Asia Economics Update Bank Indonesia stays on hold but rate hikes still close Bank Indonesia (BI) left its policy rate at 6.5% today, as expected. The neutral bias was retained too, probably with the aim of trying to curb rupiah appreciation. Rupiah strength is relevant to the... 4th November 2009 · 1 min read
Europe Data Response Euro-zone Producer Prices (Sep.) & Final PMIs (Oct.) 4th November 2009 · 1 min read
Europe Commercial Property Update Spanish retail recovery not yet in sight as confidence falls in October October’s fall in the ICO measure of Spanish consumer confidence was not all bad news for property markets; confidence is still much higher than it was six months ago and expectations for the future... 3rd November 2009 · 1 min read
Emerging Europe Economics Update Turkey: where will inflation go from here? 3rd November 2009 · 1 min read
Latin America Economics Update Brazil: Industrial production disappoints but recovery on track 3rd November 2009 · 1 min read
Asia Economics Update Australian rates to keep rising near term but pause mid-2010 The Reserve Bank of Australia (RBA) raised its cash rate to 3.50% today, as expected. We still expect another hike in December but this is now not much firmer than a 50:50 call. The bigger picture is... 3rd November 2009 · 1 min read
UK Housing Market Chart Pack Weak economy means activity will struggle to recover (Nov 09) 3rd November 2009 · 1 min read
UK Economics Update State-supported banking system still looks too weak to lend The Government today announced more details on its latest round of assistance for UK banks. With the banking system still heavily dependent on state support, a significant pick-up in bank lending... 3rd November 2009 · 1 min read
UK Economics Update State-supported banking system still looks too weak to lend The Government today announced more details on its latest round of assistance for UK banks. With the banking system still heavily dependent on state support, a significant pick-up in bank lending... 3rd November 2009 · 1 min read
UK Commercial Property Data Response CIPS/Markit construction PMI (October) 3rd November 2009 · 1 min read
China Economics Update People’s Bank signals sharp growth slowdown in China The latest PMI data support our view that growth in China remains strong. However, the People’s Bank appears to disagree, with potentially major implications for the policy outlook. 2nd November 2009 · 1 min read
