UK Housing Market Update What would the end for self-certification mortgages mean? Yesterday’s Times reported that in next week’s Mortgage Review, the FSA will recommend the introduction of a rule which effectively spells the end of self-certification mortgages. If it is implemented... 14th October 2009 · 1 min read
UK Economics Update Can Brown do a Major? The recent improvement in consumer confidence might give Gordon Brown hope that he can emulate John Major and pull off an unlikely election victory in the aftermath of a deep recession. But much... 13th October 2009 · 1 min read
Emerging Europe Economics Update Turkey: no fiscal crisis, but bond market rally nearing end 13th October 2009 · 1 min read
UK Housing Market Data Response RICS Housing Survey (Sept) & CLG house prices (Aug) 13th October 2009 · 1 min read
Capital Daily Re-pricing of oil would have little impact on the dollar 13th October 2009 · 1 min read
China Economics Update Business conditions continue to improve in China Business conditions in China improved across the board in Q3, but small and privately-owned firms are far less exuberant than their large and state-owned counterparts. 13th October 2009 · 1 min read
Asia Economics Update Business conditions continue to improve in China Business conditions in China improved across the board in Q3, but small and privately-owned firms are far less exuberant than their large and state-owned counterparts. 13th October 2009 · 1 min read
UK Economics Focus Spare capacity could yet turn inflation negative Inflation is likely to pick up again in the next few months but, further ahead, the huge amount of spare capacity that is building up in the economy will bear down heavily on core price pressures... 13th October 2009 · 1 min read
UK Markets Chart Pack Real yields take a dive (Oct 09) The yield on inflation-indexed bonds may increase at the outset of a recovery if markets expect the authorities to raise interest rates in real – as well as nominal – terms. However, real yields have... 12th October 2009 · 1 min read
Global Economics Focus From banking crisis to fiscal crisis? The measures put in place by governments to support their banking sectors and economies have helped to avert a full-scale financial meltdown and a 1930s-style economic depression. But the full costs... 12th October 2009 · 1 min read
Europe Commercial Property Update Rise in French industrial output is unlikely to support rental values On the face of it, the fourth consecutive monthly rise in French industrial output in August provides some grounds for hope that an improvement in industrial occupier demand might be imminent. However... 12th October 2009 · 1 min read
Asia Economics Update Singapore upswing to stay strong despite 2010 risks Asia’s second Q3 GDP release showed Singapore’s recovery remained powerful. We expect the upswing to stay strong for some time, even though manufacturing will be thrown around by the volatile... 12th October 2009 · 1 min read