Capital Daily The party is not over for Russian equities – at least not yet 30th October 2009 · 1 min read
BoE Watch Another £50bn of fireworks We anticipate more monetary fireworks from the Monetary Policy Committee (MPC) at its meeting on 5th November. With the previous extension to its quantitative easing (QE) programme now complete and... 29th October 2009 · 1 min read
Emerging Europe Economics Update Too soon to call the top in Russian equities 29th October 2009 · 1 min read
Global Markets Update Too soon to call the top in Russian equities Stock markets have fallen sharply around the world this week, but Russian equities have performed particularly badly. We think renewed gains are likely in the near term, but Russian stocks are likely... 29th October 2009 · 1 min read
ECB Watch No hints of tighter policy The ECB will leave interest rates on hold at 1.0% at its November policy meeting and we do not expect it to announce any significant change in its policy of providing generous loans to the banking... 29th October 2009 · 1 min read
Capital Daily Treasuries won’t suffer just because the Fed stops buying 29th October 2009 · 1 min read
UK Economics Update London 2012 – Still no gold medal for the economy On 31st October, there will be 1000 days to go until the start of the London 2012 Olympics. Without wishing to downplay the sporting and cultural significance of the Games, we doubt they will provide... 29th October 2009 · 1 min read
UK Economics Update London 2012 – Still no gold medal for the economy On 31st October, there will be 1000 days to go until the start of the London 2012 Olympics. Without wishing to downplay the sporting and cultural significance of the Games, we doubt they will provide... 29th October 2009 · 1 min read
Emerging Europe Chart Pack Consumer and business confidence starts to return (Oct 09) After collapsing across the board earlier in the year, consumer and business confidence indicators have rebounded sharply over the past six months. In some cases, they are approaching pre-crisis... 29th October 2009 · 1 min read
Asia Economics Update RBNZ in no rush to hike The Reserve Bank of New Zealand (RBNZ), as expected, left its cash rate unchanged at 2.5%. More surprisingly, the RBNZ also remained committed to keeping rates low into the second half of 2010, an... 29th October 2009 · 1 min read
Europe Commercial Property Chart Pack Euro-zone investment market thawing out (Nov 09) The tightening of credit conditions in Europe may be coming to an end. Coupled with improved investor appetite, European property transactions are on the up. Signs of life are also emerging in some... 29th October 2009 · 1 min read
UK Economics Update Lloyds going it alone may not help the lending outlook It is looking increasingly likely that the Government will allow Lloyds Banking Group to bow out of the Asset Protection Scheme (APS). While this is testimony to the improvement in both financial and... 29th October 2009 · 1 min read
UK Economics Update Lloyds going it alone may not help the lending outlook It is looking increasingly likely that the Government will allow Lloyds Banking Group to bow out of the Asset Protection Scheme (APS). While this is testimony to the improvement in both financial and... 29th October 2009 · 1 min read
