UK Economics Focus Why is UK retail spending so strong? One of the puzzles of this recession is why consumer spending on the high street is so much stronger than spending off it. The credit crunch driven nature of the slowdown appears to have played a key... 15th June 2009 · 1 min read
US Economics Focus Housing correction nearing the end, but it’s not over yet 15th June 2009 · 1 min read
Asia Economics Weekly Trade-reliant economies to continue underperforming 15th June 2009 · 1 min read
US Housing Market Focus Housing correction nearing the end, but it’s not over yet The housing market appears to have turned a corner. Activity has levelled off and housing may now be significantly undervalued. Nonetheless, the large inventory overhang means that prices could still... 15th June 2009 · 1 min read
Europe Commercial Property Update Were rental value falls a sign of things to come in Russia? Developments in the commercial property market normally tend to follow developments in the real economy with a lag. But with hindsight, it seems that the devastating falls in rental values reported in... 12th June 2009 · 1 min read
UK Markets Chart Pack Risk appetite continues to grow (Jun 09) Growth in risk appetite is continuing to have a beneficial impact on credit markets. Corporate bond spreads have tightened further over the past month. The global default rate for speculative grade... 12th June 2009 · 1 min read
Asia Economics Update India's Reserve Bank easing looks over The unexpected strength of April industrial output adds to the evidence that India’s slowdown has passed its worst point. GDP growth should accelerate during the rest of 2009. Weak inflation pressures... 12th June 2009 · 1 min read
Asia Economics Update Japan's households less pessimistic, spending to remain weak The further recovery in Japanese consumer confidence in May is a necessary but unfortunately not sufficient condition for a sustained rebound in household spending. 12th June 2009 · 1 min read
