China Economics Update How will China’s policymakers approach the year ahead? 24th November 2009 · 1 min read
US Housing Market Focus Housing to the rescue? The stronger than expected housing recovery will provide a welcome boost to consumption and employment. But such spill-over effects will not be large enough to prevent a prolonged period of sluggish... 23rd November 2009 · 1 min read
Japan Economics Weekly How big a threat is deflation to the recovery? 23rd November 2009 · 1 min read
China Activity Monitor Service sector activity picking up Construction slowed well before the rest of China’s economy in 2008 and it has since led the recovery. But our China Activity Proxy (CAP) suggests that recovery is now entrenched across all sectors of... 23rd November 2009 · 1 min read
Global Markets Update Gold is expensive insurance against bubbles The latest surge in the price of gold could be justified by the desire for insurance against the risks of inflationary bubbles developing in other assets, as well as a collapse in the US dollar. But... 23rd November 2009 · 1 min read
Emerging Europe Economics Update Hungary cuts again, rates heading for 5% 23rd November 2009 · 1 min read
Europe Economics Weekly Falling profit margins pose a threat to the recovery 23rd November 2009 · 1 min read
China Economics Update What happened to China’s fiscal stimulus? A resurgence in revenue will cap China’s fiscal deficit at just 3% of GDP in 2009. Looking ahead, the Budget for 2010 could signal how committed the government is to economic rebalancing. 20th November 2009 · 1 min read
Emerging Europe Economics Update Russia: Forget the growth rates, it’s the levels that matter 20th November 2009 · 1 min read
Emerging Europe Economics Update Easing-cycle may be over, but hikes are not imminent (Nov 09) After an aggressive easing of monetary policy over the past year, we now think that interest rates have troughed in Poland, Turkey and the Czech Republic. However policymakers in all three will retain... 20th November 2009 · 1 min read
