Asia Economics Weekly Asian lessons suggest global currency reform will be a slow process 30th March 2009 · 1 min read
UK Economics Focus Just how deep is this fiscal mess? We have warned all along that the UK’s public finances were likely to suffer a much greater deterioration in the current downturn than the Chancellor and most other forecasters anticipated. But the... 27th March 2009 · 1 min read
UK Commercial Property Chart Pack Quantitative easing may help, but economic outlook still poor (Apr 09) 27th March 2009 · 1 min read
ECB Watch Any hints of asset purchases? With the euro-zone recession still gathering pace, we see the ECB cutting interest rates by another 50 basis points to 1.0% this month. Indeed, it should not be long before rates reach 0.5%. But the... 26th March 2009 · 1 min read
US Employment Report Preview Few, if any, signs that labour market is improving 26th March 2009 · 1 min read
Europe Commercial Property Update Political tensions point to higher property yields in emerging Europe The collapse of the Czech government on Tuesday night signals that the crisis in emerging Europe has entered a new phase in which political risks will come to the fore. The economic implications may... 26th March 2009 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Mar.) The latest euro-zone money supply figures further support the view that the ECB’s injections of short-term liquidity into the banking sector will not be sufficient on their own to encourage banks to... 26th March 2009 · 1 min read
UK Economics Chart Pack New year rebound fading fast (Mar 09) The outlook for consumer spending is not unambiguously gloomy – we think that the amount of income for discretionary (i.e. fun) spending has recently been growing at double digit annual rates. The key... 26th March 2009 · 1 min read
Emerging Europe Economics Update Political chaos keeps Czech rates on hold... for now 26th March 2009 · 1 min read
UK Commercial Property Data Response Institutional investment in property (2008Q4) 26th March 2009 · 1 min read
