China Economics Update China’s growth still falling short Our in-house measure of growth in the Chinese economy points to a stronger recovery in May but we still doubt that the economy will meets the government’s target for an 8% expansion this year. 22nd June 2009 · 1 min read
Japan Economics Update Bank of Japan’s Tankan to surprise on the upside Japan’s Business Outlook Survey (BOS), released this morning, has allowed us to firm up our forecast for the Q2 Tankan survey, released on 1st July. We now forecast that the headline index (current... 22nd June 2009 · 1 min read
Latin America Economics Update Mexico: rates approaching bottom but set to stay low 19th June 2009 · 1 min read
Latin America Economics Update Official GDP data understate Argentina's vulnerabilities 19th June 2009 · 1 min read
UK Economics Chart Pack High street's resilience starting to fade? (Jun 09) Consumer spending looks unlikely to keep falling at such a sharp rate as the 1.2% drop seen in Q1. After all, it now looks like the overall economy could be out of recession as soon as Q3, or even the... 19th June 2009 · 1 min read
Europe Economics Update Swiss National Bank still pulling out all the stops The SNB’s pledge to go on purchasing large quantities of corporate bonds while providing generous liquidity to the banking sector and intervening ‘decisively’ in currency markets has left it among the... 18th June 2009 · 1 min read
UK Economics Update Monetary Indicators Monitor (Jun.). The latest monetary indicators confirm that the Bank of England’s asset purchases under its quantitative easing (QE) programme are providing some boost to the money holdings of the non-bank sector... 18th June 2009 · 1 min read
UK Commercial Property Update Asset protection scheme unlikely materially to boost foreclosures It has recently been put to us by a few clients that, counter to the Government’s best intentions, the Asset Protection Scheme (APS) will actually encourage lenders to foreclose on existing commercial... 18th June 2009 · 1 min read
