UK Data Response UK Trade (Nov.) & BRC Retail Sales (Dec.) The UK trade figures continued to disappoint in November, with the lower pound still having little visible positive effect. But at least consumers are still proving surprisingly happy to keep spending... 12th January 2010 · 1 min read
UK Housing Market Data Response RICS Housing Survey (Dec) & CLG house prices (Nov) 12th January 2010 · 1 min read
Japan Economics Update Monetary Indicators Monitor (Dec.) Despite the relative inactivity of the central bank, Japan’s broad monetary aggregates are picking up. The year-on-year decline in bank lending in December is probably not as worrying as it looks... 12th January 2010 · 1 min read
Nordic & Swiss Economics Update SNB may struggle to prevent further franc gains The Swiss National Bank’s assurance that it will intervene to prevent the franc from appreciating too much further is encouraging. But intervention now might not be as successful as in the recent past... 11th January 2010 · 1 min read
Emerging Europe Economics Update Czech Rep: pick-up in inflation but rate hikes not imminent Today’s inflation data from the Czech Republic should put to bed any lingering fears of a prolonged period of deflation. But with core price pressures set to remain subdued, we still think that... 11th January 2010 · 1 min read
UK Commercial Property Update Prospects for financial services sector, and office rents, still subdued Today’s CBI/PwC Financial Services Survey was generally weak in tone, and tended to support our forecast that rental values across the office sector as a whole will fall for much of 2010. Of course... 11th January 2010 · 1 min read
Europe Economics Update SNB may struggle to prevent further franc gains The Swiss National Bank’s assurance that it will intervene to prevent the franc from appreciating too much further is encouraging. But intervention now might not be as successful as in the recent past... 11th January 2010 · 1 min read
UK Economics Update When should Mr Brown go to the polls? Uncertainties over the likely path of the economic recovery suggest that the timing of the general election might have an important influence on its outcome. Should Mr Brown hang on to the last in the... 11th January 2010 · 1 min read
UK Economics Update When should Mr Brown go to the polls? Uncertainties over the likely path of the economic recovery suggest that the timing of the general election might have an important influence on its outcome. Should Mr Brown hang on to the last in the... 11th January 2010 · 1 min read
Latin America Economics Update Venezuela’s new currency regime looks deeply flawed 11th January 2010 · 1 min read
Asia Economics Update Malaysian economy to grow 5% this year Malaysia’s November industrial output data, published today, were poor, as were November foreign trade data published last week. Nevertheless, we remain positive on the outlook. GDP growth should... 11th January 2010 · 1 min read
UK Economics Weekly 2010 – A bumpy road to recovery Last week’s news, all but confirming that the deepest peacetime recession on record finally came to an end in the fourth quarter of last year, suggests that the economy started 2010 with a reasonable... 11th January 2010 · 1 min read
