Latin America Economics Update New FX regime won’t solve Venezuela’s dollar drought 9th June 2010 · 1 min read
Europe Chart Pack Fiscal crisis starting to weigh on confidence Markets’ continued concern about the euro-zone fiscal outlook has prompted the euro to depreciate further and peripheral government bond yields to remain high over the past month. Worryingly, there... 9th June 2010 · 1 min read
UK Data Response UK Trade (Apr.) April’s trade figures suggested that the external sector is still in no position to offset the effects of the fiscal squeeze that is now almost upon us. 9th June 2010 · 1 min read
China Chart Pack How big a deal are recent wage increases? (Jun 10) Big wage increases in China are stoking concern about inflation and corporate profitability. But they represent catch-up after two years in which wage growth was weak. Furthermore, double-digit... 9th June 2010 · 1 min read
Emerging Europe Economics Update Hungary still walking a fiscal tightrope The announcement of a renewed fiscal squeeze in Hungary should help to ease market fears of a ‘Greek style’ crisis in the country. But the policies unveiled earlier today sidestep the underlying need... 8th June 2010 · 1 min read
Latin America Economics Update Outlook for Chilean inflation is still fairly benign 8th June 2010 · 1 min read
UK Economics Update UK faces a tougher task than Canada to cut deficit The Canadian experience of the mid-1990s has been taken by many as evidence that the UK’s large government deficit can be brought under control fairly easily and without undermining the broader... 8th June 2010 · 1 min read
Latin America Economics Update Q1 GDP does little to quell overheating concerns in Brazil 8th June 2010 · 1 min read
Japan Economics Update Japan to take the lead from the UK? The appointment of PM Kan’s cabinet has been accompanied by a flurry of tough rhetoric on the need to bring the public finances under control, echoing the shift of emphasis in this weekend’s G20... 8th June 2010 · 1 min read
Europe Data Response German Industrial Production/Trade & French Trade (Apr.) April’s rise in German industrial production provides hope that the recovery in the wider economy is gaining momentum. But with fiscal policy in Germany and elsewhere set to be tightened dramatically... 8th June 2010 · 1 min read
Emerging Europe Economics Update Turkey to stay ahead of the pack The bulk of the region is now experiencing a strong rebound in manufacturing, with Slovakia and Turkey at the head of the pack and Romania lagging behind. The key, however, is whether the recovery in... 8th June 2010 · 1 min read
Europe Commercial Property Update Sustained rises in Dutch office vacancy rates will impact rental values To date, Dutch office rental values have proved remarkably resilient to the sharp spike in vacancy rates. Yet, with demand still weakening and new supply still running at uncomfortably high levels, if... 8th June 2010 · 1 min read
China Economics Update Inflation Monitor (May) Inflation probably rose to 3% in May, but the bigger picture is that the threat of overheating already appears to be dissipating. We now expect inflation for the year as a whole to come in below the... 7th June 2010 · 1 min read
US Economics Focus The implications of Europe's sovereign debt crisis for the US 7th June 2010 · 1 min read
