China Economics Focus Is China shifting course? Fears that China is about to slam the brakes on its economy are overdone. Overheating is a far smaller threat than is commonly supposed and policy tightening will be implemented only slowly. 6th May 2010 · 1 min read
UK Economics Chart Pack Weak backdrop to election By any ordinary standards, the economic backdrop to the general election is poor. Only on three previous occasions since 1955 have elections taken place against a background of negative annual GDP... 6th May 2010 · 1 min read
Europe Economics Update Will the ECB be forced to adopt QE? With the impending bailout failing to reduce Greek bond yields and concerns spreading to other peripheral economies, some have suggested that the ECB might yet step in and buy government bonds itself... 6th May 2010 · 1 min read
DM Markets Chart Pack Greece casts a shadow (Apr 10) The crisis in Greece cast a shadow over equity markets in April to the benefit of US Treasuries and gold. The recovery in the major developed economies is likely to peter out before too long. This... 6th May 2010 · 1 min read
Europe Economics Update Can Italy stay beneath the markets’ radar? Despite having the highest level of government debt in the euro-zone, Italy has so far been largely untouched by the growing contagion effects of the Greek fiscal crisis. But there is no room for... 6th May 2010 · 1 min read
Capital Daily Sterling markets should not take fright from a hung parliament 6th May 2010 · 1 min read
Europe Chart Pack Recovery defies fiscal crisis… for now The euro-zone’s fiscal crisis has clearly intensified, with Greek bond yields remaining extremely high despite the agreed bailout and concerns spreading to other peripheral economies. But the recovery... 5th May 2010 · 1 min read
UK Economics Update How will sterling markets fare after the election? We are not convinced that a hung parliament in the UK would now be such bad news for all sterling assets. Whatever the outcome of tomorrow’s general election, we think 10-year gilt yields will drop to... 5th May 2010 · 1 min read
Global Markets Update How will sterling markets fare after the election? We are not convinced that a hung parliament in the UK would now be such bad news for all sterling assets. Whatever the outcome of tomorrow’s general election, we think 10-year gilt yields will drop to... 5th May 2010 · 1 min read
Global Economics Update UK election ushers in the Great Squeeze Tomorrow’s general election will mark the beginning of a new and difficult phase for the UK economy. Get ready for the Great Squeeze. 5th May 2010 · 1 min read
UK Economics Update UK election ushers in the Great Squeeze Tomorrow’s general election will mark the beginning of a new and difficult phase for the UK economy. Get ready for the Great Squeeze. 5th May 2010 · 1 min read
UK Economics Update UK election ushers in the Great Squeeze Tomorrow’s general election will mark the beginning of a new and difficult phase for the UK economy. Get ready for the Great Squeeze. 5th May 2010 · 1 min read
Emerging Europe Economics Update Where now for Romanian interest rates? While the National Bank of Romania appears to be reaching the end of its current easing cycle, with the economic recovery still facing significant headwinds, rate hikes remain a distant proposition. 5th May 2010 · 1 min read
Europe Commercial Property Update Rebound in Moscow office take-up looks unsustainable The rise in take-up in the Moscow office market in Q1 2010 may be less encouraging than it first seems. Indeed, given the large volume of completions, the improvement in demand was only enough to... 5th May 2010 · 1 min read
UK Commercial Property Data Response CIPS/Markit Construction PMI (Apr 10) The latest PMI suggests that the rebound in commercial construction activity accelerated in April. This points to growing developer confidence in the outlook for tenant demand and rents. For now... 5th May 2010 · 1 min read
