Asia Chart Pack Japan - Down but not out (Feb 09) The speed and extent of the collapse in Japanese exports should at least mean that the immediate adjustment to weaker global demand has now largely run its course. The fall-out in terms of the damage... 10th February 2009 · 1 min read
UK Economics Update Real economy won't escape the bank lending slowdown It has been suggested that UK banks can deleverage by scaling back their lending to financial institutions, leaving lending to UK households and firms largely unaffected. However, that does not mean... 9th February 2009 · 1 min read
Europe Economics Update Lower borrowing rates won't kick-start the economy The recent falls in borrowing rates for euro-zone households and firms suggest that last year’s interest rate reductions by the ECB are already filtering through to the wider economy. While this is... 9th February 2009 · 1 min read
Asia Economics Update Japan positioning for a V-shaped recovery We expect next Monday’s preliminary data to show that the Japanese economy contracted by around 3.5% q/q in the fourth quarter of last year (an annualised rate of 15%). However, Japan may well then... 9th February 2009 · 1 min read
Asia Chart Pack China - 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... 9th February 2009 · 1 min read
UK Commercial Property Data Response RICS Commercial Property Market Survey, 2008Q4 9th February 2009 · 1 min read
US Economics Weekly "Buy American" stimulus provisions are relatively mild 9th February 2009 · 1 min read
