Capital Daily Next move from BoE still likely to be a further loosening 19th August 2010 · 1 min read
UK Data Response MPC Minutes (Aug.) The minutes of August’s Monetary Policy Committee (MPC) meeting suggested that policy is unlikely to change – in either direction – for some time yet. But we still think that a further policy... 18th August 2010 · 1 min read
Europe Commercial Property Update Will Stockholm's prime office yield underperformance last? The recovery in Stockholm’s prime office yields may have got off to a late start, but we do not think their underperformance relative to the neighbouring Nordic markets of Copenhagen and Oslo will... 18th August 2010 · 1 min read
Latin America Economics Update Chile: Q2 data confirm that the recovery is back on track 18th August 2010 · 1 min read
Emerging Europe Economics Update First signs of a drought-related slowdown in Russia July’s ‘Economic & Social Indicators Report’, released earlier this afternoon, contains the first signs that this summer’s droughts and associated wildfires have begun to hit activity in some sectors... 18th August 2010 · 1 min read
Asia Economics Update Malaysia on course for a soft-landing Data released today showed that Malaysia’s economy expanded at a slower pace in Q2 than in Q1. The upswing will continue to lose momentum in coming quarters but the risk that the expansion stalls is... 18th August 2010 · 1 min read
Emerging Europe Economics Update Central Europe heading for a jobless recovery History suggests that the economies of Central Europe (Hungary, Poland and the Czech Republic; the CE3) have in the past had to grow by between 3.0%-3.5% in order to create jobs. But the region’s... 18th August 2010 · 1 min read
UK Commercial Property Data Response RICS Construction Survey (Q2 10) The latest RICS Construction Survey suggested that activity across the sector as whole dipped in Q2. Encouragingly, however, the slump in public sector construction activity was not mirrored in the... 18th August 2010 · 1 min read
UK Data Response MPC Minutes (Aug.) The minutes of August’s Monetary Policy Committee (MPC) meeting suggested that policy is unlikely to change – in either direction – for some time yet. But we still think that a further policy... 18th August 2010 · 1 min read
Capital Daily Unbalanced recovery to provide little respite for the euro 18th August 2010 · 1 min read
UK Economics Focus Is QE finally working? The MPCs preferred measure of the money supply has recently started to grow at the rates the Committee was aiming for when it began its policy of quantitative easing (QE). However, we would be wary of... 17th August 2010 · 1 min read
China Economics Update Momentum still fading The Conference Board’s leading index is picking up again, but other forward-looking indicators suggest that China’s economy is continuing to slow. We still think that the authorities will have to... 17th August 2010 · 1 min read
Europe Economics Update Two-speed euro-zone still on shaky ground Q2’s GDP figures highlighted huge divergences within the euro-zone. We have revised up our growth forecast for this year, but this is entirely down to a better performance by Germany. And with... 17th August 2010 · 1 min read
UK Data Response UK Consumer Prices (Jul.) July’s consumer prices figures should provide some reassurance that underlying price pressures in the UK economy are finally starting to ease. 17th August 2010 · 1 min read
Europe Data Response German ZEW (Aug.) August’s drop in the German ZEW index will dent any hopes that the strength of the recovery in Q2 could continue. Although the economy should post a strong annual gain of 3% or more this year as a... 17th August 2010 · 1 min read
