Asia Economics Update Indian central bank still has a lot more work to do The Reserve Bank of India’s (RBI) decision to cut the key benchmark rate by 50bp today signals its determination to shore up a flagging economy. But with the key rate still relatively high at 5.0% and... 4th March 2009 · 1 min read
Emerging Europe Economics Focus Time to tear up the growth model? While we expect Emerging Europe to suffer a much more severe recession than most other analysts, talk that its growth model is fundamentally broken seems premature. We think that the region could... 4th March 2009 · 1 min read
Global Markets Focus What does QE mean for government bonds? Quantitative easing (QE) has provided little support for government bonds so far, but regardless of exactly how this policy is implemented we still think that the wider economic and financial... 4th March 2009 · 1 min read
UK Economics Update Should the MPC have targets for QE? The uncertainties surrounding the likely quantity and effectiveness of Quantitative Easing (QE) in the UK have led to some suggestions that the Monetary Policy Committee should be set (or set itself)... 4th March 2009 · 1 min read
Asia Economics Update Seven key issues at China's National People's Congress 4th March 2009 · 1 min read
UK Housing Market Chart Pack Mortgage lending unlikely to recover significantly this year (Mar 09) 4th March 2009 · 1 min read
China Economics Update Seven key issues at China’s National People’s Congress China’s annual National People’s Congress (NPC) opens tomorrow with an address from Premier Wen Jiabao and the presentation of the government budget. Here are seven key issues to watch. 4th March 2009 · 1 min read
UK Economics Update Just how much QE is enough? With the launch of quantitative easing (QE) apparently imminent, speculation is growing over just how much needs to be done to have a material impact on the economy. While the answer is very uncertain... 3rd March 2009 · 1 min read
UK Economics Chart Pack Economy still deep in recession The news over the last month has done nothing to change expectations of a sharp contraction in the economy this year. Admittedly, the breakdown of GDP in Q4 showed that destocking playing a large part... 3rd March 2009 · 1 min read
Non-Euro Europe Commercial Property Chart Pack The occupier downturn is only in its early stages (Mar 09) Most non-euro European commercial property markets have already seen a sizeable upward move in yields. However, as yet, there is more limited evidence of a marked downturn in occupier markets. But, as... 3rd March 2009 · 1 min read
Europe Chart Pack Business surveys still paint a gloomy picture The euro-zone business and consumer surveys have recently begun to weaken at a less rapid pace, suggesting that the downturn may be beginning to bottoming out. Nonetheless, it is still too early to... 3rd March 2009 · 1 min read
Global Economics Update Bank of Canada cuts rates & hints at shift to QE With its key interest rate now perilously close to zero it was no surprise that the Bank of Canada (BoC) announced today that next month it will unveil a framework for the possible implementation of... 3rd March 2009 · 1 min read
Asia Economics Update Reserve Bank of Australia still has work to do Today’s unexpected decision to keep rates on hold reflects the resilience of the Australian economy in the last few months. But with business confidence collapsing and a big correction still to come... 3rd March 2009 · 1 min read
Emerging Europe Economics Update Soaring fiscal deficits to scupper bond market recovery 3rd March 2009 · 1 min read
