Latin America Economics Update Are concerns about Brazil’s current account deficit justified? 17th December 2009 · 1 min read
UK Markets Chart Pack Fiscal concerns trouble bond markets (Dec 09) The Chancellor’s projections for borrowing and debt in the Pre-Budget Report failed to reassure markets that the public finances are back on a path to fiscal sustainability. In response, gilt yields... 16th December 2009 · 1 min read
Global Markets Update Oil prices to fall back to $50pb by end-2010 The current pick-up in headline inflation in the major economies is largely due to adverse base effects in energy prices. These base effects will fade soon even if oil prices now simply level out at... 16th December 2009 · 1 min read
Asia Economics Update Australia’s upswing remains on track Today’s GDP data show that Australia’s recovery was sustained in Q3 on the back of solid domestic demand. Long-run prospects remain bright thanks to the mining boom, high population growth, and... 16th December 2009 · 1 min read
Latin America Economics Update Monetary tightening will be gradual All inflation targeting economies in Latin America expanded in Q3, and growth looks set to continue at a decent pace over the next few quarters. As a result, we expect a modest rate hikes to begin in... 16th December 2009 · 1 min read
Emerging Europe Economics Update Are Austrian banking troubles a sign of things to come? 16th December 2009 · 1 min read
UK Commercial Property Data Response Financial and business services sector jobs (Q3 2009) 16th December 2009 · 1 min read
Europe Economics Update Are Austrian banking troubles a sign of things to come? Recent developments in Austria underline how the worst has not yet passed for some of Europe’s banks. While the larger euro-zone countries are less vulnerable, we expect lending to fall in some of the... 16th December 2009 · 1 min read