China Economics Update Inflation Monitor (Mar.) Most of the upward pressure on inflation in recent months has come from food prices. These are now stabilising and there are few signs of broader inflation pressures waiting in the wings. 31st March 2010 · 1 min read
Emerging Europe Economics Update Turkey set to lead the region’s recovery Q4 2009 GDP data from Turkey support our view that it will be one of the best performing economies in the region over the next few years. Nonetheless, while growth should impress in the near-term, Q4... 31st March 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI (Mar.) & Unemployment (Feb.) March’s increase in euro-zone HICP inflation related mainly to energy effects and should be short-lived. Indeed, the further increase in euro-zone unemployment in February was another sign that... 31st March 2010 · 1 min read
Europe Economics Update Ireland’s problems still far from over Yesterday’s announcement of a raft of measures aimed to lift the troubled Irish banking sector from its knees, was an important step towards ending the economic slump. But the economy faces other... 31st March 2010 · 1 min read
UK Housing Market Chart Pack Weak activity suggests that confidence is still fragile (Apr 10) The fact that activity measures showed little, if any, recovery last month suggests that the weather may have been a less significant distortion to January’s data than was initially assumed. Although... 31st March 2010 · 1 min read
Japan Data Response Pay & Housing Starts (Feb), SME & Manuf. PMI (Mar) Today’s data on labour cash earnings and housing starts in February continued this week’s run of generally disappointing news on the Japanese economy. The timelier Shoko Chukin survey for March did at... 31st March 2010 · 1 min read
China Economics Update China set for a well-timed trade deficit The timing of China’s first monthly trade deficit in six years, if confirmed by March’s data, is almost too good to be true. 30th March 2010 · 1 min read
Asia Economics Update Malaysia aims to improve investment conditions Malaysia’s New Economic Model (NEM), published today, is a positive step toward promoting longterm economic reform. Boosting foreign investment, lifting education standards and reducing the role of... 30th March 2010 · 1 min read
UK Economics Update Conservatives jump on the waste wagon The Conservatives’ pledge to use efficiency savings to avoid the Government’s planned increases in national insurance in 2011 leaves both parties’ fiscal plans highly dependent on uncertain reductions... 30th March 2010 · 1 min read
Asia Economics Update Vietnam growth holds strong but inflation is the problem Vietnam is the first Asian country to report GDP data and the latest figures, released today, showed that the economy expanded 5.8% y/y in Q1. The economic upswing will probably strengthen during the... 30th March 2010 · 1 min read
UK Data Response National Accounts & Balance of Payments (Q4) Q4’s national accounts and balance of payments releases left the UK economy looking both a bit stronger and a bit better balanced than before. But they do not alter the big picture of a sluggish and... 30th March 2010 · 1 min read
UK Commercial Property Data Response Colliers CRE/Real Estate Capital Investor Pricing Survey The latest Colliers CRE/Real Estate Capital survey suggested that demand for secondary property recovered alongside prime in the early stages of the year. That may reflect higher risk appetite. But an... 30th March 2010 · 1 min read
UK Data Response Nationwide House Prices (Mar.) February’s surprise drop in the Nationwide house price index was not repeated, suggesting that the recovery in house prices still has some life. However, with mortgage lending remaining subdued in... 30th March 2010 · 1 min read
UK Data Response Nationwide House Prices (Mar.) February’s surprise drop in the Nationwide house price index was not repeated, suggesting that the recovery in house prices still has some life. However, with mortgage lending remaining subdued in... 30th March 2010 · 1 min read
