Asia Economics Weekly Vietnam to wait and see The central bank in Vietnam (SBV) should set interest rates for May over the next few days and will probably keep the base rate on hold at 8.00%. Monetary policy has been effectively tightened in... 26th April 2010 · 1 min read
Europe Economics Weekly Recovery continues, but medium-term worries grow Last week’s euro-zone data will have added to hopes that the recovery resumed at the start of this year, following Q4’s stagnation. But concerns about the region’s medium-term prospects remain, with... 26th April 2010 · 1 min read
Latin America Economics Update Lower public debt levels have not eliminated fiscal risks 23rd April 2010 · 1 min read
UK Data Response Preliminary GDP (Q1) The weakness of GDP growth in the first quarter of this year may not be as bad for the Government’s election prospects as it might seem. But it is clearly disappointing for the economic outlook. 23rd April 2010 · 1 min read
UK Housing Market Update Residential and commercial property prospects diverge At a simple level, our view that last year’s house price recovery will be reversed, while gains in commercial property capital values will be sustained seems at odds with the strong historical... 23rd April 2010 · 1 min read
China Activity Monitor No sign of overheating in activity data Our China Activity Proxy (CAP) suggests that China’s economy expanded more last quarter in y/y terms than the official GDP figures showed. But q/q growth is a better guide to the strength of the... 23rd April 2010 · 1 min read
Europe Commercial Property Focus Polish retail property market outlook Over the next few years we think that the Polish retail market will outperform most retail markets in both Emerging Europe and the euro-zone. Indeed, the sanguine outlook for retail occupier demand... 23rd April 2010 · 1 min read
UK Economics Update Are hung parliament fears easing? There are some signs that markets are becoming rather less fearful of the prospect of a hung parliament after the election on May 6th. 22nd April 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Apr.) April’s increase in the euro-zone composite PMI provides further hope that the recovery is regaining momentum. But with few signs from the hard data that the region’s heavy reliance on external demand... 22nd April 2010 · 1 min read
Latin America Economics Update Mexico: retail sales rebound, but rates on hold until 2011 22nd April 2010 · 1 min read
Europe Commercial Property Update Easing credit availability supporting Norwegian investment recovery Q1’s easing of credit conditions for commercial real estate in Norway will continue to support the nascent property investment market recovery. The recovery in yields is well underway, but we think... 22nd April 2010 · 1 min read
