Asia Economics Update Singapore upswing still on track Singapore’s recovery stalled at the end of 2009 but the disappointment should be short-lived. Q4 GDP was down q/q because manufacturing continues to be thrown around by the highly volatile biomedicals... 4th January 2010 · 1 min read
UK Economic Outlook Leader or laggard? (Q1 2010) A mood of doom and gloom has descended regarding the UK economy. The fact that the UK has been much slower to exit recession than other economies has raised concerns that its previous economic success... 4th January 2010 · 1 min read
Non-Euro Europe Commercial Property Outlook Improving investor sentiment may be slow to spread to Emerging Europe (Vol.1 2010) We are more optimistic about the outlook for property returns in non-euro-zone European markets than in our previous forecasts. 4th January 2010 · 1 min read
Europe Commercial Property Outlook Falling yields to bring an end to capital value declines in 2010 (Vol.1 2010) The euro-zone commercial property outlook improved markedly during the second half of 2009. It now seems probable that almost all markets will experience positive total returns in 2010, with Spain and... 4th January 2010 · 1 min read
Global Economics Update World trade recovery remains on track Today’s CPB Trade Monitor shows that global trade continues to recover, although the gain in October was inevitably less spectacular than the surge in September. We expect that world trade will... 24th December 2009 · 1 min read
Asia Economics Update Taiwan rates to remain on prolonged hold Taiwan’s central bank left interest rates on hold today, as expected. With deflation still a lingering threat, interest rates will remain at their current level until well after they start to climb... 24th December 2009 · 1 min read
Global Inflation Watch Fears of inflationary bubbles are overblown (Q4 2009) Worries about asset price bubbles, and the inflationary threat they might pose, are at best premature and at worst plain wrong. When thinking about the outlook for inflation we would continue to give... 24th December 2009 · 1 min read
Asia Economics Update New Zealand recovery off to a slow start Today’s Q3 GDP data show that New Zealand’s recovery is continuing, albeit at a weaker pace than expected. We still expect a sustained and eventually strong upswing. However, the markets have moved... 23rd December 2009 · 1 min read
Europe Data Response French Consumer Spending (Nov) & Italian Retail Sales (Oct.) 23rd December 2009 · 1 min read
Emerging Europe Chart Pack 2009: a year to forget or a spur for reform? (Dec 09) Twenty years after the fall of Communism, 2009 should have been a year to celebrate in Eastern Europe. Instead, it looks like a year to forget. The region was hit harder than any other by the turmoil... 23rd December 2009 · 1 min read
Japan Economics Focus A fresh look at the lessons from Japan The financial markets seem confident that the West can avoid the prolonged period of economic stagnation and price deflation that took hold of Japan in the 1990s. Looking back again at the Japanese... 22nd December 2009 · 1 min read
Global Economics Focus A fresh look at the lessons from Japan The financial markets seem confident that the West can avoid the prolonged period of economic stagnation and price deflation that took hold of Japan in the 1990s. Looking back again at the Japanese... 22nd December 2009 · 1 min read
UK Commercial Property Chart Pack Slowly recovering economy won’t prevent rental falls in 2010 (Jan 10) 22nd December 2009 · 1 min read
