Japan 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
UK Economics Update House price falls to exceed 35% The Nationwide and Halifax indices show that house prices are now almost 20% below their peak, meaning that there is still some way to go before our forecast of a 35% peak-to-trough fall is delivered... 6th February 2009 · 1 min read
UK Housing Market Update House price falls to exceed 35% The Nationwide and Halifax indices show that house prices are now almost 20% below their peak, meaning that there is still some way to go before our forecast of a 35% peak-to-trough fall is delivered... 6th February 2009 · 1 min read
UK Economics Update House price falls to exceed 35% The Nationwide and Halifax indices show that house prices are now almost 20% below their peak, meaning that there is still some way to go before our forecast of a 35% peak-to-trough fall is delivered... 6th February 2009 · 1 min read
Europe Economics Update ECB pauses, but rates still heading towards zero Although the ECB left interest rates on hold at 2% as expected this month, it hinted clearly that rates would fall by a further 50bp next month. What’s more, President Trichet’s dovish tone supported... 5th February 2009 · 1 min read
UK Commercial Property Data Response Bank lending to commercial property (2008Q4) 5th February 2009 · 1 min read
UK Economics Update Still heading for zero Today’s cut in interest rates to just 1% confirmed that, for now at least, the Monetary Policy Committee remains focused on getting the cost of money as low as possible. We still expect rates to drop... 5th February 2009 · 1 min read
UK Economics Update Still heading for zero Today’s cut in interest rates to just 1% confirmed that, for now at least, the Monetary Policy Committee remains focused on getting the cost of money as low as possible. We still expect rates to drop... 5th February 2009 · 1 min read
Emerging Europe Economics Update Czech rates cut despite koruna sell-off 5th February 2009 · 1 min read
