Emerging Europe Economics Focus Will Russia be Europe’s leader or laggard? Despite being richer than the rest of the so-called BRICs, there is still plenty of scope for Russia to undergo a period of rapid catch-up growth and it may yet overtake Germany as Europe’s largest... 6th April 2010 · 1 min read
Latin America Economics Update Will Brazil’s election really be a benign affair? 6th April 2010 · 1 min read
Asia Economics Update Australian policy rates to rise again in May The Reserve Bank of Australia (RBA) raised its cash rate to 4.25% today. GDP growth should be strong this year despite the withdrawal of stimulus measures, while core inflation remains above target... 6th April 2010 · 1 min read
Global Economics Update UK election won’t transform the economic outlook The result of the UK general election could have short-term effects on sterling asset markets, but it won’t transform the economic outlook. Whatever the outcome, the next five years will be... 6th April 2010 · 1 min read
Asia Economics Update Indonesia on track to lift rates around mid-year Bank Indonesia (BI) left rates at 6.5% today, as expected. The economic upswing will almost certainly stay strong but bank credit growth is still weaker than the authorities would like and annual... 6th April 2010 · 1 min read
UK Commercial Property Data Response CIPS/Markit construction PMI (March) Commercial construction sector activity expanded for the first time in over two years in March. On the face of it, that suggests that developer confidence in the wider economic and rental value... 6th April 2010 · 1 min read
Europe Commercial Property Focus Where will European industrial rental values fare best? Over the next two years, we think that the three European countries with the strongest outlook for industrial rental value growth are Poland, France and Switzerland. By contrast, taking into account... 6th April 2010 · 1 min read
UK Economics Weekly Economic data give Government pre-election boost With just over a month to the expected date of the general election, the recent economic data - while not spectacular - have probably come as a bit of a relief for the Government. Last week’s further... 5th April 2010 · 1 min read
Europe Economics Weekly Pick-up in euro-zone inflation unlikely to last March’s stronger than expected rise in CPI inflation, combined with the recent depreciation of the euro, may ignite fears that inflationary pressures in the euro-zone are beginning to build. But we... 5th April 2010 · 1 min read
Asia Economics Weekly Australia to pause in April before hiking in May Moving early has given the Reserve Bank of Australia (RBA) the flexibility to vary the pace of monetary tightening. Further rate hikes are inevitable but labour market and retail sales data have been... 5th April 2010 · 1 min read
Japan Economics Weekly Yen heading for 100 against the dollar The past week’s Japanese data included some soft spots, but they were not bad enough on their own to justify a more bearish view on the yen. The relative optimism about the US economy and expectations... 5th April 2010 · 1 min read
