Japan Chart Pack Deeper recession now likely in 2009 (Dec 08) Japanese households and companies have avoided the financial excesses and over-indebtedness that point to a severe and prolonged recession in the West. Japanese banks are also in relatively good shape... 24th December 2008 · 1 min read
Emerging Europe Chart Pack 2009: A year-long hangover (Dec 08) It would be an understatement to suggest that 2008 has been a disastrous year for financial markets in the region. Currencies are down by as much as 40% against the dollar, equities have plunged and... 23rd December 2008 · 1 min read
Europe Data Response French Consumer Spending (Nov.) & Italian Retail Sales (Oct.) 23rd December 2008 · 1 min read
DM Markets Chart Pack Quantitative easing makes its mark (Dec 08) The adoption of quantitative easing (QE) by the US central bank in particular has had a clear impact on both foreign exchange and bond markets. By contrast, the effect on equity markets has been... 22nd December 2008 · 1 min read
Emerging Europe Economics Update Latvia: default averted but braced for double-digit drop in GDP 22nd December 2008 · 1 min read
UK Housing Market Focus What is the outlook for new-build prices? In contrast to the average homeowner, house-builders’ operational survival directly depends on their ability to sell their properties. Accordingly, house-builders will be more willing to drop property... 22nd December 2008 · 1 min read
Global Markets Focus What impact has speculation had on commodity prices? Commodity prices across all major classes have experienced three distinct phases: first, a period of prolonged broad price stability, followed by sharp rises in prices, and then sharp falls. Changes... 22nd December 2008 · 1 min read
US Economics Weekly Quantitative easing is the last line of defence against deflation 22nd December 2008 · 1 min read
Asia Economics Weekly China’s New Year fuel price reforms fall short of expectations 22nd December 2008 · 1 min read
Emerging Europe Economics Update Central Europe: Hit for six by the euro-zone 19th December 2008 · 1 min read
