Europe Economics Weekly Industrial divergences likely to grow Last week’s euro-zone industrial data provided further evidence that the recovery in the sector remains on track. But it also added to worries that divergences within the region are building and that... 19th July 2010 · 1 min read
Asia Economics Weekly What lies ahead for industrial production in Asia? Industrial output has soared across Emerging Asia since the first half of 2009, but the rapid expansion will not be sustained. The inventory-rebuilding cycle has now largely worked its way through and... 19th July 2010 · 1 min read
Asia Economics Update Asia capital inflows hostage to worries on growth Since May, foreigners have returned to being large net buyers of all the Asian stock markets where flows data are available, with the exceptions of Thailand and the Philippines. We continue to expect... 19th July 2010 · 1 min read
Emerging Europe Economics Update Hungary: IMF deal breaks down This weekend’s breakdown in talks between the Hungarian government and the IMF rounds off a dire start for the new Fidesz government. While Hungary can get by without IMF funds for now, Hungarian... 19th July 2010 · 1 min read
Asia Economics Update Australia goes to the polls early It was announced over the weekend that Australia will hold Federal elections on 21st August. The main campaign issues will be the mining tax, climate change policy, and the stance toward asylum... 19th July 2010 · 1 min read
Latin America Economics Update Softer tone of recent data won't stop rate hikes Although the incoming data from Latin America have shown tentative signs that the recovery in the region is losing some of its steam, this is in line with our expectations and does not alter the... 19th July 2010 · 1 min read
UK Housing Market Focus The outlook for house prices in the North West Over the next 20 years, house price growth in the North West is likely to match the UK average closely. If anything, the North West may slightly outpace the UK. However, there will be considerable sub... 19th July 2010 · 1 min read
Capital Daily Threat of deflation in the US has receded, but only for a while 19th July 2010 · 1 min read
UK Markets Chart Pack Fitful data on UK recovery strains markets’ nerves (Jul 10) Once again, recent market movements appear to have been partly shaped by events in the eurozone, where bouts of both optimism and nervousness surrounding the current stress tests on banks and the... 16th July 2010 · 1 min read
Latin America Economics Update Chilean rates edging up while Mexico's remain on hold 16th July 2010 · 1 min read
Europe Commercial Property Update Poland vs. the Czech Republic: where are retail prospects brightest? Recent data releases support our view that the Polish retail property market will outperform that of the Czech Republic over the next few years. Indeed, although we do not expect a blistering recovery... 16th July 2010 · 1 min read
Global Economic Outlook Shifting into a lower gear (Q3 10) The world economy is predictably starting to slow as the fading of the policy stimulus again exposes the underlying fragilities left by the recession. 16th July 2010 · 1 min read
