China Economics Update More stimulus from China’s banks and much stronger trade There was no let-up last month in the lending growth that is fuelling China’s stimulus. For now, the Chinese recovery is benefitting the rest of the world through stronger imports. But as commodity... 14th October 2009 · 1 min read
China Economics Update China’s hot money worries set to reappear China’s foreign exchange purchases, and hot inflows into its economy, have steadied. But they are likely to rise in the months ahead, adding to the threat of asset price bubbles next year. 14th October 2009 · 1 min read
Japan Economics Update Bank of Japan in no rush for the exit The Bank of Japan’s silence on when it will end its purchases of bank-owned corporate debt is being interpreted by some as a lack of faith in the recovery and by others as a response to government... 14th October 2009 · 1 min read
Asia Economics Update China’s hot money worries set to reappear China’s foreign exchange purchases, and hot inflows into its economy, have steadied. But they are likely to rise in the months ahead, adding to the threat of asset price bubbles next year. 14th October 2009 · 1 min read
Latin America Economics Update Policymakers in ‘wait and see’ mode With the economic recovery in Latin America now underway, the majority of Central Banks in the region are in ‘wait and see’ mode as the effects of huge rate cuts earlier this year pass through the... 14th October 2009 · 1 min read
Global Markets Update Commodity currencies facing headwinds Expectations have been growing that the central banks of Canada, Norway and New Zealand will soon join Australia on what is thought to be a prolonged tightening cycle. This has been supporting the... 14th October 2009 · 1 min read
UK Economics Update Rising unemployment to keep pay growth slowing At its September meeting, the Monetary Policy Committee noted the importance of earnings growth for the inflation outlook and suggested that firms had in part squeezed pay to offset the effect of... 14th October 2009 · 1 min read
Europe Commercial Property Update Investment market activity picked up in Q3, but rental values fell The first data for 2009Q3 showed a pick-up in European commercial property investment activity, accompanied by a picture of broad stability for initial yields. At the same time, rental values declined... 14th October 2009 · 1 min read
Asia Economics Update More stimulus from China’s banks and much stronger trade There was no let-up last month in the lending growth that is fuelling China’s stimulus. For now, the Chinese recovery is benefitting the rest of the world through stronger imports. But as commodity... 14th October 2009 · 1 min read
Asia Economics Update Bank of Japan in no rush for the exit The Bank of Japan’s silence on when it will end its purchases of bank-owned corporate debt is being interpreted by some as a lack of faith in the recovery and by others as a response to government... 14th October 2009 · 1 min read
UK Economics Update Can the lower pound offset the fiscal squeeze? There are have been suggestions that the adverse impact on the economy of the coming fiscal tightening will be largely or wholly offset by the positive effects of the fall in the sterling exchange... 14th October 2009 · 1 min read
