UK Economics Update Financial Stability Report highlights constraints on bank lending The Bank of England’s latest Financial Stability Report (FSR) supports our view that bank lending growth will remain sluggish for a prolonged period, thus constraining the likely recovery in the... 26th June 2009 · 1 min read
UK Housing Market Update Bank of England Financial Stability Report, June 2009 Property markets were not a key feature of the Bank of England’s latest Financial Stability Report (FSR). However, the focus of the report, on tighter regulation in future, adds to the case for... 26th June 2009 · 1 min read
UK Commercial Property Update Bank of England Financial Stability Report, June 2009 Property markets were not a key feature of the Bank of England’s latest Financial Stability Report (FSR). However, the focus of the report, on tighter regulation in future, adds to the case for... 26th June 2009 · 1 min read
Latin America Economics Update Colombia: Robust GDP data suggest end to easing cycle. 26th June 2009 · 1 min read
Latin America Economics Update Argentina: pace of peso depreciation set to accelerate 26th June 2009 · 1 min read
Europe Commercial Property Update Weaker currencies unlikely to halt Scandinavian property downturn Weaker currencies will have made commercial property in Sweden and Norway much cheaper for overseas investors to purchase. However, we doubt that this will prompt a surge in foreign capital inflows to... 25th June 2009 · 1 min read
Latin America Chart Pack Recovery set to disappoint While Latin America is no longer in freefall, any evidence of ‘green shoots’ remains largely confined to Brazil and Chile and appear to owe much to a pick-up in commodity prices that is unlikely to be... 25th June 2009 · 1 min read
UK Economics Update Unemployment unlikely to peak until 2011 The lags between economic activity and the labour market appear to have shortened during this recession. Nonetheless, unemployment looks unlikely to start falling again until at least 2011. 25th June 2009 · 1 min read
UK Economics Update Unemployment unlikely to peak until 2011 The lags between economic activity and the labour market appear to have shortened during this recession. Nonetheless, unemployment looks unlikely to start falling again until at least 2011. 25th June 2009 · 1 min read
ECB Watch Maintaining narrow focus on bank lending The ECB looks almost certain to leave interest rates on hold at 1.0% this month, where we expect them to remain until at least the end of 2010. There is little hope that any new unconventional policy... 25th June 2009 · 1 min read
