UK Economics Focus Can investment drive the recovery? With a fiscal consolidation looming, households facing pressure to raise their saving rates and the lower pound giving limited support to exports, it is hard to see what might turn the recent signs of... 13th August 2009 · 1 min read
UK Economics Update QE is working – but not well enough for a strong recovery Yesterday’s Bank of England Inflation Report highlighted a number of reasons why quantitative easing (QE) is having more success than might first appear. However, the big picture is that it is not... 13th August 2009 · 1 min read
Europe Commercial Property Update Car scrappage schemes – a temporary support for occupier demand? Government incentive schemes to boost new car demand have, to date, been very successful. The surge in new car registrations in Europe should support occupier demand for industrial and logistics space... 13th August 2009 · 1 min read
Latin America Economics Update Markets too quick to price in rate hikes 12th August 2009 · 1 min read
Europe Economics Update German export recovery will be gradual June’s surge in exports brought hope that the key German external sector is on the road to recovery. Unfortunately, there are good reasons to think that the pace of improvement will slow sharply in... 12th August 2009 · 1 min read
Emerging Europe Economics Update Baltics: Dire Q2 data, and the outlook remains grim 12th August 2009 · 1 min read
Asia Economics Update Poor monsoon will not derail India’s recovery Strong June industrial output adds to the evidence that India’s recovery will be sustained and probably rapid. The poor 2009 monsoon is a wildcard but, at worst, GDP growth this year should only be 0... 12th August 2009 · 1 min read
Europe Commercial Property Update Expectation of more job losses points to falling office rents Recession in the European economy is hitting the labour market hard. Recent survey data from the European Commission show that employment intentions in the service sector may be turning a corner, but... 12th August 2009 · 1 min read
