Asia Economics Update China’s commodity imports slow Despite further evidence of economic strength, China’s monthly data for October suggested that commodity stockpiling is waning. Lending growth declined more than expected, but credit policy is set to... 11th November 2009 · 1 min read
Capital Daily Inflation expectations may not have much further to rise 11th November 2009 · 1 min read
Japan Economics Update Is Japan’s recovery already faltering? The falls in the main balances of Japan’s Economy Watchers Survey in October suggest that the recovery lost a little momentum at the start of the fourth quarter. Nonetheless, growth was probably... 10th November 2009 · 1 min read
US Economics Focus The macroeconomic implications of the lower dollar 10th November 2009 · 1 min read
Asia Economics Focus New Zealand facing a long hard slog New Zealand’s economy is likely to struggle over the medium term after an initial strong bounce next year. We see its GDP growth being closer to the long drawn out recoveries we expect in the US and... 10th November 2009 · 1 min read
UK Commercial Property Update Why have leisure and hotels held up relatively well during downturns? As they did in the early 1990s, the leisure and hotel sectors experienced smaller-than-average capital value falls during the most recent downturn. The weight of evidence is that these two niche... 10th November 2009 · 1 min read
Global Markets Update Bond yields to drop back in 2010 as inflation fears fade The recent rise in longer-term government bond yields primarily reflects expectations of higher inflation. These expectations are still relatively low and could climb a little further in the coming... 10th November 2009 · 1 min read
Europe Data Response German ZEW (Nov.)/ French & Italian Industrial Prod’n (Sep.) 10th November 2009 · 1 min read
Asia Economics Update Is Japan’s recovery already faltering? The falls in the main balances of Japan’s Economy Watchers Survey in October suggest that the recovery lost a little momentum at the start of the fourth quarter. Nonetheless, growth was probably... 10th November 2009 · 1 min read
Asia Economics Update Indonesia’s impressive upswing to stay on track Indonesia’s Q3 GDP growth accelerated to 4.2% y/y and all the key indicators point to a further pick up in coming quarters, with domestic demand leading the way. We are very positive on the outlook... 10th November 2009 · 1 min read
UK Housing Market Data Response RICS Housing Survey (Oct) & CLG house prices (Sep) 10th November 2009 · 1 min read
