Japan Economics Weekly Japan dodges Greek crisis... for now The market reaction to the recent events in Greece shows that Japan is still seen as a safe haven rather than one of the next countries in line for a public finance crisis. This makes sense. In... 3rd May 2010 · 1 min read
Europe Economics Weekly Greece takes a step back from the brink With signs that Europe is perhaps finally getting its act together and is close to finalising a bailout package, the chances of a near term Greek Government default have greatly diminished. While... 3rd May 2010 · 1 min read
UK Economics Weekly Parties leave us none the wiser on spending cuts The Government is going into the election against a fairly favourable backdrop of an expanding economy, a falling claimant count and rising house prices. So it may be disappointed that this economic... 3rd May 2010 · 1 min read
Asia Economics Weekly Australia to tighten again Australia’s Reserve Bank (RBA) meets on Tuesday and, although it is a close call, will probably lift the cash rate again by 25bp to 4.50%. This is now the markets’ view too. The economy is moving from... 3rd May 2010 · 1 min read
Europe Economics Focus Greek default – The whys and wherefores Continued uncertainties about the proposed rescue package for Greece, coupled with the exceptionally grim medium-term outlook for the economy and public finances, point to a significant risk of some... 30th April 2010 · 1 min read
Japan Economics Update Bank of Japan leaves door open for further easing Despite revising its growth and inflation forecasts higher, the Bank of Japan signalled today that it accepts more monetary support will be required to sustain the recovery. We are not sure that the... 30th April 2010 · 1 min read
Europe Commercial Property Update Growing divergence across Emerging European property markets The upbeat message on Poland from yesterday’s Q1 2010 RICS global survey broadly fits with our view that Polish property will be among the best performers in Europe this year. But we are less... 30th April 2010 · 1 min read
China Economics Update Interest rates likely to remain on hold until Q4 Events in China and Europe this month have reduced the chances that China will raise interest rates in May, as we had expected. A first hike may now wait until the fourth quarter. 30th April 2010 · 1 min read
Emerging Europe Chart Pack Contagion risks from Greece high and rising (Apr 10) Concerns over the deepening crisis in Greece have weighed on financial markets across the region over the past couple of weeks. While no country has escaped, the contagion risks appear greatest in... 30th April 2010 · 1 min read
UK Commercial Property Data Response GVA Grimley/Henley Business School survey (H1 10) Respondents to the latest GVA Grimley Corporate Real Estate Survey (formerly produced in conjunction with the CBI, but now with Henley Business School) were confident about their business prospects... 30th April 2010 · 1 min read
UK Housing Market Data Response Land Registry Repeat Sales Index (Mar.) The drop in the Land Registry house price index in March is likely to be reversed in April. Even so, with the economy seeming to have lost a little momentum in the first quarter, the labour market... 30th April 2010 · 1 min read
Latin America Chart Pack Divergences in the inflation outlook open up With growth prospects in Latin America starting to diverge, the outlook for inflation varies between countries. In Brazil, the rapid recovery from last year’s relatively shallow recession has caused a... 30th April 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI (Apr.) & Unemployment (Mar.) The euro-zone CPI and unemployment figures add to the view that the region is set for a prolonged period of weak price pressures. 30th April 2010 · 1 min read
