UK Economics Update Budget 2010 – Stamp duty measures ignore the real issues While there can be little doubt that they will be popular among aspiring first-time buyers, it is fairly clear that the Chancellor’s stamp duty measures do nothing to resolve the real problems facing... 24th March 2010 · 1 min read
UK Economics Update Budget 2010 – Stamp duty measures ignore the real issues While there can be little doubt that they will be popular among aspiring first-time buyers, it is fairly clear that the Chancellor’s stamp duty measures do nothing to resolve the real problems facing... 24th March 2010 · 1 min read
UK Housing Market Update Budget 2010 – Stamp duty measures ignore the real issues While there can be little doubt that they will be popular among aspiring first-time buyers, it is fairly clear that the Chancellor’s stamp duty measures do nothing to resolve the real problems facing... 24th March 2010 · 1 min read
Europe Economics Update Norges Bank strikes a more cautious tone With the Norwegian economic recovery beginning to look a little more fragile, the Norges Bank has begun to strike a more cautious tone. Although the Bank is likely to raise interest rates again later... 24th March 2010 · 1 min read
Europe Commercial Property Update Equity markets suggest that capital values will rise this year The recovery in real estate equity prices suggests that capital values in the largest European commercial property markets will rise this year. Indeed, if anything, the risks to our forecasts seem to... 24th March 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs & German Ifo (Mar.) March’s increases in the euro-zone PMI and German Ifo surveys bring some encouragement that the economic recovery in the region has not ground completely to a halt, but the outlook remains fragile. 24th March 2010 · 1 min read
UK Housing Market Update Can ex-rental property rebalance the housing market? We believe that a large pool of rented property will be put up for sale this year. While that might initially result in higher sales, we doubt that the mortgage market will allow demand to keep pace... 24th March 2010 · 1 min read
UK Economics Update UK Budget Checklist This checklist is intended to help clients keep track of the important measures and numbers announced during the Chancellor’s Budget speech at 12.30pm and to provide some instant context. 24th March 2010 · 1 min read
UK Economics Update UK Budget Checklist This checklist is intended to help clients keep track of the important measures and numbers announced during the Chancellor’s Budget speech at 12.30pm and to provide some instant context. 24th March 2010 · 1 min read
Japan Data Response External Trade (Feb.) Japan’s exports are predictably booming in year-on-year terms as the post-Lehmans slump in world trade drops out of the annual comparison. More revealingly, the volume of exports is heading for... 24th March 2010 · 1 min read
UK Economics Update Fears of a ‘Spring of Discontent’ overplayed The recent surge in industrial action in the UK has lead to concerns that a ‘Spring of Discontent’ – echoing the highly-disruptive period of strikes in 1978/9 known as the ‘Winter of Discontent’ – is... 23rd March 2010 · 1 min read