UK Economics Update Spending can recover before unemployment peaks Past experience supports the view that sharp increases in unemployment will not necessarily prevent a recovery in consumer spending and overall activity, despite their adverse impact on household... 10th March 2009 · 1 min read
UK Markets Outlook Markets grasp the grim reality Financial markets appear finally to have grasped the severity of the economic outlook over the last few months. The steep falls in equity prices, bond yields and the sterling exchange rate have left... 9th March 2009 · 1 min read
Asia Economics Update Is Japan still a surplus country? We expect Japan to record a deficit this year both on trade in goods and services and on the overall current account balance. This sharp turnaround (from large surpluses in 2007) reflects the double... 9th March 2009 · 1 min read
US Economics Weekly Payrolls to continue falling throughout 2009 and into 2010 9th March 2009 · 1 min read
Japan Economics Update Is Japan still a surplus country? We expect Japan to record a deficit this year both on trade in goods and services and on the overall current account balance. This sharp turnaround (from large surpluses in 2007) reflects the double... 9th March 2009 · 1 min read
Emerging Europe Economics Focus What can be done to stop the rot? We think a pan-regional IMF or EU-led bailout fund offers the best way out of the bout of indiscriminate selling that has gripped markets in the Emerging Europe in recent weeks. But for now, at least... 6th March 2009 · 1 min read
