Capital Daily For all the talk of recovery, rate hikes remain a distant prospect 4th June 2009 · 1 min read
Europe Economics Update Growing troubles in the Baltics add to Sweden's problems Concerns about the health of the Swedish banking system have increased further in response to a growing threat of an exchange rate devaluation in the Baltics. While the impact of such a devaluation on... 3rd June 2009 · 1 min read
Europe Chart Pack Inventory correction has further to run The breakdown of Q1’s euro-zone GDP figures brought little comfort. The record 2.5% quarterly drop was driven mainly by falls in investment and inventories, while a sharp drop in exports was largely... 3rd June 2009 · 1 min read
Asia Economics Update Indonesia: more easing ahead Bank Indonesia (BI) cut its key overnight lending rate by 25bps to 7% today, in line with our and consensus expectations. While many analysts believe that rates have bottomed out, we maintain our view... 3rd June 2009 · 1 min read
UK Housing Market Chart Pack Pause in house price falls likely to prove temporary (Jun 09) 3rd June 2009 · 1 min read
Asia Economics Update RBA holds, but Australian rates still look too high The Reserve Bank of Australia (RBA) left its policy rate unchanged today as expected. But its accompanying statement struck a more dovish note than many others had anticipated. This re-enforces our... 2nd June 2009 · 1 min read
Europe Economics Focus Will 'sticky' wages save the euro-zone from deflation? The perceived rigidity of euro-zone labour markets will certainly not prevent a brief period of negative inflation in the region. What’s more, with wage growth probably set to drop towards zero in the... 2nd June 2009 · 1 min read
Europe Commercial Property Update Why has Swiss commercial property been relatively resilient? To date, capital values in Switzerland have held up better than in most other European markets. This seems consistent with the fact that Swiss property did not become significantly overvalued during... 2nd June 2009 · 1 min read
Emerging Europe Economics Update Russian banks could require $60bn capital injection 2nd June 2009 · 1 min read
