Europe Economics Weekly Euro-zone escapes inflation fears The recent sharp rise in CPI inflation in both the US and the UK has caused concern that interest rate hikes might not be far off. But euro-zone inflation has been far more subdued, challenging the... 25th January 2010 · 1 min read
UK Economics Weekly Sterling’s election rally? The pound’s recent climb to a four month high against the euro has revived memories of sterling’s major appreciations ahead of the last two changes of government back in 1979 and 1997. We do not... 25th January 2010 · 1 min read
US Economics Update Democrats taking a much tougher line on bank reform 22nd January 2010 · 1 min read
UK Economics Chart Pack A reasonable end to last year (Jan 10) As we expected, consumer spending picked up pace towards the end of December. Not only do consumers tend to do their Christmas shopping later and later, but the VAT rise encouraged them to bring some... 22nd January 2010 · 1 min read
UK Data Response UK Retail Sales (Dec.) December’s modest rise in the official measure of retail sales was disappointing given the far more upbeat tone of the surveys and trading updates. Although the figures should not be taken as gospel... 22nd January 2010 · 1 min read
UK Housing Market Focus Recovery or relapse in the housing market? Given our views that the labour market shake-out has some way to go, we believe that house prices will suffer a relapse in 2010. Our central forecast is for prices to fall by 10% taking them back to... 22nd January 2010 · 1 min read
UK Commercial Property Update Industrial rental value prospects: too soon to upgrade the outlook The latest survey-based evidence from the Bank of England and the CBI shows that manufacturers and other firms in the industrial sector are increasingly optimistic about their prospects. At the margin... 22nd January 2010 · 1 min read
Latin America Economics Update How quickly will Brazil hike interest rates? 21st January 2010 · 1 min read
Global Markets Update How will policy tightening in China affect the rest of us? 21st January 2010 · 1 min read
Emerging Europe Economics Update In no rush to tighten (Jan 10) While policymakers in a number of countries have appeared less dovish of late, three factors should keep interest rates much lower than the markets currently expect. First, the pace of economic... 21st January 2010 · 1 min read
UK Data Response Public Finances & CBI Industrial Trends (Dec./Jan.) December’s public finances figures will do little to ease the pressure for a major fiscal tightening after the general election. But at least the manufacturing sector finally seems to be benefiting... 21st January 2010 · 1 min read
