UK Housing Market Chart Pack Rise in buyer enquiries unlikely to herald a recovery (Jan 09) 6th January 2009 · 1 min read
Capital Daily Investors' renewed enthusiasm for equities is unlikely to last 6th January 2009 · 1 min read
BoE Watch Another step closer to zero Despite cutting interest rates by another 1% in December to 2%, the Monetary Policy Committee (MPC) has signalled that it has more work to do. Given the further deterioration in the economic outlook... 5th January 2009 · 1 min read
UK Economics Chart Pack Economy to contract by 2.5% this year The data over the last month have made it look much more likely that GDP will fall very sharply this year. The National Accounts revealed that GDP fell in Q3 by 0.6%, worse than the previous estimate... 5th January 2009 · 1 min read
UK Commercial Property Data Response CIPS/Markit construction PMI (December) 5th January 2009 · 1 min read
Asia Chart Pack Collapsing exports dragging Asia into the mire (Dec 08) The sudden collapse in exports in November confirms that Asia is heading for a dramatic slowdown in 2009. With global demand for Asian goods set to weaken further in the months ahead, we expect GDP... 24th December 2008 · 1 min read
UK Economic Outlook Living with deflation (Q1 2009) Deflation is back! For the first time in very nearly half a century, the UK is likely to experience negative consumer price inflation in 2009. 24th December 2008 · 1 min read
China Chart Pack Will the stimulus come too late? (Dec 08) A run of poor data and doubts about the effectiveness of the government’s stimulus plans have prompted us to cut our 2009 GDP growth forecast for China from 8% to 7%. Admittedly, the government’s... 24th December 2008 · 1 min read