Global Economics Update Capital controls unlikely to deter inflows to emerging world Last month’s decision by the Brazilian government to impose a tax on foreign purchases of bonds and equities has stoked speculation that a number of other emerging markets could soon follow suit... 6th November 2009 · 1 min read
Emerging Europe Economics Update Best days of the ruble rally have passed 5th November 2009 · 1 min read
Europe Economics Update ECB edging towards the exit The latest comments from the ECB suggest that it is edging slowly towards the policy stimulus exit. But the outstanding stock of central bank loans to ommercial banks will remain very high for some... 5th November 2009 · 1 min read
Latin America Economics Update Is Brazil turning its back on market reforms? 5th November 2009 · 1 min read
DM Markets Chart Pack A pause for breath (Oct 09) October was a month of two halves. The rally in risky assets that has been fuelled by central bank liquidity and signs of growth continued during the first two weeks before a significant bout of... 5th November 2009 · 1 min read
Asia Economics Update First Philippine rate rise still some way off Today the Philippine central bank, as expected, left its policy rate unchanged at 4% and retained a neutral bias. Damage from recent storms has made the near term outlook more uncertain. But we still... 5th November 2009 · 1 min read
UK Economics Update MPC scales down QE, but may not be finished The Monetary Policy Committee’s decision to extend its quantitative easing (QE) programme by only £25bn today presumably reflects the recent improvement in some of the economic indicators. But with... 5th November 2009 · 1 min read
Europe Data Response Euro-zone Retail Sales & Spanish Industrial Prod’n (Sep.) 5th November 2009 · 1 min read
Europe Chart Pack Recovery gathers momentum The past month has brought further signs that the euro-zone is recovering, albeit quite gradually. For a start, July and August’s increases in industrial production suggest that output in the sector... 4th November 2009 · 1 min read
Global Markets Update What should we make of India’s gold purchases? The news that the Reserve Bank of India has bought gold from the IMF has been interpreted as very bullish for gold prices and bearish for the dollar. Neither is necessarily true: holdings of US... 4th November 2009 · 1 min read
Emerging Europe Economics Update Suspending Polish debt rules: Good for growth, bad for bonds 4th November 2009 · 1 min read
