Europe Data Response Euro-zone Trade Balance (May) Euro-zone exports continued to recover in May. But as the global economic revival loses momentum, weaker export growth will exacerbate the negative effects of the fiscal squeeze on the wider economy. 16th July 2010 · 1 min read
Emerging Europe Economics Update Inflation pressures still thin on the ground (Jul 10) Most countries in the region are on the road to recovery, but the large amount of spare capacity created by last year’s recession means that on the whole the outlook for inflation remains extremely... 16th July 2010 · 1 min read
UK Economics Focus Policy challenges for the new Government The new coalition Government has made an industrious start. But it still faces some major policy challenges if it is to achieve the multiple goals of sorting out the public finances, improving... 15th July 2010 · 1 min read
UK Economics Update How can the Government get banks to lend? One of the Government’s biggest economic challenges is getting the banks to lend more, with the major banks reportedly meeting with the Chancellor today to discuss the issue. In the near-term, this is... 15th July 2010 · 1 min read
UK Commercial Property Update Scope for fresh employment falls highlights muted rental prospects The more positive tone of yesterday’s labour market data was encouraging for commercial property rental values, which we still expect to find a floor later this year. However, with public sector job... 15th July 2010 · 1 min read
Asia Economics Update Philippine rates to stay on hold for a while The Philippines’ central bank (BSP) kept policy rates on hold at 4.0% today. This was expected by the consensus although we had thought there might be a hike. The economic upswing should stay on track... 15th July 2010 · 1 min read
Japan Economics Update Bank of Japan errs on the side of caution The Bank of Japan’s policy statement today was cautious in its assessment of the economic recovery, revising up the growth forecast for this year to reflect the latest data but leaving next year’s... 15th July 2010 · 1 min read
UK Economics Focus Policy challenges for the new UK Government The new coalition Government has made an industrious start. But it still faces some major policy challenges if it is to achieve the multiple goals of sorting out the public finances, improving... 15th July 2010 · 1 min read
Emerging Europe Economics Focus Turkey stays on course to outperform The Turkish economy is currently undergoing a rapid rebound, and its near-term outlook is the brightest in Emerging Europe. We expect GDP to grow by 6.5% this year, and while the recovery is likely to... 15th July 2010 · 1 min read
China Economics Update Downside risks to growth intensify China’s Q2 GDP growth was in line with our expectation, but unexpected weakness in the June activity data suggests the government may be forced to loosen policy sooner than originally thought. 15th July 2010 · 1 min read
UK Housing Market Outlook Low interest rates will not prevent a further drop in house prices (Q3 2010) Since the previous Analyst our forecasts for housing transactions have been shaved, reflecting the weaker-than-expected data in recent months. However, our house price forecasts appear to be on track... 14th July 2010 · 1 min read
UK Commercial Property Data Response Financial and business services sector jobs (Q1 10) The number of jobs in the financial and business services (FBS) sector rose strongly in Q1 and anecdotal evidence suggests that hiring has since remained solid. Although regional offices are still... 14th July 2010 · 1 min read
