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
Asia 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
Global Markets Update Will the sun ever rise on Japan’s stock market? 20th November 2009 · 1 min read
Europe Economics Update Greece’s fiscal mess spells bad news for growth prospects The recent news on the Greek public finances has been terrible and suggests that the Government faces a huge task to get its fiscal house in order. Eventually, we expect pressure from the European... 20th November 2009 · 1 min read
Europe Commercial Property Update What do vacancy rates tell us about office rental prospects? At the start of the recession, office vacancy rates across Europe varied hugely. Yet, however tempting it may have been to assume that rental values in markets with the lowest vacancy rates were... 20th November 2009 · 1 min read
Capital Daily Expectations of renminbi appreciation already being scaled back 20th November 2009 · 1 min read
Emerging Europe Economics Update Turkey: Could this be the end of the easing-cycle? 19th November 2009 · 1 min read
US Economics Focus What will be the implications of another jobless recovery? 19th November 2009 · 1 min read
UK Economics Chart Pack Heading for a strong end to the year (Nov 09) All of the main measures of retail spending were strong in October. And spending will receive further support in the next month or two as consumers bring forward some purchases ahead of the reversal... 19th November 2009 · 1 min read
Latin America Economics Update Thoughts turn to monetary tightening The recession in Latin America has, for the most part, ended and the pace of recovery is likely to remain strong over the next six to nine months. We have revised up our GDP growth forecasts for 2010... 19th November 2009 · 1 min read
UK Housing Market Update Is the fall in Rightmove asking prices a sign of renewed weakness? November’s fall in asking prices may simply be a sign that the housing market has begun to wind down for Christmas. But it could also be a sign that the house price revival is about to run out of... 19th November 2009 · 1 min read
Asia Economics Focus How long will Hong Kong’s dollar peg survive? The evidence linking sharp asset price moves in Hong Kong to its tight dollar peg is weaker than many think. With the peg in place, asset price bubbles are a threat for the future. But a shift to an... 19th November 2009 · 1 min read
Asia Economics Update Capital controls unlikely, but rupiah to strengthen anyway Bank Indonesia is weighing up the costs and benefits of implementing capital controls because of concerns over “hot money” coming into the economy. However, we doubt the authorities will do anything... 19th November 2009 · 1 min read
Global Markets Update Capital controls unlikely, but rupiah to strengthen anyway 19th November 2009 · 1 min read
UK Commercial Property Data Response CBI/GVA Grimley Corporate Real Estate Survey, 2009H2 19th November 2009 · 1 min read
