UK Housing Market Chart Pack Activity rises, but floor for house prices is a long way off (May 09) 5th May 2009 · 1 min read
Europe Economics Update ECB's survey points to slower pace of credit tightening The Fed’s latest Senior Loan Officer Survey suggested that constraints on the supply of credit in the US have eased in the second quarter. (See our US Economics Update “Fed’s survey suggests credit... 5th May 2009 · 1 min read
Asia Economics Update RBA holds for now, but rates have yet to bottom out Signs of stabilisation in the global economy and in domestic confidence convinced the Australian central bank to hold its policy rate steady today. But we feel the RBA is underestimating the weakness... 5th May 2009 · 1 min read
UK Commercial Property Data Response RICS Commercial Survey (Q1) & CIPS/Markit PMI (Apr.) 5th May 2009 · 1 min read
Asia Economics Focus Whatever happened to Asian decoupling? It is not too late to rescue something from the decoupling story. The Asian economies – rather than the US or Europe – should recover quickest from the global recession. However, while Japan is likely... 5th May 2009 · 1 min read
Emerging Europe Economics Focus Will 'car scrapping' drive a recovery in Emerging Europe? ‘Car scrapping’ schemes recently introduced in Western Europe will not be sufficient to drive a recovery further east. While the boost to vehicle exports could be worth up to 1% of GDP in parts of... 5th May 2009 · 1 min read
Latin America Economics Update Rates in Colombia fall to 6% but future cuts pace likely to slow 1st May 2009 · 1 min read
Europe Commercial Property Chart Pack The euro-zone rental recession gathers pace (May 09) In some sectors, most notably the office market, commercial property yields stabilised in Q1, or at least rose more slowly. But we doubt the upward yield shift is over. In any event, the rental... 1st May 2009 · 1 min read
