Asia Economics Update Indonesia: Election result looks good for growth President Susilo Bambang Yudhoyono (SBY) almost certainly has done enough to avoid a September run-off in Indonesia’s presidential elections. The result is good for Indonesia’s economy and markets... 9th July 2009 · 1 min read
UK Housing Market Chart Pack Reports of rising house prices are the exception, not the rule (Jul 09) 9th July 2009 · 1 min read
Emerging Europe Economics Update Could Hungary emerge with the soundest public finances? 8th July 2009 · 1 min read
UK Commercial Property Update Fewer consumer-related jobs points to further retail rental value falls Retail sales have outperformed non-retail sales during the recession to date. Were that outperformance to continue it could be argued that the prospects for retail rental values are brighter than... 8th July 2009 · 1 min read
UK Housing Market Update House price to earnings – what is behind the alternative measures? We have been asked by several clients about the difference between our measure of the house price to earnings ratio and that reported by the Halifax. The Halifax measure suggests that house prices... 8th July 2009 · 1 min read
Asia Economics Update How worrying is the fall in Japanese machinery orders? Today’s headlines from Japan have focused on the continued weakness of machinery orders in May. But we would pay more attention to the continued recovery in the more timely surveys of business... 8th July 2009 · 1 min read
Capital Daily Watch wages, not central bank money, to gauge inflation risks 8th July 2009 · 1 min read
Japan Economics Update How worrying is the fall in Japanese machinery orders? Today’s headlines from Japan have focused on the continued weakness of machinery orders in May. But we would pay more attention to the continued recovery in the more timely surveys of business... 8th July 2009 · 1 min read
Asia Economics Update Is political stability assured in China? The ongoing ethnic violence in China’s Xinjiang province has far more in common with last year’s unrest in Tibet than the Tiananmen Square demonstrations two decades ago. Investors will shrug it off... 7th July 2009 · 1 min read
Latin America Economics Update Fiscal concerns to weigh on Mexican markets 7th July 2009 · 1 min read
Asia Economics Update Australian policy rates set to remain low The Reserve Bank of Australia (RBA) left its policy rate unchanged today while retaining a slight easing bias. Recent domestic data have been better than expected, but we forecast renewed... 7th July 2009 · 1 min read
