Latin America Chart Pack Data starting to soften but recovery still on track The latest data from the region have been somewhat softer than expected. Industrial production slowed in both Brazil and Mexico last month, while forward looking indicators weakened too. Data on the... 29th June 2010 · 1 min read
Europe Data Response Euro-zone EC Survey (Jun.) June’s small increase in the EC measure of euro-zone economic sentiment is a relief after falls in other surveys lately. But it still points to only a modest recovery in the region as a whole, with... 29th June 2010 · 1 min read
UK Economics Update Monetary Indicators Monitor (Jun.) Growth of the Monetary Policy Committee’s favoured measure of the money supply has continued to pick up pace, but we doubt that this means that a strong pick-up in money spending is soon to come. 29th June 2010 · 1 min read
Asia Economics Update Crisis in North to increase Korean re-unification costs The Bank of Korea (BoK) released its latest annual estimates of the North’s economy late last week. In short, the North-South income gap remains massive. The shift away from free market reform in the... 29th June 2010 · 1 min read
UK Commercial Property Data Response Property Lending (May) & Institutional Investment (Q1) Net commercial property lending flows remained negative in May, reflecting the fact that banks’ and building societies’ exposure to the sector is still very high. Further negative lending flows are... 29th June 2010 · 1 min read
UK Data Response Mortgage Lending (May.) The latest mortgage lending numbers from the Bank of England were little changed from last month, indicating a lending market that remains very subdued. 29th June 2010 · 1 min read
UK Data Response Mortgage Lending (May.) The latest mortgage lending numbers from the Bank of England were little changed from last month, indicating a lending market that remains very subdued. 29th June 2010 · 1 min read
UK Housing Market Data Response Mortgage Lending (May.) The latest mortgage lending numbers from the Bank of England were little changed from last month, indicating a lending market that remains very subdued. 29th June 2010 · 1 min read
Japan Data Response Output, Spending, Labour (May) & SME Conf. (Jun.) The third successive monthly increase in the unemployment rate will add to concerns that the recovery in domestic demand is too fragile to offset any slowdown in exports as a result of weakening... 29th June 2010 · 1 min read
Asia Economics Update Singapore still firing on all cylinders Strong April-May industrial output data suggest that Singapore will post another stunning q/q annualised GDP gain when the Q2 figures are released by mid-July. Even Singapore cannot keep this up but... 29th June 2010 · 1 min read
UK Housing Market Data Response Land Registry Repeat Sales Index (May.) The latest Land Registry Repeat Sales index brought further evidence that the increase in supply and the weakening of demand seen over the past few months is beginning to undermine house prices. Tight... 28th June 2010 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Jun.) May’s euro-zone money supply and bank lending figures suggest that banks remain in no mood to lend, highlighting the need for the ECB to maintain its unconventional policy support measures. 28th June 2010 · 1 min read
China Activity Monitor On course for a soft landing The Capital Economics China Activity Proxy (CAP) suggests that GDP growth slowed to a little over 10% y/y in the second quarter. A soft landing appears to be underway, although weakness in... 28th June 2010 · 1 min read
