Latin America Economics Update Peru surges ahead while the outlook for Argentina deteriorates 27th August 2010 · 1 min read
Europe Data Response German CPI (1st Est. Aug.) August’s fall in German HICP inflation confirmed the absence of price pressures in the euro-zone’s largest economy. Indeed, we still see the headline rate there falling to near zero next year. 27th August 2010 · 1 min read
UK Housing Market Data Response Land Registry Repeat Sales Index (Jul.) The Land Registry house price index highlights a clear North/South divide. But while London and the South have consistently outperformed over the past year, we doubt that house prices in these regions... 27th August 2010 · 1 min read
UK Data Response GDP: Output, Income and Expenditure (Q2) The second estimate of UK GDP revealed that the economy expanded even more quickly than previously estimated in the second quarter. But the figures cast further doubt on the sustainability of the... 27th August 2010 · 1 min read
Latin America Chart Pack Running into global headwinds Growth in Brazil has shifted to a more sustainable pace in recent months, but otherwise the region’s recovery remains on track. For now, at least, the major threat to growth stems from global rather... 27th August 2010 · 1 min read
Japan Data Response Unemployment, Spending & CPI (Jul.) The welcome fall in the unemployment rate in July starts to bring it back in line with the improving trends in other indicators of the health of Japan's labour market. Household spending fell back... 27th August 2010 · 1 min read
Emerging Europe Economics Update Is it time to worry about fiscal discipline in Turkey? The Turkish bond market has shrugged off the news that a much vaunted fiscal rule will not now be implemented until 2012 at the earliest. This may be justified since, on its own, a rules based... 26th August 2010 · 1 min read
US Employment Report Preview Public sector won't offset weakness in private jobs growth 26th August 2010 · 1 min read
ECB Watch Still pretty downbeat despite a strong Q2 The ECB is likely to maintain a very dovish stance at the forthcoming meeting. Admittedly, recent positive data might have led the Bank to revise up its growth forecast for 2010. But the slowdown in... 26th August 2010 · 1 min read
Asia Economics Update Strong growth in the Philippines to bring rate hikes soon Q2 GDP in the Philippines came in stronger than even our above-consensus forecast. Domestic demand will probably stay strong and should offset the fading support from foreign conditions and inventory... 26th August 2010 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Aug.) The latest money figures add to evidence that annual credit growth is picking up. But with credit conditions still tight and many peripheral banks still looking vulnerable, the ECB will need to... 26th August 2010 · 1 min read
Europe Data Response Spanish GDP (Q2) The latest Spanish GDP figures confirmed that the economy continued its modest revival in Q2. But with the full effects of the fiscal squeeze yet to be felt and global demand set to slow, the recovery... 26th August 2010 · 1 min read
Emerging Europe Chart Pack Solid Q2 growth, but strong headwinds persist (Aug 10) Most economies in Emerging Europe posted positive quarterly growth in Q2 and some countries, notably Russia and Turkey, remain on track for an impressive rebound this year. However, a number of... 25th August 2010 · 1 min read
