Latin America Economics Update Is Brazilian inflation nearing its trough? 8th October 2009 · 1 min read
Asia Economics Update Near-term outlook for Japan remains bright The improvement in the main balances of Japan’s Economy Watchers Survey in September is a relief after the dips in the previous one-two months. Indeed, these balances are now back at levels last seen... 8th October 2009 · 1 min read
Europe Economics Update ECB still some way from the exit The ECB’s cautious tone in the press conference following its decision to leave interest rates on hold for the sixth consecutive month supports our view that any future tightening of policy conditions... 8th October 2009 · 1 min read
UK Housing Market Chart Pack Tentative signs of renewed house price weakness ahead (Oct 09) 8th October 2009 · 1 min read
Europe Commercial Property Update Why have French yields risen more than Italian and Dutch yields? At first glance it seems a little surprising that initial yields in France are now above those in Italy and the Netherlands. Foreign investors’ share of the French investment market has fallen... 8th October 2009 · 1 min read
UK Economics Update MPC just waiting for November’s meeting The Monetary Policy Committee (MPC) has made it clear that it wants to wait until November before re-assessing its programme of asset purchases, so today’s no-change decision was of little surprise... 8th October 2009 · 1 min read
Emerging Europe Economics Update Events in Latvia take another turn for the worse 7th October 2009 · 1 min read
Asia Economics Update Indian rupee on a roll that looks set to continue The rupee has climbed 3% against the US dollar over the last few days which, by recent standards, is a big move. We have long expected the appreciation and more looks on the way as India’s balance of... 7th October 2009 · 1 min read
Latin America Economics Update Further upside to regional currencies looks limited 7th October 2009 · 1 min read
UK Commercial Property Update Lenders begin to return, but outlook for lending activity still subdued Yesterday’s papers gave considerable coverage to recent Savills research reporting a sharp rise in the number of lenders willing to lend against UK commercial property. Clearly, this adds to the case... 7th October 2009 · 1 min read
UK Economics Update Why are consumers so upbeat? The latest Nationwide consumer confidence survey supports the upbeat message from the other main measures of consumer sentiment. Whilst this will clearly boost hopes of a decent consumer recovery, the... 7th October 2009 · 1 min read
UK Economics Update Why are consumers so upbeat? The latest Nationwide consumer confidence survey supports the upbeat message from the other main measures of consumer sentiment. Whilst this will clearly boost hopes of a decent consumer recovery, the... 7th October 2009 · 1 min read
