Japan 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
Europe Commercial Property Update Do office and retail property share a common fair-value benchmark? One simple assumption that we have employed to date in our analysis of European commercial property markets is that, in any given market, the fair-value property/bond yield spread for office and... 11th June 2009 · 1 min read
Emerging Europe Economics Update Is Emerging Europe set for an Asia-style crisis? 11th June 2009 · 1 min read
Asia Economics Update BoK holds, but rate cuts still more likely than hikes The Bank of Korea (BoK) left its key interest rate unchanged today, noting that “proactive fiscal and monetary policy” measures have stabilised GDP. But despite signs of recovery, there are still... 11th June 2009 · 1 min read
Asia Economics Update What should we make of the surge in Chinese investment? China’s reported fixed investment soared in May. But if the economy is doing so well, why did imports post an even steeper decline? 11th June 2009 · 1 min read
UK Housing Market Focus Which type of property will experience the largest falls? The received wisdom is that, during the current correction, supply shortages will ensure that the price of detached family homes hold up far better than the price of flats, particularly in the... 11th June 2009 · 1 min read
Latin America Economics Update BCB surprises markets, but pace of cuts now likely to slow 11th June 2009 · 1 min read
China Economics Update What should we make of the surge in Chinese investment? China’s reported fixed investment soared in May. But if the economy is doing so well, why did imports post an even steeper decline? 11th June 2009 · 1 min read
Europe Economics Update The Baltics remain a weight on Sweden's shoulders Today’s announcement that the Swedish Riksbank is to borrow €3bn from the ECB confirms that, while the green shoots of recovery may be starting to emerge in parts of the global economy, the Baltic... 10th June 2009 · 1 min read
Latin America Economics Update Outlook still gloomy despite signs of light 10th June 2009 · 1 min read
Europe Data Response Italian GDP (Q1), French & Italian Industrial Production (Apr.) 10th June 2009 · 1 min read
