Europe Commercial Property Update Norway: property outlook bright, but beware of downside risks We think that commercial property returns in Norway will be higher over the next few years than anywhere else in Western Europe. This Update elaborates on our thinking and also highlights some of the... 19th January 2010 · 1 min read
UK Data Response UK Consumer Prices (Dec.) December’s consumer prices figures will clearly do nothing to ease the recent increase in inflation worries. But they should not throw the Monetary Policy Committee into a blind panic. 19th January 2010 · 1 min read
Asia Economics Update Thailand finally catches up with the rest of Asia Thailand has lagged the regional recovery but data from the end of last year, including December foreign trade released today, have been strong. We have therefore lifted our 2010 GDP forecast... 19th January 2010 · 1 min read
China Chart Pack Tightening to proceed very gradually (Jan 10) Last week’s increase in the required reserve ratio for commercial banks was a strong signal that the ultra-loose monetary policy of 2009 is being reversed. Increases to administered interest rates are... 19th January 2010 · 1 min read
Latin America Economics Update Chile: Piñera unlikely to signal a shift in economic policy 18th January 2010 · 1 min read
Europe Commercial Property Update Divergence in investor and occupier markets to continue We expect the divergence between the investor market and the occupier market, which started to appear in 2009, to continue in 2010. Initial data suggest that, although still low by historical... 18th January 2010 · 1 min read
Asia Economics Update Philippines stress-test on the way Philippines country credit risk will be in the spotlight over the next six months given that the 2010 borrowing requirement will probably hit record levels, and ahead of May’s presidential and... 18th January 2010 · 1 min read
Europe Economics Weekly Euro support fading Recent developments support our view that the euro will come under renewed downward pressure in the coming months. With concerns about Greece mounting, economic prospects deteriorating compared to the... 18th January 2010 · 1 min read
UK Economics Weekly Can consumers keep this up? From what we can tell so far, the high street has had a surprisingly good Christmas – and not just due to people trying to beat the VAT rise. We have had our fingers burnt before in betting agains UK... 18th January 2010 · 1 min read
