Asia Economics Update Is China’s momentum slipping? Investors may have overestimated the speed of China’s recovery in the first half of 2009. But by focusing too narrowly on headline investment and loans data – such as those released for July today –... 11th August 2009 · 1 min read
Europe Economics Update Car purchase incentives to provide only a limited boost Government incentives to buy new cars probably prompted euro-zone consumer spending to rise at the strongest rate in two years in Q2. But this boost will be partly reversed as the schemes are phased... 11th August 2009 · 1 min read
Asia Economics Update Korean policy rates set to stay low The Bank of Korea left its policy rate unchanged today. Economic recovery and concerns over incipient asset bubbles in the housing and equity markets have led some to expect policy rates to rise later... 11th August 2009 · 1 min read
UK Housing Market Data Response RICS Housing Survey (July) & CLG house prices (June) 11th August 2009 · 1 min read
China Economics Update Is China’s momentum slipping? Investors may have overestimated the speed of China’s recovery in the first half of 2009. But by focusing too narrowly on headline investment and loans data – such as those released for July today –... 11th August 2009 · 1 min read
UK Markets Chart Pack Corporate bond spreads continue to tighten (Aug 09) The spread of A-rated, 7-10 year UK corporate bonds over gilts over an equivalent maturity has plummeted to around 4% from more than 10% in the dark days of spring. Admittedly, corporate bonds spreads... 10th August 2009 · 1 min read
UK Economics Update How fast does broad money need to grow? The Monetary Policy Committee (MPC) has recently put great store in the broad money figures as a measure of the effectiveness of its quantitative easing (QE) policy. Its preferred measure of money is... 10th August 2009 · 1 min read
