Europe Economics Update Euro-zone Monetary Indicators Monitor (Apr.) The latest euro-zone money data suggest that the ECB’s liquidity provisions are doing nothing to boost broad money growth in the region. This will increase the pressure on the ECB to announce bold... 29th April 2009 · 1 min read
Capital Daily Markets are right to downplay the risks of swine flu to Mexico 29th April 2009 · 1 min read
Europe Economics Focus Will Europe inevitably lag behind? Hopes that Europe might weather the global economic storm relatively well have been shattered as the region has followed the US into an extremely severe recession. Sadly, a reliance on exports will... 28th April 2009 · 1 min read
Global Economics Focus Emerging Markets - another disaster? Both Latin America and Emerging Europe will enter deep recessions this year and, in the absence of a strong global recovery, the pain is likely to extend well into 2010. But whereas Latin America has... 28th April 2009 · 1 min read
Emerging Europe Economics Focus Emerging Markets - another disaster? Both Latin America and Emerging Europe will enter deep recessions this year and, in the absence of a strong global recovery, the pain is likely to extend well into 2010. But whereas Latin America has... 28th April 2009 · 1 min read
Europe Economics Update ECB: Taylor rule points to much bigger stimulus needed The Financial Times recently reported that, according to internal analysis prepared for the Fed’s last policy meeting, the ‘ideal’ interest rate in the US should be minus 5%. The analysis was based on... 28th April 2009 · 1 min read
Europe Commercial Property Update Falls in Spanish rental values are not just a temporary phase Dublin aside, prime commercial property rental values have fallen further in Barcelona and Madrid than in any other major euro-zone city. That seems consistent with the dramatic rise in Spanish... 28th April 2009 · 1 min read
UK Economics Update How much should we worry about swine flu? The outbreak of swine flu in Mexico and its spread to other countries has inevitably raised questions about the broader economic and market implications. While not wanting to downplay the social costs... 27th April 2009 · 1 min read
Emerging Europe Economics Update How much should we worry about swine flu? 27th April 2009 · 1 min read
