Europe Commercial Property Focus Euro-zone economic and property risk In the current uncertain environment, any upturn in commercial property investment flows is likely to centre on Europe’s largest, most transparent markets. Yet investors will also be looking for... 16th July 2009 · 1 min read
Emerging Europe Economics Update CBRT cuts as expected, but fiscal measures remain key 16th July 2009 · 1 min read
UK Housing Market Outlook House price declines will slow, but the correction will drag on for longer (Q3 2009) House price falls are slowing and the economic outlook no longer looks as gloomy as it did at the turn of the year. Yet, while the housing market correction may proceed more slowly than we envisaged... 16th July 2009 · 1 min read
Latin America Economics Update Can Latin America escape the middle income trap? 16th July 2009 · 1 min read
UK Economic Outlook Retail to suffer renewed period of weakness (Q3 09) With the economy emerging tentatively from recession, the near-term outlook for consumer spending has improved since the previous Analyst. As a result, we have nudged up our forecasts for overall... 16th July 2009 · 1 min read
Asia Economics Update China on course for strong growth and asset bubbles in H2 China’s economic recovery is real but the turnaround has probably not been as sharp as the official data would have us believe. Looking ahead, the rapid growth of lending in the first half of the year... 16th July 2009 · 1 min read
Asia Chart Pack GDP rebound to fade (Jul 09) The rest of Asia is likely to follow Singapore in showing Q2 GDP significantly improved on Q1. Economic recovery is likely to be sustained in all countries into 2010 but our forecast of only a slow... 16th July 2009 · 1 min read
China Economics Update China on course for strong growth and asset bubbles in H2 China’s economic recovery is real but the turnaround has probably not been as sharp as the official data would have us believe. Looking ahead, the rapid growth of lending in the first half of the year... 16th July 2009 · 1 min read
UK Markets Chart Pack Markets shrug off delay to expansion of QE (Jul 09) The gilt market reacted with some concern to the MPC’s decision this month not to announce an immediate increase in the funds it plans to allocate to quantitative easing. However, we think that... 15th July 2009 · 1 min read
UK Economics Update Which sectors will falling household income hit hardest? The consumer downturn has so far been driven primarily by tighter credit conditions, falling house prices and low consumer confidence. But weak household income growth will play an increasing role, as... 15th July 2009 · 1 min read
UK Economics Update Which sectors will falling household income hit hardest? The consumer downturn has so far been driven primarily by tighter credit conditions, falling house prices and low consumer confidence. But weak household income growth will play an increasing role, as... 15th July 2009 · 1 min read
Global Markets Outlook The end of the beginning (Q3 2009) Investors already appear to have lost their appetite for risk. That may not last if incoming data over the summer show that the global recession is continuing to abate. Nonetheless, the weakness of... 15th July 2009 · 1 min read
Asia Economics Update Hot capital returns to China, raising inflation risks further The revival of confidence in China’s prospects appears to be drawing large amounts of speculative capital back into the economy, swelling the money supply and further raising inflation risks. Much of... 15th July 2009 · 1 min read
Asia Economics Update Bank of Thailand to stay on hold throughout 2010 The Bank of Thailand (BoT) today left its overnight rate on hold at 1.25%. Its statement was neutral, but Thai markets are still pricing in policy rate hikes over the next year. We expect rates to... 15th July 2009 · 1 min read
