UK Economics Update How serious is the threat to AAA sovereign ratings? The chances that a country like the UK or even the US might lose its AAA rating in the coming years are rather greater than generally assumed. However, the consequences for the financial markets may... 22nd May 2009 · 1 min read
Europe Economics Update Don’t get too excited about the cycle’s twists and turns The financial crisis triggered a synchronised shock that temporarily interrupted most economic activities. However, at some point households and businesses will start making some of the decisions... 22nd May 2009 · 1 min read
UK Economics Chart Pack More than just an Easter boost (May 09) The likely sharp fall in overall consumer spending in Q1 probably marks the low-point during this downturn. After all, the consumer sector has shared in the tentative signs of improvement, or at least... 21st May 2009 · 1 min read
UK Commercial Property Update If prime yields have peaked, how much more might the average rise? Anecdotal evidence that commercial property yields have peaked is steadily accumulating. To be sure, it is only a very narrow and select portion of the market in which yields are reported to have... 21st May 2009 · 1 min read
UK Economics Update Monetary Indicators Monitor (May) The latest monetary indicators show that the boost to the monetary base from the Bank of England’s asset purchases is not yet feeding through into a ignificant pick-up in lending to the wider economy. 21st May 2009 · 1 min read
Europe Commercial Property Update Fundamentals for French retail property are still relatively strong According to Agents’ reports, prime retail rental values have yet to fall in France. While this is far from unique within the euro-zone, recent consumer confidence and retail sales data show the... 21st May 2009 · 1 min read
Europe Economics Update Deflation in Ireland - a warning sign for the euro-zone The latest Irish inflation figures revealed that core inflation tumbled deeper into negative territory in April, suggesting that the chance of a prolonged bout of negative inflation is growing. This... 21st May 2009 · 1 min read
