UK Economics Update Banks only part way to repairing their balance sheets Conditions in the banking sector have been improving, but in its latest Financial Stability Report (FSR), the Bank of England echoed our view that banks still have a lot more work to do in repairing... 18th December 2009 · 1 min read
Japan Economics Update Bank of Japan raises inflation sights, barely Despite the interest and speculation today’s announcement has generated, the Bank of Japan’s change to its language on price stability is trivial and will have no implications for monetary policy. 18th December 2009 · 1 min read
UK Commercial Property Data Response Institutional investment (Q3) & Financial Stability Report (H2) 18th December 2009 · 1 min read
Europe Data Response German Ifo Survey (Dec.) & Euro-zone Trade (Oct.) 18th December 2009 · 1 min read
Emerging Europe Economics Update Policymakers to retain their dovish bias (Dec 09) The markets are now pricing in relatively aggressive monetary tightening from mid-2010 in most countries in Emerging Europe but we think that three factors will keep rates much lower than investors... 18th December 2009 · 1 min read
Global Markets Update Just how much of a boon to gilts has QE really been? 17th December 2009 · 1 min read
UK Economics Chart Pack Still time for an end-of-year surge (Dec 09) It does not appear to have been a spectacular run-up to Christmas on the high street so far. But with the Chancellor confirming that VAT will return to 17.5% on 1st January, we should see an end-of... 17th December 2009 · 1 min read
Europe Economics Update Ireland not out of the woods just yet With the Irish economy expanding again and the Government apparently willing to take the tough actions required to get the public finances on an even keel, Ireland looks set to avoid coming under the... 17th December 2009 · 1 min read
Asia Chart Pack Rate hikes and more currency appreciation on the way (Dec 09) The emerging Asia upswing is losing some momentum, as expected, but should still stay generally strong in coming quarters. The dilemma over what to do about high capital inflows will not go away... 17th December 2009 · 1 min read
Asia Economics Update Philippine rates to move up in the first half of 2010 Today the Philippine central bank (BSP) left its policy rate unchanged at 4%, as expected, and retained a neutral bias. The economic upswing will almost certainly continue but inflation still looks... 17th December 2009 · 1 min read
Emerging Europe Economics Update Turkish yields to rise, but default risk to stay low 17th December 2009 · 1 min read
