Japan Chart Pack Still on recovery path (Sep 10) Japan’s economy grew more than initially thought in the second quarter, although conditions will remain tough for some time given the ongoing global slowdown. Business and consumer confidence have... 13th September 2010 · 1 min read
UK Economics Focus Will tighter regulation prevent a recovery in lending? The changes in the regulatory regime currently being decided are unlikely to be the key determinant of banks lending behaviour in the near-term. But tighter regulation threatens to choke off any... 13th September 2010 · 1 min read
Latin America Economics Update Colombia: Interest rate convergence justified by fundamentals Colombian interest rates are converging towards those in Chile and Peru. While the strength of the peso has kept Colombian rates down this year, a more general improvement in policymaking in recent... 13th September 2010 · 1 min read
UK Commercial Property Focus Beyond austerity: the long-run outlook for high street shops With the influence of supermarkets and internet retailing likely to grow, we think that a downward trend in real high street shop rents is possible over the long run, with real rents falling by 1% to... 13th September 2010 · 1 min read
UK Economics Update Food price rises shouldn’t prompt policy changes Tomorrow’s inflation figures are likely to show that a further rise in food prices stopped headline inflation from falling more sharply – or at all – in August. However, we doubt that rising food... 13th September 2010 · 1 min read
UK Economics Update Food price rises shouldn’t prompt policy changes Tomorrow’s inflation figures are likely to show that a further rise in food prices stopped headline inflation from falling more sharply – or at all – in August. However, we doubt that rising food... 13th September 2010 · 1 min read
Emerging Europe Economics Update Turkish vote should buoy markets, for now The positive result in yesterday’s referendum on reforms to the Turkish constitution is good news for two reasons. First, it shows that support for the present AKP government is still high and, as... 13th September 2010 · 1 min read
Asia Economics Update Malaysian ringgit internationalisation is far away Over the weekend, Prime Minister Najib Razak stated that Malaysia was looking at allowing offshore trading of the ringgit. But Malaysia would need to make the currency fully convertible on the capital... 13th September 2010 · 1 min read
Japan Economics Weekly Strong start to Q3, turbulence ahead The revised data for Q2 GDP, released on Friday, confirmed that last quarter’s economic performance was not nearly as poor as first appeared. There are clouds on the horizon, but the evidence so far... 13th September 2010 · 1 min read
Capital Daily Rising food prices probably boosted inflation in August 13th September 2010 · 1 min read
Asia Economics Weekly New Zealand’s Reserve Bank to pause early The 4th September earthquake in Christchurch means that it is virtually certain that the Reserve Bank of New Zealand (RBNZ) will keep its cash rate unchanged at 3.0%. Recent economic data have been... 13th September 2010 · 1 min read
UK Economics Weekly Early signs of weakness in Q3 Last week brought the first ‘hard’ data relating to the third quarter. Its overall message seems to be that, while growth has not fallen ‘off a cliff,’ it has probably slowed sharply since the rapid... 13th September 2010 · 1 min read
Europe Economics Weekly Banking worries continue to weigh on the periphery The recent slide in the euro and rise in peripheral bond yields appears to reflect renewed concerns about the health of the region’s banks. These concerns may only subside once the peripheral... 13th September 2010 · 1 min read
Europe Data Response Italian GDP (Q2), Italian & French Industrial Production (Jul.) Q2’s Italian GDP figures confirmed that Italy continued to expand at a pretty healthy pace last quarter. But we think that the recovery may already have run its course and that there is a strong... 10th September 2010 · 1 min read
China Data Response International Trade, Property Market (Aug.) There were further encouraging signs in today’s import data that domestic demand is firming up after a shaky few months. The trade surplus is still gaping wide though. Tensions over the renminbi are... 10th September 2010 · 1 min read
Emerging Europe Economics Update Russia’s reform agenda back in the spotlight A number of events over the course of this week have thrown Russia’s reform agenda and the 2012 presidential elections back into the spotlight. It’s still far too early to conclude whether Mr. Putin... 10th September 2010 · 1 min read
