Capital Daily FOMC unlikely to announce a second round of asset purchases 20th September 2010 · 1 min read
UK Economics Weekly Labour market slack will help inflation to fall Last week’s consumer prices figures showing headline inflation holding steady at 3.1% fuelled doubts in some quarters over the MPC’s long held view that spare capacity in the economy will have a... 20th September 2010 · 1 min read
Europe Economics Weekly Wage pressures to remain subdued Last week’s data brought further evidence of persistent weakness in euro-zone labour markets, with employment stagnating in Q2 and annual wage growth slowing. Admittedly, while pay cuts continued in... 20th September 2010 · 1 min read
Japan Economics Weekly Will intervention work? There has been much fruitless speculation over whether the Japanese authorities want the yen to fall back sharply or just want to see it stabilise. We do not believe there is any such “grand plan”... 20th September 2010 · 1 min read
Asia Economics Weekly Indian rupee on a roll which will likely continue India’s currency has climbed sharply against the US dollar since the beginning of September, and the appreciation will probably continue. Capital inflows are likely to stay strong as investors... 20th September 2010 · 1 min read
UK Economics Update Is employment really rising that much? Even if employment is not actually rising quite as quickly as the official figures suggest, the improvement in the jobs market has been pretty impressive. Unfortunately, this looks unlikely to last. 17th September 2010 · 1 min read
Latin America Economics Update Chile: More interest rate hikes to come in the near-term The Central Bank of Chile (CBC) last night hiked interest rates by 50bps to 2.5%, as expected. In the near-term, the strong pace of growth means that policymakers will probably continue to raise rates... 17th September 2010 · 1 min read
Emerging Europe Economic Outlook The twin-speed recovery (Q3 2010) Some economies in Emerging Europe should grow at a decent pace over the next year or so, but most are facing a long haul back to health and the likelihood of renewed tensions within the eurozone... 17th September 2010 · 1 min read
Capital Daily The future looks bright for Indian equities, bonds and the rupee 17th September 2010 · 1 min read
Emerging Europe Economics Update Downside risks to oil mean ruble trouble here to stay Today’s slide in the ruble is all the more surprising given that oil prices have been rising over the past few weeks. With oil prices still likely to fall over the next year, we are sticking to our... 16th September 2010 · 1 min read
Asia Economics Update Sri Lanka set for rapid growth in 2010-11 Data released today showed that Sri Lanka’s economy expanded at a faster pace in Q2 than in Q1. Domestic demand should hold strong and offset the fading support from exports. The central bank (CBSL)... 16th September 2010 · 1 min read
Europe Economics Update Cautious SNB won't hike rates for some time yet Fears that domestic price pressures might prompt the Swiss National Bank to tighten monetary policy proved unfounded today as it left its interest rate target at 0.25%. The Bank’s tone was gloomier... 16th September 2010 · 1 min read
US Economics Focus Mismatching has raised the structural unemployment rate 16th September 2010 · 1 min read
UK Housing Market Update First-time buyers will be most affected by fragile labour market The recent slump in first-time buyers’ share of the mortgage market is a worrying sign of fresh weakness in the first rung of the housing market. What’s more, high unemployment among the under- 35s... 16th September 2010 · 1 min read
Asia Economics Update India's Reserve Bank set to tighten further The Reserve Bank of India (RBI) today raised the repo rate by 25bp, which was in line with expectations. It lifted the reverse repo rate by 50bp as well, which surprised the consensus but matched our... 16th September 2010 · 1 min read
