Europe Economics Update Is Greece really so much worse? The recent blow-out in Greek Government bond spreads seems to over-do the depth of its fiscal problems compared to those of other crisis economies like Ireland. But Greece has clearly lost the markets... 28th January 2010 · 1 min read
BoE Watch MPC to pause, for now The Monetary Policy Committee (MPC) faces a particularly tricky task when it meets this month. On the one hand, the economy only just limped out of recession at the end of last year. But on the other... 28th January 2010 · 1 min read
Europe Commercial Property Update Downside risks to Czech and Polish retail rents still evident The latest European Commission survey revealed an encouraging, widespread further improvement in industrial confidence in Emerging Europe in January. But data revealed a far more mixed picture for... 28th January 2010 · 1 min read
Global Markets Update Is the outlook really that bad for government bonds? Government bonds are widely expected to have a rough ride in 2010 as central banks tighten monetary policy, fiscal strains continue to build and upward pressure on headline inflation fails to subside... 28th January 2010 · 1 min read
Emerging Europe Economics Update Poland defies the turmoil and expands in 2009 A preliminary estimate of 2009 GDP released this morning suggests that despite the turmoil in the global economy, Poland managed to grow by 1.7% last year. But while the Polish economy should continue... 28th January 2010 · 1 min read
Asia Economics Update Philippine rate hike draws closer The Philippine central bank (BSP) today left its key policy rate unchanged at 4.0%, as expected, but also began to unwind some of the liquidity support put in place during the global crisis. We still... 28th January 2010 · 1 min read
Emerging Europe Economics Update How will Turkey’s stock market fare in 2010? The outlook for Turkish stocks is brighter than for other equity markets in Emerging Europe. Absolute gains this year will be limited by waning risk appetite, but relative outperformance seems likely. 28th January 2010 · 1 min read
Latin America Economics Update Brazil on hold for now, but rate hikes getting closer 28th January 2010 · 1 min read
UK Commercial Property Chart Pack Economic recovery will remain slow, undermining rental values (Feb 10) The economy emerged from recession in Q4, but the 0.1% increase in GDP was well below expectations. We expect conditions in the labour market to deteriorate again and GDP growth to remain below trend... 28th January 2010 · 1 min read
China Activity Monitor Is China’s growth already fading? The Capital Economics China Activity Proxy (CAP) points to surprising weakness in December. The reality is probably less worrying, but momentum is slipping. 28th January 2010 · 1 min read
Asia Economics Update New Zealand still set to hike from mid-year The Reserve Bank of New Zealand (RBNZ) as expected left its cash rate unchanged at 2.5% overnight and, crucially, retained its commitment to start lifting rates from around the middle of this year... 28th January 2010 · 1 min read
UK Economics Update Will a “double-dip” sink Mr Brown? Q4’s disappointing GDP figures have raised fresh questions over the possibility of a “double-dip” in the economy and the implications for the timing and outcome of the forthcoming general election. 28th January 2010 · 1 min read
UK Economics Update Will a “double-dip” sink Mr Brown? Q4’s disappointing GDP figures have raised fresh questions over the possibility of a “double-dip” in the economy and the implications for the timing and outcome of the forthcoming general election. 28th January 2010 · 1 min read
