Europe Economics Weekly Industrial slump raises the risk of a deeper downturn 15th December 2008 · 1 min read
Asia Economics Weekly Strains in trade financing adding to exporters’ woes 15th December 2008 · 1 min read
Japan Economics Update Japanese Tankan could have been a lot worse The Bank of Japan’s Tankan survey of business conditions was not quite as bad as we had feared, but we may just have been a quarter early. The one consolation is that Japan is not alone – other major... 15th December 2008 · 1 min read
Emerging Europe Economics Update Rates set to fall despite currency risks (Dec 08) A sharp deterioration in the growth outlook, coupled with further falls in oil and food prices, has caused policymakers in the region to grow more concerned about inflation undershooting, rather than... 12th December 2008 · 1 min read
Western European interest rates and bond yields set to tumble (Q1 2009) Much of Europe faces a year of contracting GDP, falling profits and rising unemployment in 2009 and, perhaps 2010. In the Euro-zone, we expect a widespread contraction in GDP, but, with the exception... 12th December 2008 · 1 min read
Global Markets Update What next for oil prices? Many of the most enthusiastic cheerleaders for the commodity bubble have recently slashed their oil price forecasts. We are still happy with our long-held view that crude will average $50 per barrel... 12th December 2008 · 1 min read
Europe Data Response Euro-zone Industrial Production (Oct.) & Labour Costs (Q3) 12th December 2008 · 1 min read
UK Commercial Property Update Weaker pound will not prompt a surge in overseas investment The depreciation of the pound has been one of the few positives for the UK commercial property market over the past year. After all, for overseas investors, the pound’s fall has made UK property far... 11th December 2008 · 1 min read
Europe Economics Update Is criticism of the German Government warranted? The German Government has come under attack from the press and other European leaders for its apparent reluctance to provide its ailing economy with a fiscal boost. In fact, it has done more than is... 11th December 2008 · 1 min read
Asia Economics Update Korean interest rates on course for 1%. The Bank of Korea’s decision to cut its key official rate by a full percentage point to 3.0% today has already taken it to a historic low. But with incoming data pointing to an outright recession next... 11th December 2008 · 1 min read
Europe Economics Update SNB already considering zero interest rates After today’s expected 50bp interest rate cut, the bottom end of the Swiss National Bank’s target range for three-month interest rates has already hit zero. For now, the Bank will target a rate of... 11th December 2008 · 1 min read
