Japan Economics Update Japan’s Tankan to signal early recovery? The Bank of Japan’s “Tankan” survey, released next Wednesday (1st April), will doubtless show that business conditions worsened further in the first quarter, but probably not by as much as the markets... 23rd March 2009 · 1 min read
Latin America Economics Update Mexico rates to fall to 5.5% despite peso concerns 20th March 2009 · 1 min read
Emerging Europe Economics Update Turkish rates cut again, all eyes on the IMF 20th March 2009 · 1 min read
UK Housing Market Data Response RICS Residential Lettings Survey (January 2009) 19th March 2009 · 1 min read
Global Markets Update Is quantitative easing so bad for the dollar? The markets’ initial reaction to the Fed’s decision to step up its policy of quantitative easing, including a new plan to buy Treasury securities, has been to sell the dollar. We do not expect this... 19th March 2009 · 1 min read
Europe Economics Focus Will the ECB ever catch up? The Federal Reserve’s decision to embark on an even bolder program of quantitative easing has left the ECB apparently lagging still further behind other central banks in tackling the economic crisis... 19th March 2009 · 1 min read
Europe Economics Update Italian industrial downturn has much further to run At first sight, the latest industrial production figures from Italy suggest that the sector may be weathering the global economic downturn rather better than some of the other major euro-zone... 18th March 2009 · 1 min read
UK Housing Market Update No news on mortgage lending restrictions...yet. Today’s Turner Review confirmed that the FSA is actively considering imposing limits on mortgage loan to value or loan to income ratios. Whether or not that is in the economy’s long term interest... 18th March 2009 · 1 min read
UK Commercial Property Data Response Financial & business services employment (2008Q4) 18th March 2009 · 1 min read
