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
Europe Commercial Property Update Denmark 2009Q2 GDP points to prolonged occupier downturn The latest GDP data for Denmark showed that the pace of economic contraction accelerated in 2009Q2. Despite the weak state of the economy, however, rental values have held up fairly well so far. But... 1st October 2009 · 1 min read
