America Economics Update Mexico's engine of growth appears to have stalled Mexican manufacturing, which has so far been the key driver of the economic recovery, appears to have stalled. With demand in key export markets – notably the US – likely to remain extremely sluggish... 11th November 2010 · 1 min read
Europe Economics Update Can anything save Ireland from a Greek tragedy? The further rise in Irish bond yields over recent days has intensified speculation that Ireland will soon be forced to follow Greece in turning to international financial support. Is there anything... 11th November 2010 · 1 min read
Global Markets Update Has the US already begun a “currency war”? The first day of the G20 Summit has been overshadowed by fresh accusations that the US is deliberately engaging in a policy of weakening the dollar and that this is somehow underhand or reprehensible... 11th November 2010 · 1 min read
UK Markets Chart Pack Robust economic data boost market confidence Recent market movements suggest that investors have taken the robust economic data and the decision of the Monetary Policy Committee (MPC) to hold back from restarting quantitative easing (QE) at its... 11th November 2010 · 1 min read
UK Commercial Property Update Effect on average prices of falls in secondary segment may be muted Transactions activity has cooled recently, with anecdotal evidence suggesting a buyer/seller stand-off in the secondary segment has been a contributing factor. On IPD data, this segment is fairly... 11th November 2010 · 1 min read
