Japan Data Response Consumer Confidence (Oct.) Japanese consumers continue to grow more cautious, but the latest downtick in confidence is not unexpected given the weakness in other sentiment indicators and there are good reasons to expect... 10th November 2010 · 1 min read
China Data Response Foreign Trade, Property (Oct.) China’s trade surplus has continued to widen, despite a recent run of strength in imports. The stage is set for a tense G20 summit. 10th November 2010 · 1 min read
Latin America Economics Update Inflation being driven by rising food prices... for now The raft of data released over the past day or so show that inflation across Latin America is accelerating. For now, the pick-up has been driven by food prices. But with growth set to remain strong in... 9th November 2010 · 1 min read
UK Economics Update Fragile consumer sentiment points to spending slowdown The sluggish trend in consumer confidence points to renewed weakness in consumer spending growth ahead. And sentiment yet might deteriorate further. 9th November 2010 · 1 min read
UK Economics Update Fragile consumer sentiment points to spending slowdown The sluggish trend in consumer confidence points to renewed weakness in consumer spending growth ahead. And sentiment yet might deteriorate further. 9th November 2010 · 1 min read
Europe Economics Update Can exports to Asia sustain the German recovery? With the resilience of German export growth partly reflecting persistently strong demand from Emerging Asia, some have argued that Germany might continue to grow rapidly as demand elsewhere in the... 9th November 2010 · 1 min read
Asia Economics Update Australia's fiscal consolidation remains on track The latest budget projections published today confirm that Australia’s fiscal position is exceptionally strong when compared to other high-income economies. The overall budget will move back into... 9th November 2010 · 1 min read
China Economics Update Inflation Monitor (Oct.) We think that consumer price inflation peaked in October. With all the recent increase in the headline rate coming from food prices, inflation is only likely to continue rising if there are further... 9th November 2010 · 1 min read
UK Data Response UK Industrial Production & Trade (Sep.) The UK industrial recovery, while still fairly healthy, seems to have lost a bit of pace. And the continued dismal net trade performance continues to cast a cloud over the outlook for the sector. 9th November 2010 · 1 min read
Japan Data Response Economy Watchers Survey & Bank Lending (Oct.) Japan’s Economy Watchers Survey (EWS) for October suggests that the recovery is faltering again in the fourth quarter after what we expect to have been strong (aboveconsensus) growth in GDP in the... 9th November 2010 · 1 min read
UK Housing Market Data Response RICS Housing Survey (Oct) The latest RICS housing market survey provides further evidence, if any were needed, that the house price outlook is weak. Most of the activity indicators deteriorated further in October and surveyors... 9th November 2010 · 1 min read
Europe Commercial Property Update What are euro-zone real estate equity prices telling us? Recent moves in euro-zone real estate equity prices point to solid near term all-property capital value growth in France, but a period of broad stagnation in Germany, Italy and the Netherlands... 9th November 2010 · 1 min read
UK Commercial Property Update RICS data highlight lingering office occupier market uncertainty Recent RICS data suggest that office rental values across the UK may fall slightly in Q4. We suspect that this will prove too pessimistic. Even so, the data are a timely reminder of the fragility of... 9th November 2010 · 1 min read
Asia Economics Weekly Malaysia to resume policy tightening next year Malaysia’s central bank (BNM) meets to set policy interest rates on Friday and will likely leave the overnight rate unchanged at 2.75%. The economic upswing is losing some momentum and inflation will... 8th November 2010 · 1 min read
