Japan Economics Weekly Q4 GDP to beat consensus Our analysis suggests that Japan’s GDP grew by around 1.5% q/q in the fourth quarter of last year. Consensus forecasts are also coming in fairly strong, but our forecast is still top of the range. 8th February 2010 · 1 min read
Europe Economics Weekly The spotlight turns on Portugal and Spain Last week, the noose around the Greek Government’s neck loosened slightly. But markets are still baying for blood – Portugal and Spain are their new targets. Neither Portugal nor Spain have quite the... 8th February 2010 · 1 min read
UK Economics Weekly The big squeeze is still coming Several recent developments appear to have cast some doubt over the likelihood and size of the widely expected post-election tightening of fiscal policy. Recent opinion polls have raised the chances... 8th February 2010 · 1 min read
China Chart Pack Still waiting for Chinese consumption (Feb 10) The economic data have on the whole been very encouraging over recent weeks, but this strength has only fuelled market concerns about inflation and the prospect of monetary tightening. These worries... 5th February 2010 · 1 min read
Latin America Economics Update A close call, but first Brazilian hike still likely in April 5th February 2010 · 1 min read
US Housing Market Focus A double-dip in house prices would not be a disaster The US government’s support for first-time buyers may not have boosted housing activity by as much as has been suggested. The good news is that this means more of the recovery is based on fundamental... 4th February 2010 · 1 min read
UK Economics Update Just how damaging would a hung parliament be? There are worries that a hung parliament could lead to higher interest rates and a lower credit rating – a nasty scenario for sterling assets. But with monetary policy set to remain extremely loose... 4th February 2010 · 1 min read
UK Economics Update Just how damaging would a hung parliament be? There are worries that a hung parliament could lead to higher interest rates and a lower credit rating – a nasty scenario for sterling assets. But with monetary policy set to remain extremely loose... 4th February 2010 · 1 min read
Emerging Europe Economics Update Russian inflation heading for record lows Russian inflation fell to its slowest rate in nearly three years in January. With the recovery set to lose steam over the coming quarters, we expect inflation to fall to record lows later this year. 4th February 2010 · 1 min read
US Economics Focus A double-dip in house prices would not be a disaster 4th February 2010 · 1 min read
