Japan Economics Weekly A closer look at the GDP data The latest suggestions that official statisticians are engaged in some fiendish conspiracy to manipulate Japan’s GDP data are on very shaky ground. We continue to expect growth of around 3.0% in 2010... 15th March 2010 · 1 min read
UK Economics Weekly Lower pound still not helping much Last week’s trade figures probably won the prize for most disappointing economic data so far this year. Although the snow may have been partly to blame, there has been a deteriorating trend in the... 15th March 2010 · 1 min read
UK Commercial Property Update Does the fall in speculative industrial development matter? At the margin, the continued fall in the speculative industrial development pipeline can only be a support for medium-term rental value growth prospects in this sector. However, we still suspect that... 12th March 2010 · 1 min read
Europe Economics Update Weakening growth outlook is another headache for Greece For now, at least, Greece has persuaded the European Commission (EC) that it can meet its ambitious fiscal target for 2010. But the Greek crisis is far from over. Indeed, with the economy set to... 12th March 2010 · 1 min read
Europe Data Response Euro-zone Industrial Production (Jan.) The latest euro-zone industrial production figures provide some hope that the recovery in the wider economy has not ground to a complete halt. 12th March 2010 · 1 min read
Latin America Economics Update Tightening cycle nears but rate hikes will be moderate Interest rate hikes in the region are drawing near. It’s a close call, but we expect the Central Bank of Brazil to stay on hold this month and begin raising interest rates in April instead. Peru and... 12th March 2010 · 1 min read
UK Markets Chart Pack Central banks cut back on liquidity provisions (Mar 10) Over the last month, central banks have continued to withdraw some of the unconventional liquidity provisions offered to the money markets. The US Federal Reserve raised its discount rate from 0.50%... 11th March 2010 · 1 min read
China Economics Focus How will China tighten? We expect China to raise interest rates and announce a series of required reserve ratio (RRR) hikes over the next few months, but this should not be interpreted as aggressive tightening. Indeed, the... 11th March 2010 · 1 min read
Capital Daily Threat from policy tightening in China should not be overplayed 11th March 2010 · 1 min read
Latin America Economics Update Brazil’s recovery remains impressive but unbalanced 11th March 2010 · 1 min read
Global Economics Update How worried should we be about tightening in China? 11th March 2010 · 1 min read
Europe Economics Update Portuguese double dip increases fiscal worries The second release relating to Portuguese GDP in Q4 last year revealed a downward revision to the quarterly change in output from the previously estimated zero to -0.2%. So after fairly robust growth... 11th March 2010 · 1 min read
