Europe Economics Weekly Consumer outlook still cloudy A raft of data on the euro-zone consumer sector last week left the outlook still rather uncertain. The bad news was that unemployment rose further in December and wage growth looks set to drop. But... 1st February 2010 · 1 min read
UK Economics Weekly Why is the UK lagging behind? It was bad enough that the UK was one of the last major economies to pull out of recession, but we also now know that it saw a particularly feeble post-recession bounce. One reason is that big... 1st February 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI & Unemployment (Jan./Dec.) January’s flash euro-zone consumer prices figures further highlighted the distinct lack of inflation pressure in the region and offered hope that euro-zone consumers will escape the squeeze on... 29th January 2010 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Jan.) December’s euro-zone money supply figures and January’s ECB Bank Lending Survey suggest that credit conditions in the region remain very tight, despite the ECB’s unlimited provision of liquidity to... 29th January 2010 · 1 min read
UK Data Response Nationwide house prices (January) The upward momentum in house prices evident at the end of last year was extended into January. Indeed, the Nationwide house price index rose at its fastest rate for four months. But with each rise... 29th January 2010 · 1 min read
Emerging Europe Chart Pack Pick-up in inflation to prove temporary (Jan 10) Inflation across much of Emerging Europe has risen in recent months. Nonetheless, there are good reasons to think that these rises will be short-lived. For a start, the pick-ups have been driven... 29th January 2010 · 1 min read
Latin America Chart Pack Inflation remains benign despite clear signs of recovery The economic recovery in Latin America is well underway but, in most countries at least, there is little evidence of a build-up in price pressures. Indeed, headline inflation fell in Mexico, Colombia... 29th January 2010 · 1 min read
Europe Data Response Euro-zone EC Survey & German Unemployment (Jan.) January’s improvement in the EC euro-zone consumer and business survey was somewhat reassuring after the weaker tone of some of the recent other surveys. But we will need to see a sharper rise in... 28th January 2010 · 1 min read
US Employment Report Preview Benchmark revision to reveal sharper falls in employment 28th January 2010 · 1 min read
ECB Watch Benign inflation outlook to keep rates on hold The ECB meeting on February 4th is likely to be uneventful, with interest rates on hold and no significant change to existing plans to gradually phase out unconventional support for the banking sector... 28th January 2010 · 1 min read