Emerging Europe Chart Pack Rally running out of steam (Jun 09) The strong rebound that had swept through financial markets in Emerging Europe since March has seemingly run out of steam. Equity markets across the region have lost ground since the start of June... 30th June 2009 · 1 min read
UK Housing Market Update Lowering mortgage deposit requirements will not be enough Given the focus of much analysis of the housing market, a casual observer could be forgiven for thinking that the withdrawal of high loan to value mortgage products was the root cause of the slump in... 29th June 2009 · 1 min read
Europe Economics Update German labour market shakeout is just beginning The German labour market held up relatively well at the start of the economic downturn, at least partly reflecting Government incentives for firms to retain workers for shorter hours. But the severity... 29th June 2009 · 1 min read
Europe Data Response Rising sentiment points to smaller euro-zone GDP drop in Q2 29th June 2009 · 1 min read
Asia Economics Update Japan’s inventory correction not over yet The 5.9% m/m increase in industrial production in May, which followed an identical rise in April, supports our long-held view that Japan will be among the first of the major economies to return to... 29th June 2009 · 1 min read
Japan Economics Update Japan’s inventory correction not over yet The 5.9% m/m increase in industrial production in May, which followed an identical rise in April, supports our long-held view that Japan will be among the first of the major economies to return to... 29th June 2009 · 1 min read
Global Economics Update Central banks not losing faith in the dollar The People’s Bank of China is again calling for an alternative to the dollar as the world’s major reserve currency. Words are cheap. There is strong evidence that central bank purchases of dollars... 26th June 2009 · 1 min read
