Europe Economics Update Euro-zone Monetary Indicators Monitor (Aug.) The latest euro-zone money figures provided little sign that the ECB’s recent continued provision of liquidity to banks has prompted them to increase their lending to the wider economy. 27th August 2009 · 1 min read
Asia Economics Update The Philippines should keep surprising on the upside Today it was the Philippines’ turn to announce a far stronger-than-expected Q2 GDP gain. As elsewhere in Asia, it is the resilience of domestic demand which is pulling the economy through, but the... 27th August 2009 · 1 min read
Latin America Chart Pack The rocky road to recovery Although there is mounting evidence that some economies in the region – notably Brazil – have returned to positive growth, others remain mired in recession. Mexico and Chile contracted once again in... 27th August 2009 · 1 min read
Japan 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
Global Economics Update Asia leading the pick-up in world trade Today’s CPB release shows global merchandise trade picked up m/m in June, its first meaningful gain since July 2008. But while the data confirm that Asia is leading the rebound in world trade, we... 26th August 2009 · 1 min read
Asia Economics Update Malaysia to stay on an improving track Today’s better-than-expected Q2 GDP figures confirm that Malaysia is pulling out of recession. Malaysia’s upswing will likely be sluggish compared to the region but this should ensure that the... 26th August 2009 · 1 min read
UK Commercial Property Chart Pack Investment market begins recovery, but rental values to fall further (Sep 09) 26th August 2009 · 1 min read
UK Economics Focus Bank lending still set to fall well short Conditions in the banking system have clearly been improving. However, we doubt that this transforms the lending outlook. Indeed, we continue to think that over the foreseeable future, bank lending... 26th August 2009 · 1 min read
UK Economics Focus Bank lending still set to fall well short Conditions in the banking system have clearly been improving. However, we doubt that this transforms the lending outlook. Indeed, we continue to think that over the foreseeable future, bank lending... 26th August 2009 · 1 min read
UK Housing Market Update Auction data point to renewed house price weakness ahead The price of property sold at auction suggests that, having risen slightly in recent months, the market clearing price for residential property has fallen back again. This may be a warning sign that... 26th August 2009 · 1 min read