UK Commercial Property Update Financial services sector improves, but office rental values to fall further Although today’s CBI/PwC Financial Services Survey showed a further recovery in financial sector confidence, we doubt that this signals an imminent end to the downturn in office rental values. Indeed... 5th October 2009 · 1 min read
Asia Economics Update Bank Indonesia holds rates but probably not for much longer Bank Indonesia (BI) left its overnight lending rate at 6.5% today, as expected, and retained its neutral bias. But inflation looks set to rise sharply over the next few months and we believe that the... 5th October 2009 · 1 min read
Asia Economics Weekly Bank of Korea to take back seat as fiscal policy set to tighten 5th October 2009 · 1 min read
Global Markets Update Best days look over for emerging debt and the EMBI 2nd October 2009 · 1 min read
UK Economics Chart Pack Attention focuses on looming fiscal squeeze Headlines over the past month have been dominated by the steps needed to reduce the public sector deficit, with Prime Minister Gordon Brown finally uttering the “c” word and talking about cutting... 2nd October 2009 · 1 min read
Latin America Economics Focus Bubble, bubble toil and trouble? Concerns that super-loose monetary policy in the West will fuel a bubble in emerging market assets are beginning to mount. While we believe that capital flows to Latin America will ease over the... 2nd October 2009 · 1 min read
UK Commercial Property Data Response CIPS/Markit construction PMI (September) 2nd October 2009 · 1 min read
Emerging Europe Economics Focus Latvia’s Swan Song Although the severe recession in Latvia has caused the current account to swing back into surplus, the rebalancing of the economy is not complete. We think the real exchange rate still needs to fall... 2nd October 2009 · 1 min read
