Asia Economics Weekly Australia set to hike well ahead of Europe and the US 31st August 2009 · 1 min read
Emerging Europe Economics Update Polish economy set to expand this year 28th August 2009 · 1 min read
Asia Economics Update How big a worry is Japanese unemployment? It is tempting to dismiss the significance of the surge in Japanese unemployment as a lagging indicator, but this would be a mistake. With nominal wages already falling outright, growing excess labour... 28th August 2009 · 1 min read
ECB Watch Treating signs of recovery with caution The ECB will leave interest rates on hold at 1.0% at its September policy meeting and is very unlikely to announce any new unconventional policy measures. The Bank is likely to treat recent signs of... 28th August 2009 · 1 min read
UK Commercial Property Update Are we underplaying signs of an occupier market recovery? As well as evidence of improving investor sentiment, there have also recently been signs that occupier demand may be firming. Even so, there are good reasons to believe that the peak-to-trough decline... 28th August 2009 · 1 min read
Japan Economics Update How big a worry is Japanese unemployment? It is tempting to dismiss the significance of the surge in Japanese unemployment as a lagging indicator, but this would be a mistake. With nominal wages already falling outright, growing excess labour... 28th August 2009 · 1 min read
Europe Commercial Property Update Will confident consumers protect Italian retail market rents? The latest survey data from the ISAE show that Italian household confidence rose for the fifth consecutive month in August. On the face of it, this is encouraging news for the Italian retail... 27th August 2009 · 1 min read
Emerging Europe Chart Pack Q2 GDP data paint a mixed picture (Aug 09) While some economies managed to post quarterly growth in Q2, others continued to contract sharply. We think that there are still plenty of reasons to be cautious, even in those countries that appear... 27th August 2009 · 1 min read
US Employment Report Preview Drop in payrolls due to less hiring, not more firing 27th August 2009 · 1 min read
Asia Economics Focus Two cheers for the DPJ Confirmation of a decisive Democratic Party of Japan (DPJ) victory in Sunday’s general election in Japan should provide a further near-term boost to the Nikkei and possibly the yen too, but this... 27th August 2009 · 1 min read
UK Data Response UK CBI Dist. Trades Survey (Aug. )& Bus. Investment (Q2) 27th August 2009 · 1 min read
