DM Markets Chart Pack Stocks still strong, but for how long? (Sep 09) The US equity market enjoyed another good month in September. The good times may roll on for a while as the incoming data improve. But as risk appetite starts to taper off, there may be trouble ahead. 7th October 2009 · 1 min read
UK Economics Update Tory spending cuts are just the beginning The proposed cuts in public spending set out by the Shadow Chancellor of the Exchequer George Osborne at the Conservative Party Conference in Manchester are likely to be just the first small step... 6th October 2009 · 1 min read
UK Economics Update Tory spending cuts are just the beginning The proposed cuts in public spending set out by the Shadow Chancellor of the Exchequer George Osborne at the Conservative Party Conference in Manchester are likely to be just the first small step... 6th October 2009 · 1 min read
Global Economics Focus Can Asia ride to the rescue? The global crisis has driven home the need for Asia to do more to expand domestic demand. But in every part of Asia there are frictions which mean the necessary policy shift will be drawn out. As a... 6th October 2009 · 1 min read
Global Markets Update Gold set for a roller-coaster ride The price of gold has finally risen above the previous record intra-day high of $1034/oz hit on 17th March 2008, raising hopes that the bull market that saw prices more than quadruple from a low of... 6th October 2009 · 1 min read
Emerging Europe Economics Update What will drive the region’s economy post-crisis? 6th October 2009 · 1 min read
Europe Chart Pack Export outlook brightens The recent news from the euro-zone provides further signs that the economy emerged from recession in Q3. The data from the external sector have been especially encouraging. July’s sharp rise in... 6th October 2009 · 1 min read
Asia Economics Update Australian rate-tightening cycle will be modest The Reserve Bank of Australia (RBA) raised its cash rate to 3.25% today, sooner than most had expected. Markets are now pricing in further rate rises back up to a “neutral” level of 5.0-5.5% by late... 6th October 2009 · 1 min read
Europe Commercial Property Update Oslo office take-up improves, but further rental falls still likely The rise in office take-up in Oslo is unlikely to signal an end to the occupier market downturn. But with the rental correction well advanced, Norway’s relatively strong economy should ensure that... 6th October 2009 · 1 min read
US Economics Focus Housing recovery built on fundamentals, not the tax credit 6th October 2009 · 1 min read
US Housing Market Focus Housing recovery built on fundamentals, not the tax credit The US government’s support for first-time buyers may not have boosted housing activity by as much as has been suggested. The good news is that this means more of the recovery is based on fundamental... 6th October 2009 · 1 min read
