UK Economics Focus The VAT threat to consumer spending The looming reversal of the temporary VAT cut should boost household spending at the end of this year, as consumers bring forward their spending. But this will just come at the expense of spending... 28th October 2009 · 1 min read
Europe Commercial Property Update Laying the foundations for a stronger investment market Today’s ECB Bank Lending Survey suggests that the tightening in credit conditions faced by business across Europe may now be at an end. At the same time, however, lenders do not yet appear ready to... 28th October 2009 · 1 min read
Capital Daily Rally in emerging market equities probably has further to go 28th October 2009 · 1 min read
China Economics Update China’s growth peaks Our China Activity Proxy (CAP) suggests that seasonally-adjusted, q/q growth in China’s economy has peaked, but growth is expected to remain strong for some time. 27th October 2009 · 1 min read
Global Markets Update Emerging equities rally has further to run GDP growth in emerging markets is likely to outpace that of developed economies over the coming quarters. This, in turn, should ensure that emerging equities continue to outperform high-income country... 27th October 2009 · 1 min read
Global Markets Outlook Where did it all go right? (Q4 2009) Asset markets have continued to perform strongly across the board, underpinned by exceptionally loose monetary policy and signs of economic growth. The favourable backdrop should persist over the next... 27th October 2009 · 1 min read
UK Economics Update Growth revision would not change the big picture Last week’s provisional GDP figures showing the UK economy unexpectedly contracting in Q3 have prompted much debate over whether the figures under-represented the true strength of the economy and will... 27th October 2009 · 1 min read
Asia Economics Update China’s growth peaks Our China Activity Proxy (CAP) suggests that seasonally-adjusted, q/q growth in China’s economy has peaked, but growth is expected to remain strong for some time. 27th October 2009 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Oct.) There are still few signs that the ECB’s unlimited provision of liquidity to banks and improving conditions in the financial markets are prompting any pick-up in eurozone broad money and bank lending. 27th October 2009 · 1 min read
Asia Economics Update Reserve Bank of India will hike soon India’s Reserve Bank (RBI) kept its key policy rates unchanged today, but also put the markets on notice to expect monetary tightening soon. Worries about the recovery are diminishing fast and the RBI... 27th October 2009 · 1 min read
UK Economic Outlook Sluggish recovery ahead (Q4 09) The recovery in consumer spending still looks likely to be sluggish. Even if banks loosen credit conditions further, households are likely to remain focused on paying off - rather than taking on -... 26th October 2009 · 1 min read
UK Economics Update Fear of another Winter of Discontent overdone Fears are growing that the UK is heading for a repeat of the damaging industrial action that characterised the so-called “Winter of Discontent” in 1978/9. However, we doubt that the damage to the... 26th October 2009 · 1 min read
UK Economics Update Fear of another Winter of Discontent overdone Fears are growing that the UK is heading for a repeat of the damaging industrial action that characterised the so-called “Winter of Discontent” in 1978/9. However, we doubt that the damage to the... 26th October 2009 · 1 min read
