Asia 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
UK Economic Outlook Labour market to restrain recovery in real household income (Q2 09) We continue to expect real consumer spending to fall by about 3.5% this year and still doubt that it will rise again until 2012 at the earliest. 27th April 2009 · 1 min read
UK Commercial Property Chart Pack Forecasts for rental values in 2009 starting to look too optimistic (May 09) 27th April 2009 · 1 min read
Latin America Economics Update IMF approves Mexico’s FCL – who’s next in line? 24th April 2009 · 1 min read
Global Markets Update How much should we read into China’s gold "purchases"? The revelation of a jump in China’s official gold holdings is supporting gold prices and reviving fears that reserve diversification will undermine other dollar assets, notably US Treasuries. But the... 24th April 2009 · 1 min read
Europe Economics Update Mounting job losses increase the pain in Spain The Spanish unemployment rate rose at breakneck speed in Q1, suggesting that household spending is set to continue to plunge this year. Accordingly, we still think that the consensus forecast of a 2.9... 24th April 2009 · 1 min read
