UK Economics Weekly Will Mr Darling spend or save? February’s better-than-expected public finances figures suggest that Alistair Darling could have between £5bn and £10bn at his disposal in Wednesday’s Budget. But will he spend it on preelection tax... 22nd March 2010 · 1 min read
Europe Economics Weekly Few signs of hope for the euro-zone’s periphery Developments of the past week have brought very little comfort for the euro-zone’s troubled periphery. There has been only limited progress on aid for Greece and the EC has reiterated the need for... 22nd March 2010 · 1 min read
Japan Economics Weekly Small is beautiful In contrast to the position in many other major economies, notably the US, Japan’s broad-based recovery is helping firms of all sizes. Along with the relative strength of consumer confidence, this is... 22nd March 2010 · 1 min read
Emerging Europe Economics Update Rates hikes still not imminent (Mar 10) Market rate expectations have edged down in recent weeks, but we still think that the pace of tightening currently priced in for most countries in the region is too aggressive. While inflation has... 19th March 2010 · 1 min read
UK Economics Update Labour market data point to sluggish recovery It has been suggested that the recent falls in unemployment provide further evidence that the economy is recovering more strongly than the official data show. However, the broader news on the labour... 19th March 2010 · 1 min read
UK Economics Update Labour market data point to sluggish recovery It has been suggested that the recent falls in unemployment provide further evidence that the economy is recovering more strongly than the official data show. However, the broader news on the labour... 19th March 2010 · 1 min read
Japan Chart Pack 2010 looking good, but 2011 will be much worse (Mar 10) The strength at the end of last year has laid a firm foundation for 2010. With the latest survey evidence showing that momentum remains positive, we continue to expect GDP growth of around 3.0% this... 18th March 2010 · 1 min read
Asia Chart Pack Upswing to survive policy tightening comfortably (Mar 10) The emerging Asia economies have picked up speed, inflation has increased, and more central banks have indicated that monetary policy needs to be tightened. By the end of April we expect that rates... 18th March 2010 · 1 min read
Latin America Economics Update Domestic demand continues to drive the Chilean recovery 18th March 2010 · 1 min read
China Economics Update A pivotal moment for relations with the US? The US Treasury’s upcoming announcement on whether China is a “currency manipulator” might not be the pivotal moment some are expecting. That doesn’t mean that a quarrel over the exchange rate can be... 18th March 2010 · 1 min read
Latin America Economics Focus How quickly will Brazil raise interest rates? Last night’s decision to keep Brazilian interest rates unchanged at 8.75% was in line with our forecast but against that of the consensus, which had expected a 50bps hike. Yet the debate over the... 18th March 2010 · 1 min read
