Global Markets Update New bond forecasts – the rally has much further to go 3rd December 2008 · 1 min read
Europe Chart Pack Recession spreads to services Recent data suggest that the euro-zone economic downturn is gathering pace. Not only do the latest business surveys point to further steep falls in industrial output, but they also indicate that... 3rd December 2008 · 1 min read
Asia Chart Pack China - 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... 3rd December 2008 · 1 min read
Europe Data Response Euro-zone Retail Sales (Oct.) & Final Composite PMI (Nov.) 3rd December 2008 · 1 min read
UK Housing Market Chart Pack Substantial house price falls still to come in 2009 (Dec 08) 3rd December 2008 · 1 min read
Asia Economics Update Thailand slipping into recession, rates to fall to 1% Today’s decision by the Bank of Thailand to cut official rates by a larger-than-expected 100bp to 2.75% is likely to be the first of a series of moves by the central bank to counter the possibility of... 3rd December 2008 · 1 min read
Europe Economics Update Economic fundamentals to keep bond spreads elevated The recent surge in the spread between peripheral euro-zone government bond yields and the equivalent German yield is to a large part down to rising risk aversion in the financial markets. But the... 2nd December 2008 · 1 min read
Europe Data Response Euro-zone Producer Prices (Oct.) & Spain Unemp. (Nov.) 2nd December 2008 · 1 min read
UK Commercial Property Data Response Mergers/acquisitions (‘08Q3) & CIPS construction (Nov ’08) 2nd December 2008 · 1 min read
UK Economics Chart Pack Policymakers step up a gear The last month has seen UK policymakers take more aggressive action to stop the recession from turning into a depression. November’s 150bps cut in interest rates to 3% left them at a 57-year low. And... 2nd December 2008 · 1 min read
UK Economics Focus Life insurers better placed than the banks Now that the Government has stepped in to bail out the UK banks, attention has shifted to which other areas of the financial sector might be in serious trouble. While the insurance sector certainly... 1st December 2008 · 1 min read
