Europe Economics Update German election won’t prompt early fiscal tightening The outcome of Sunday’s German election may have some bearing on the pace of fiscal consolidation. But, whichever coalition prevails, fears of early and particularly aggressive policy tightening seem... 22nd September 2009 · 1 min read
Emerging Europe Economic Outlook Brighter outlook but still facing an uphill struggle (Q3 2009) We have nudged up our GDP forecasts for the region’s most open economies, predominantly those in Central Europe, in response to a modest improvement in the outlook for Western Europe. The inventory... 22nd September 2009 · 1 min read
UK Economics Update Pension deficits another constraint on investment recovery Despite the recent rise in share prices, firms’ pension funds remain in a sorry state. This is just one of the reasons why domestic demand is unlikely to help to drive the economic recovery. 21st September 2009 · 1 min read
Latin America Economics Update Argentina: outlook improving, but fiscal risks remain 21st September 2009 · 1 min read
Asia Chart Pack Strong GDP growth likely and further currency gains (Sep 09) GDP growth across the region is likely to stay strong over the next few quarters as foreign conditions continue to improve and domestic demand stays resilient. Sustained capital inflows, higher... 21st September 2009 · 1 min read
Europe Economics Weekly Deflation risk is greater than the ECB claims 21st September 2009 · 1 min read
Latin America Economics Update Stronger growth won’t bring forward rate hikes With policymakers throughout the region now signalling that rates have troughed, attention has turned to the timing of rate hikes in 2010. We have revised up our growth forecasts for next year, but... 18th September 2009 · 1 min read
Emerging Europe Economics Update Talk of rate hikes to prove premature (Sep 09) Although we have nudged up our growth forecasts for next year, we do not expect policymakers in the region to raise interest rates for some time. While Turkey and the Czech Republic are likely to be... 18th September 2009 · 1 min read
Europe Commercial Property Update Prospects for Turkish property still weak in the short-term The Turkish economy returned to growth in 2009Q2. Accordingly, we have nudged up our GDP forecasts for this year and next. Yet we are not convinced that these revisions will be enough to reverse the... 18th September 2009 · 1 min read
