Latin America Economics Update Interest rates heading for record lows Emerging markets as a whole are likely to outperform the developed world by a wide margin over the next couple of years but Emerging Europe is still facing a twin speed recovery. While some economies... 2nd April 2009 · 1 min read
Global Economics Update G20 delivers (in part) on trade finance The London Summit failed to break any new ground on a global fiscal stimulus or support for the financial sector, but it has at least promised generous increases in funding for the IMF and additional... 2nd April 2009 · 1 min read
Asia Economics Update Has China's recovery begun? China’s official PMI rose above 50 in March. This is good news, but China’s economy is set for a tepid recovery at best. 2nd April 2009 · 1 min read
Europe Economics Update ECB moving towards unconventional policies Although the ECB’s 25bp interest rate cut was smaller than expected, the decision appears to have reflected a desire to maintain the corridor between the official rate and deposit rates rather than a... 2nd April 2009 · 1 min read
BoE Watch No reason to alter the course of QE yet The programme of quantitative easing (QE) has certainly got off to a positive start, as evidenced by the sharp drop in bond yields. However, its wider impact on bank lending, economic activity and... 2nd April 2009 · 1 min read
Emerging Europe Economics Update IMF boost should calm fears of financial meltdown 2nd April 2009 · 1 min read
UK Housing Market Focus Is the rise in buyer interest enough to trigger a recovery? Given the severity of the decline in buyer interest over the past year or two, the recent reported increase is just a drop in the ocean. Buyer interest will need to rise significantly further before... 2nd April 2009 · 1 min read
UK Commercial Property Data Response Credit Conditions (Q1) & CIPS/Markit construction PMI (Mar.) 2nd April 2009 · 1 min read
UK Economics Chart Pack Policy moves into uncharted territory The initial impact of the Monetary Policy Committee’s first foray into quantitative easing has been fairly positive, with bond yields falling sharply. (See Chart.) But it is too early to tell whether... 2nd April 2009 · 1 min read
China Economics Update Has China’s recovery begun? China’s official PMI rose above 50 in March. This is good news, but China’s economy is set for a tepid recovery at best. 2nd April 2009 · 1 min read
