UK Data Response UK Retail Sales (May) May’s official retail sales figures suggested that high street spending has not weakened as much as the recent retail surveys have suggested. Nonetheless, it is hard to see spending on any measure... 17th June 2010 · 1 min read
UK Data Response UK Retail Sales (May) May’s official retail sales figures suggested that high street spending has not weakened as much as the recent retail surveys have suggested. Nonetheless, it is hard to see spending on any measure... 17th June 2010 · 1 min read
Asia Economics Update The Philippines upswing remains in good shape Data published over the last few days have been mixed but the Philippines economic recovery still probably stayed strong in Q2. Fiscal consolidation can proceed slowly and the expansion will almost... 17th June 2010 · 1 min read
UK Markets Outlook Fading recovery prospects darken market outlook Since our last Markets Analyst, there have been growing signs that the global economic recovery, and the UK’s recovery in particular, is built on fragile foundations that will buckle under the weight... 16th June 2010 · 1 min read
Latin America Economics Update Central Bank of Chile begins to tighten monetary policy 16th June 2010 · 1 min read
Europe Economics Update How far is Swiss intervention propping up the euro? Speculation that the Swiss National Bank’s (SNB’s) currency intervention has stemmed the decline in the trade-weighted euro seems overplayed. But the SNB’s struggle to prevent the franc surging... 16th June 2010 · 1 min read
Latin America Economics Update Brazil: April’s dip in retail sales won’t stop BCB from hiking 16th June 2010 · 1 min read
Global Markets Update Is the euro out of the woods? The euro has recouped a little ground over the past week. The currency’s bounce has coincided with a tentative rally in equity markets, which probably reflects a sense of relief that the global fall... 16th June 2010 · 1 min read
UK Housing Market Update Are expectations consistent with a turning point for house prices? Surveys of house price expectations, although weakening, are yet to signal the renewed falls that we are forecasting for the second half of this year. However, their record in anticipating price... 16th June 2010 · 1 min read
UK Data Response UK Labour Data (Apr./May) The UK labour market is showing tentative signs of improvement, but still looks too fragile to withstand the looming public sector job cuts. 16th June 2010 · 1 min read
UK Data Response UK Labour Data (Apr./May) The UK labour market is showing tentative signs of improvement, but still looks too fragile to withstand the looming public sector job cuts. 16th June 2010 · 1 min read
Emerging Europe Economics Update Region’s banks still facing a tough time Our latest ‘Heat Map’ suggests that pressures on the region’s banks have eased in recent months. Capital levels have been rebuilt and loan to deposit ratios are falling. But familiar vulnerabilities... 16th June 2010 · 1 min read
Emerging Europe Economic Outlook Euro-zone crisis adds to recovery headwinds (Q2 2010) Problems in the euro-zone’s periphery will exacerbate the twin-speed recovery already underway in Emerging Europe. No country would escape unscathed from a full-blown crisis in Western Europe, but... 16th June 2010 · 1 min read
