UK Housing Market Update Are asking prices a reliable lead indicator? Yesterday’s fall in asking prices reported by Rightmove was noticeably stronger than the traditional dip normally observed in August. Admittedly, despite their timely nature the data’s track record as... 17th August 2010 · 1 min read
UK Data Response Core price pressures finally starting to ease 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
UK Commercial Property Outlook Recovery is over, but fresh capital value falls are unlikely (Q3 10) Our medium-term forecasts are broadly unchanged from the previous Analyst. As we had expected, the recovery in commercial property capital values seems to have run out of steam. However, over the next... 16th August 2010 · 1 min read
Latin America Economics Update Brazil Election Watch: Where's the fiscal giveaway? 16th August 2010 · 1 min read
Asia Economics Update India's Reserve Bank tightening still has far to go Recent India data show that inflation pressures have eased while the gain in industrial production has slowed sharply. External risks have climbed too. Nevertheless, non-food inflation is unlikely to... 16th August 2010 · 1 min read
Japan Data Response GDP (Q2 Preliminary) Japan's economy barely grew at all in the second quarter as domestic demand fell and rising imports offset most of the smaller boost from slowing exports. The markets are still focused on the yen, but... 16th August 2010 · 1 min read
Japan Economics Weekly How uncompetitive is the yen? Fears about the impact the rising yen will have on exporters are overdone. Deflation has ensured that Japan remains internationally competitive. The bigger threat is slowing demand in overseas markets... 16th August 2010 · 1 min read
Asia Economics Weekly Malaysia staying with above-trend growth Malaysia’s Q2 GDP figures are released on Wednesday and are likely to show that the economy continued to expand at a rapid pace in y/y terms, albeit not as fast as in Q1. Exports and industrial growth... 16th August 2010 · 1 min read
UK Economics Weekly Is the MPC turning a blind eye to inflation? The distinctly dovish tone of last week’s August Inflation Report begs the question of whether the Monetary Policy Committee is damaging the credibility of the policy framework by deliberately turning... 16th August 2010 · 1 min read
Europe Economics Weekly Strong growth for now, but deflation risk remains The news that euro-zone GDP rose by 1.0% in Q2 confirmed that the economy is performing very well, both by its own and international standards. But this might not last. The recovery is still heavily... 16th August 2010 · 1 min read
