Asia Economics Weekly Bank of Thailand set to tighten further Thailand’s Q2 GDP data are released on Monday and the figures should confirm that the hit to the economy from the April-May troubles in Bangkok was not severe. We have always expected that this would... 23rd August 2010 · 1 min read
Europe Economics Weekly Export recovery to slow before long Recent encouraging news on the euro-zone has prompted us to revise up our 2010 GDP growth forecast from 1.0% to 1.5%. But the recovery is still heavily reliant on German exporters and the outlook for... 23rd August 2010 · 1 min read
Asia Economics Update Pakistan to ask for more IMF help Pakistan was already struggling to keep the IMF on-side and the floods have changed the near term economic outlook so much that it makes sense to re-write the current adjustment programme. GDP growth... 20th August 2010 · 1 min read
Latin America Economics Update Mexico: Q2 GDP likely to be as good as it gets 20th August 2010 · 1 min read
Global Markets Update No bubble yet in government bonds In contrast to those worrying about a possible bubble in the prices of government bonds, we expect yields in the US, Germany and UK to remain near current lows for the foreseeable future and possibly... 20th August 2010 · 1 min read
Europe Commercial Property Update Why are Dutch retail yields leading the euro-zone recovery? Boosted by the low level of unemployment and relatively attractive pricing, strong demand among large institutional investors has pushed prime retail yields down in the Netherlands more so than... 20th August 2010 · 1 min read
Asia Economics Update Sri Lankan central bank continues to focus on growth In a surprise move, the Central Bank of Sri Lanka (CBSL) cut its reverse repo rate earlier today. Inflation has continued to slow while market interest rates have not come down as much as was... 20th August 2010 · 1 min read
Emerging Europe Economics Update Policymakers to look through any food price spike (Aug 10) Emerging Europe Central Bank Watch 1 Aug. 2010 EMERGING EUROPE CENTRAL BANK WATCH Economies in Emerging Europe are more vulnerable than those in the West to a spike in wheat prices following recent... 20th August 2010 · 1 min read
Latin America Economics Update Brazil: shifting to a more sustainable pace of growth 19th August 2010 · 1 min read
UK Data Response UK Retail Sales & Public Finances (Jul.) Not only did the latest UK data suggest that the fiscal position is tentatively improving, but it looks like the slowdown emerging in the wider economy has not spread to the high street yet. 19th August 2010 · 1 min read
Asia Economics Update Taiwan's upswing still strong but not for much longer Q2 GDP data, released today, confirm that Taiwan’s economy will be one of the world’s best performers in 2010. However, weaker external demand will increasingly weigh on growth from now on. Policy... 19th August 2010 · 1 min read
UK Economics Chart Pack Weakening in wider economy yet to hit high street (Aug 10) The recovery in the overall economy appears to be softening. And although the high street appears to doing well for now, we doubt that consumer spending will be far behind. Consumer confidence appears... 19th August 2010 · 1 min read
UK Housing Market Update How will home-owners respond to renewed signs of house price falls? As signs that the past year’s house price gains are going into reverse become more widespread, the number of active sellers in the housing market is likely to decline. But a fall in house price... 19th August 2010 · 1 min read
Japan Economics Update Above-consensus growth may still not be good enough The disappointing data for the second quarter have prompted us to revise down our forecast for Japan’s GDP growth in 2010. At the same time we are nudging our 2011 forecast higher, and our numbers for... 19th August 2010 · 1 min read
Europe Data Response Norwegian GDP (Q2) Q2’s GDP figures add to evidence that Norway is on track for a modest recovery, suggesting that the Norges Bank will continue to tread cautiously. 19th August 2010 · 1 min read
