Emerging Europe Economics Update Easing-cycles still have further to run (Aug 09) Hungary and Romania are both likely to continue to capitalise on the current favourable conditions in financial markets by cutting interest rates again in their forthcoming meetings. Elsewhere... 19th August 2009 · 1 min read
Europe Economics Update SNB determined to head off deflation threat The latest comments from the Swiss National Bank (SNB) confirm that it will maintain its strong policy stimulus for the foreseeable future, helping to reduce the significant risk of a sustained period... 19th August 2009 · 1 min read
Latin America Economics Update Markets too quick to price in rate hikes Following the last round of interest rate decisions, policymakers throughout Latin America signalled a pause in the easing cycle. We would not rule out further rate cuts later this year as the pace of... 19th August 2009 · 1 min read
Global Markets Update Is gold heading for a traditional seasonal rally? Gold prices appear to follow a seasonal pattern, but the influence of the calendar is small compared to other drivers. We continue to expect a stronger US dollar to drag gold down to $850/oz by year... 19th August 2009 · 1 min read
Nordic & Swiss Economics Update SNB determined to head off deflation threat The latest comments from the Swiss National Bank (SNB) confirm that it will maintain its strong policy stimulus for the foreseeable future, helping to reduce the significant risk of a sustained period... 19th August 2009 · 1 min read
Latin America Economics Update Chile: pace of contraction eases but still mired in recession 18th August 2009 · 1 min read
Europe Economics Update Greece – don’t expect a robust recovery Greece has so far weathered the global economic downturn rather well. In fact, it is the only eurozone economy yet to have entered a technical recession. But next year, we still expect it to begin to... 18th August 2009 · 1 min read
Emerging Europe Economics Update Turkey: Ten cuts in a row, but fiscal policy still holds the key 18th August 2009 · 1 min read
Asia Chart Pack Recovery to bring rate hikes well ahead of the West (Aug 09) This chart book is our monthly review of key data in eight Asian economies. Mainland China, Hong Kong and Taiwan are covered separately in our China Chart Book, and Japan in our Japan Chart Book. 18th August 2009 · 1 min read
Europe Commercial Property Chart Pack Too soon to call an end to rising euro-zone yields (Aug 09) European investment transactions rose marginally in Q2, but remain very low. Although upward pressure on yields abated, we are not convinced that property is fairly valued yet. Occupier demand remains... 18th August 2009 · 1 min read
