Japan Economics Update Activity index suggests recovery back on track July’s all industry activity index suggests that Japan’s economic recovery picked up again in the third quarter after wobbling in the second quarter. In particular, the expenditure breakdown (which is... 22nd September 2010 · 1 min read
UK Housing Market Update Fuss over mortgage interest rates is a red-herring Recent press comment that lenders are profiteering from the large spreads between mortgage interest rates and Bank Rate may be further evidence of the low esteem in which the financial services sector... 22nd September 2010 · 1 min read
Latin America Economics Focus Capital controls back on the agenda Latin America’s floating currencies have bounced back strongly after a brief wobble in May and, with the notable exception of the Mexican peso, most now look expensive relative to ‘fair value’... 22nd September 2010 · 1 min read
UK Data Response MPC Minutes (Sep.) The Minutes of September’s MPC meeting suggested that the arguments proposed by doves on the Committee are gaining greater currency with the other members. The chances of additional monetary policy... 22nd September 2010 · 1 min read
UK Data Response MPC Minutes (Sep.) The Minutes of September’s MPC meeting suggested that the arguments proposed by doves on the Committee are gaining greater currency with the other members. The chances of additional monetary policy... 22nd September 2010 · 1 min read
Europe Economics Update Spain not yet out of the woods Despite the markets growing more pessimistic about the prospects for Ireland and Portugal, bond yields in Spain have remained relatively stable, suggesting that concerns about its public finances have... 22nd September 2010 · 1 min read
Capital Daily Are shrinking corporate savings a threat to Treasuries? 22nd September 2010 · 1 min read
UK Data Response Public Finances (Aug.) August’s public finances figures severely dented hopes that the fiscal position is on a clearly improving trend and cast doubt on the ability of the Government to deliver the fiscal tightening laid... 21st September 2010 · 1 min read
Capital Daily Firms' pay-out policy does not mean US equities are attractive 21st September 2010 · 1 min read
US Economics Weekly Economy edges further away from another recession Fears that the US economy is heading for another recession are likely to recede further in the coming weeks, not least because GDP growth is on course to accelerate from 1.6% in the second quarter to... 20th September 2010 · 1 min read
Global Markets Update What does pay-out policy imply for the US equity market? According to the latest quarterly Flow of Funds Accounts published by the Federal Reserve on Friday, US non-farm non-financial companies (firms hereafter) returned more money to their shareholders in... 20th September 2010 · 1 min read
Emerging Europe Economics Update Still in no rush to tighten (Sep 10) Growth in some economies in the region is starting to look impressive but underlying inflation pressures remain benign and concerns over the durability of the global recovery will keep policymakers... 20th September 2010 · 1 min read
US Chart Pack Third quarter growth unlikely to be sustained (Sep 10) 20th September 2010 · 1 min read
China Economics Update The view from the ground - Q3 2010 China’s businesses and banks are increasingly confident about the economic situation, but consumers are downbeat, preferring by a wide margin to save rather than spend. 20th September 2010 · 1 min read
Latin America Economics Update Treading carefully After a rapid rebound from last year’s recession, it seems that growth in Latin America is now starting to ease to a more sustainable pace. Monetary tightening has further to run in Chile and Peru... 20th September 2010 · 1 min read
