UK Housing Market Data Response RICS Housing Survey (Mar) & CLG house prices (Feb) 15th April 2009 · 1 min read
Asia Economics Update Thai instability dragging further on growth Seasoned investors are by now used to unrest in Thailand and markets should take the latest flare up in their stride. But political instability will hold back the economy’s recovery, with the result... 15th April 2009 · 1 min read
Global Economic Outlook Green shoots or false dawn? (Q2 09) The arrival of spring has seen a blossoming of confidence in global financial markets, but this optimism seems premature. 14th April 2009 · 1 min read
UK Housing Market Update Affordability has improved, but the correction is far from over This morning’s Daily Telegraph reported that, according to Lombard Street Research, housing affordability is now better than its long-term average. That much is uncontroversial. However, we disagree... 14th April 2009 · 1 min read
Europe Economics Weekly Lower loan rates might provide some respite... eventually 13th April 2009 · 1 min read
Asia Economics Weekly No longer sinking, but China is still in the doldrums 13th April 2009 · 1 min read
UK Economics Update MPC stays tight-lipped on QE With Mervyn King signalling already that interest rates were unlikely to fall again, this MPC meeting was all about the unconventional policy measures - so-called “quantitative easing” or QE -... 9th April 2009 · 1 min read
Global Markets Outlook Markets could soon lose their appetite for risk again Risk appetite has begun to return, but the economic and financial backdrop remains unusually uncertain. A renewed deterioration in the economic data, disappointing corporate earnings or fresh shocks... 9th April 2009 · 1 min read