Asia Economics Update First Indonesia rate hike likely in Q1 2010 Bank Indonesia (BI), as expected, today left its overnight lending rate at 6.5%, the first no change since mid-2008. The policy statement was neutral. BI is now more confident that Indonesia’s upswing... 3rd September 2009 · 1 min read
Emerging Europe Economics Update Turbo boost from car scrapping is unlikely to last 3rd September 2009 · 1 min read
Europe Data Response Euro-zone Retail Sales (Jul.) & Final PMI (Aug.) 3rd September 2009 · 1 min read
Europe Economics Update Swedish interest rates on hold for some time to come The decision by the Swedish Riksbank to keep interest rates on hold at 0.25% and signal that rates may remain unchanged for around another year supports our view that markets may have got ahead of... 3rd September 2009 · 1 min read
Europe Commercial Property Update What has happened to industrial yields in Iberia? Industrial yields in Spain and Portugal moved out sharply in the first half of 2009. This is not surprising given the outlook for rental values in these economies as the recession bites. We expect... 3rd September 2009 · 1 min read
UK Economics Chart Pack Deflation still a risk CPI inflation was unchanged in July and is still being slow to fall compared with other countries. However, this primarily reflects the impact of the lower pound and this effect should now be easing... 3rd September 2009 · 1 min read
Europe Chart Pack Growing again? Q2’s modest 0.1% quarterly contraction in euro-zone economic activity was an encouraging sign that the recession is nearing its end. Admittedly, the improvement compared to Q1’s 2.5% drop was partly... 3rd September 2009 · 1 min read
Nordic & Swiss Economics Update Swedish interest rates on hold for some time to com The decision by the Swedish Riksbank to keep interest rates on hold at 0.25% and signal that rates may remain unchanged for around another year supports our view that markets may have got ahead of... 3rd September 2009 · 1 min read
Asia Chart Pack Japan - Best of the G7 (Sep 09) The Japanese economy posted the strongest rebound in the G7 in Q2, but was also first into recession and had previously suffered the sharpest falls in activity. Massive amounts of spare capacity will... 2nd September 2009 · 1 min read
Latin America Economics Update Peru: Set for a brief period of deflation 2nd September 2009 · 1 min read
UK Commercial Property Data Response CIPS/Markit construction PMI (August) 2nd September 2009 · 1 min read
Japan Chart Pack Best of the G7 (Sep 09) The Japanese economy posted the strongest rebound in the G7 in Q2, but was also first into recession and had previously suffered the sharpest falls in activity. Massive amounts of spare capacity will... 2nd September 2009 · 1 min read
Asia Economics Update PMIs point to continued momentum in emerging Asia The short histories and sketchy track records of PMIs in emerging Asia limit their usefulness as leading indicators. Nonetheless, they are increasingly closely-watched. Read alongside other recent... 1st September 2009 · 1 min read
