Emerging Europe Chart Pack ‘Green shoots’ still thin on the ground (Apr 09) There have been welcome signs that the pace of decline in the region’s economy has started to ease in recent weeks. But we think a recovery remains some way off. First, while consumer and business... 30th April 2009 · 1 min read
Japan Economics Update Japan on track for early recovery The rise in industrial production in March and projections of further increases in April and May support our view that the Japanese economy could start to grow again as soon as the current quarter... 30th April 2009 · 1 min read
Latin America Chart Pack Industrial production and exports continue to fall Latin America continues to slide into recession. Although the pace of decline of most economies in the region has eased, talk of recovery is premature. Indeed, exports and industrial production remain... 29th April 2009 · 1 min read
Europe Economic Outlook Export slump limits recovery prospects (Q2 09) The severe impact on Europe’s exporters of the outright collapse in global demand and tradeflows will cause most economies in the region to contract very sharply in 2009. Indeed, most will now see... 29th April 2009 · 1 min read
DM Markets Chart Pack Bear market bounce could be over soon (Apr 09) The outbreak of swine flu has had little impact on financial markets, even in Mexico. While not wanting to downplay the social costs or uncertainty about how the disease might evolve, we think markets... 29th April 2009 · 1 min read
Europe Economics Update Spanish slump gathers pace in Q1 Initial estimates suggest that the Spanish economy may not have contracted quite as rapidly as some of the other major euro-zone economies in Q1. However, the housing market slump and the rapidly... 29th April 2009 · 1 min read
Emerging Europe Economics Update Polish rates on hold for now, but further cuts likely 29th April 2009 · 1 min read
