Europe Economics Update Economic downturn hits the Spanish public finances The latest news on the Spanish public finances shows that the hard economic landing is certainly taking its toll on the Government’s coffers. What’s more, it looks increasingly likely that a... 24th February 2009 · 1 min read
China Chart Pack Too soon to expect a rebound in China (Feb 09) A surge in bank lending in China has raised confidence that the government’s efforts to stimulate the economy are already bearing fruit. Shares prices in Shanghai have risen 22% since the start of the... 24th February 2009 · 1 min read
UK Economics Focus Consumer spending rebound unlikely to last The strength of high street spending over the past month or two begs the question of whether we have underestimated the resilience of UK consumers. However, we continue to think that the consumer... 23rd February 2009 · 1 min read
UK Economics Update Northern Rock won’t transform the mortgage market overnight Although welcome, the resumption of lending by Northern Rock will not transform the mortgage market outlook overnight. However, it is also a sign that the Government is increasingly willing to... 23rd February 2009 · 1 min read
UK Economics Update Northern Rock won’t transform the mortgage market overnight Although welcome, the resumption of lending by Northern Rock will not transform the mortgage market outlook overnight. However, it is also a sign that the Government is increasingly willing to... 23rd February 2009 · 1 min read
UK Housing Market Update Northern Rock won’t transform the mortgage market overnight Although welcome, the resumption of lending by Northern Rock will not transform the mortgage market outlook overnight. However, it is also a sign that the Government is increasingly willing to... 23rd February 2009 · 1 min read
UK Economics Focus Consumer spending rebound unlikely to last The strength of high street spending over the past month or two begs the question of whether we have underestimated the resilience of UK consumers. However, we continue to think that the consumer... 23rd February 2009 · 1 min read
Emerging Europe Economics Update Can coordinated statements rescue the region's currencies? 23rd February 2009 · 1 min read
Emerging Europe Economics Update Hungary: pause in rate cuts but still heading for record lows 23rd February 2009 · 1 min read
Asia Economics Update Dismal Thai GDP data suggest large rate cut imminent Today’s Q4 GDP numbers underscore the speed at which the Thai economy is deteriorating. With external demand set to contract even more over coming months and domestic demand weakening as well, worse... 23rd February 2009 · 1 min read
