Emerging Europe Economics Update Turkey: MTEP treads the middle ground 16th September 2009 · 1 min read
Europe Economics Update Car production to remain in the doldrums On the face of it, the surge in euro-zone new car sales over recent months seems like good news for the region’s beleaguered vehicle producers. Nonetheless, we doubt that this will prompt much of a... 16th September 2009 · 1 min read
UK Commercial Property Data Response Financial & business services employment (2009Q2) 16th September 2009 · 1 min read
Asia Economics Focus Vietnam is back on track and set for strong growth The Vietnamese economy grew rapidly from 1995 to mid-2008 on the back of China-style free market reforms which have lifted exports and foreign investment, and brought a big reduction in poverty levels... 16th September 2009 · 1 min read
Emerging Europe Economics Update Markets too quick to price in rate hikes 15th September 2009 · 1 min read
Europe Commercial Property Update Euro-zone commercial property still looks pricey relative to equities The stock market rally has pushed the equity dividend yield down, making euro-zone commercial property look more attractive relative to equities, on one measure at least. However, the spread of the... 15th September 2009 · 1 min read
UK Housing Market Data Response FSA mortgage lending statistics (2009Q2) 15th September 2009 · 1 min read
Europe Data Response German ZEW (Sep.) & Euro-zone Labour Costs (Q2) 15th September 2009 · 1 min read
UK Housing Market Data Response RICS Housing Survey (August) & CLG house prices (July) 15th September 2009 · 1 min read
Latin America Economics Focus What’s really happening to Argentine inflation? An alternative measure of Argentine inflation constructed from provincial level data suggests that inflation is actually running at around 11%, well above the current official INDEC figure of 5.9%. 15th September 2009 · 1 min read
