Global Markets Update The yen looks set to stay strong Speculation that there has been a change in Japan’s policy toward FX market intervention misses the point. The yen is not expensive in real trade-weighted terms, and has mainly climbed on Japan’s... 30th September 2009 · 1 min read
Asia Economics Update Thailand’s recovery still up and running, but pauses for breath Thailand’s recovery faltered in August but GDP still looks on track to climb in Q3. Investment and household spending will continue to lead the way and will offset yet another drag from net exports. 30th September 2009 · 1 min read
Latin America Chart Pack Inflation still falling despite signs of recovery There are continued signs of recovery in Latin America’s economy. Brazilian GDP expanded by a seasonally-adjusted 1.9% q/q in Q2, while more timely data suggest that Mexico and Chile returned to... 30th September 2009 · 1 min read
Europe Data Response Euro-zone Flash CPI & German Unemployment (Sep.) 30th September 2009 · 1 min read
UK Data Response UK Index of Services (Jul.), Cons. Conf. (Sep.) & Productivity (Q2) 30th September 2009 · 1 min read
Europe Economics Focus Can France maintain its lead? France is likely to give up its recent status as the euro-zones star performer in the next two years, losing ground mainly to Germany. But with household finances and the banking sector in a fairly... 30th September 2009 · 1 min read
China Economics Update What does China need to stay healthy at 60? As China’s government celebrates 60 years of the People’s Republic, the experience of Japan and the Asian Tigers underlines the case for China to shift its economic model to sustain rapid growth. 30th September 2009 · 1 min read
Latin America Economics Update Venezuela debt auction only a temporary reprieve 29th September 2009 · 1 min read
UK Economics Update Saving rate still some way from peaking The Q2 National Accounts suggested that households have gone some way to repairing their finances. However, we think that this process has much further to go. 29th September 2009 · 1 min read
UK Economics Update Saving rate still some way from peaking The Q2 National Accounts suggested that households have gone some way to repairing their finances. However, we think that this process has much further to go. 29th September 2009 · 1 min read
Emerging Europe Economics Update Rate cuts in Russia and Romania won’t ease credit conditions 29th September 2009 · 1 min read
Asia Economics Update Vietnam’s impressive rebound threatens overheating Vietnam is always the first in Asia to publish quarterly GDP and the Q3 data published today showed that its economic recovery is gaining strength. The improvement, as in China, is coming on the back... 29th September 2009 · 1 min read
