UK Data Response Producer Prices (Aug.) August’s UK producer prices figures brought further tentative evidence that cost pressures at the start of the inflation pipeline are beginning to ease. 10th September 2010 · 1 min read
Latin America Economics Update Peruvian interest rates rise for fifth consecutive month Last night, the Central Reserve Bank of Peru (BCRP) hiked interest rates by 50bps to 3.0%, as expected. With the economy still growing at a red-hot pace, we expect rates to rise to 4.0% by year-end... 10th September 2010 · 1 min read
Latin America Economic Outlook Treading the middle ground The outlook for Latin America remains good and, while the developed world will struggle to grow by 2% next year, we expect the region as a whole to grow by 4%. Brazil, Chile, Peru and Colombia will... 10th September 2010 · 1 min read
UK Markets Chart Pack Markets show mixed reaction to downbeat economic data (Sep 10) Growing signs that the UK’s recovery has begun to falter have been met by markedly different reactions from the bond and equity markets. While real yields in the gilt market have fallen to record lows... 9th September 2010 · 1 min read
China Economics Update Inflation Monitor (Aug.) Consumer price inflation continues to rise on the back of rapid food price increases, which should prove short-lived. Underlying price pressures remain weak. 9th September 2010 · 1 min read
Global Markets Update The euro’s troubles are far from over The euro’s slide this week has been prompted by renewed concerns about the health of the eurozone’s banking sector. Although the ECB’s willingness to provide ample liquidity should ensure the... 9th September 2010 · 1 min read
Emerging Europe Economics Update Hungary starts to the pay the price for political posturing The past week has brought further evidence that Hungary’s government is starting to pay the price for its bellicose talk. Bond yields are rising and the forint has failed to rally in recent weeks... 9th September 2010 · 1 min read
UK Economics Update QE2 being readied for launch While the MPC predictably chose to leave policy unchanged again today, growing signs that the economic recovery is running out of steam suggest that a further bout of quantitative easing - socalled... 9th September 2010 · 1 min read
Asia Economics Update Bank of Korea biding its time, but rate hikes lie ahead The Bank of Korea (BoK) unexpectedly held its policy rate at 2.25% today. Concerns about rising global uncertainties tipped the balance in favour of no change, despite the BoK expecting solid GDP... 9th September 2010 · 1 min read
Latin America Economics Update Argentina: one step forward, two steps back According to a report in this morning’s Financial Times, the Argentine government has performed a sharp u-turn and will now allow the IMF to scrutinise its much-maligned national accounts in an... 9th September 2010 · 1 min read
UK Data Response UK Trade (Jul.) July’s dreadful trade figures cast further doubt over the ability of the external sector to drive the recovery once the boost from government and consumer spending fades. 9th September 2010 · 1 min read
Japan Data Response Consumer Confidence (Aug.) The pick-up in Japanese consumer sentiment appears to have run out of steam. On the bright side, confidence is not too far short of pre-crisis levels, in contrast to the subdued state of sentiment... 9th September 2010 · 1 min read
Europe Commercial Property Update Prague vs. Warsaw: where are office market prospects brightest? The outlook for office occupier demand looks to be considerably stronger in Warsaw than in Prague. What’s more, completion volumes in Warsaw are finally beginning to slow, suggesting that the vacancy... 9th September 2010 · 1 min read
