UK Economics Focus Falling inflation won't prevent consumer slump. Falling inflation will provide a significant boost to households’ spending power over the coming quarters. However, we doubt that real household income growth will rebound strongly enough to prevent... 18th November 2008 · 1 min read
UK Economics Focus Falling inflation won't prevent consumer slump. Falling inflation will provide a significant boost to households’ spending power over the coming quarters. However, we doubt that real household income growth will rebound strongly enough to prevent... 18th November 2008 · 1 min read
UK Housing Market Data Response RICS Residential Lettings Survey (October 2008) 18th November 2008 · 1 min read
Europe Economics Update External sector leading Italy into a deep recession Recent data on the Italian external sector has painted a worrying picture of the outlook for exporters. With the domestic economy in no position to pick up the slack, we think that the consensus view... 18th November 2008 · 1 min read
Emerging Europe Economics Update Falling currencies to prevent dramatic rate cuts (Nov 08) As the global slump intensifies, lingering inflation concerns have given way to fears of an imminent recession in Emerging Europe. But large external deficits have caused currencies in the region to... 18th November 2008 · 1 min read
UK Economics Update Fiscal boost and lower pound won't do the MPC's job The prospect of a fiscal boost in the forthcoming Pre-Budget Report and the recent sharp fall in the sterling exchange rate are both positive developments for the UK economy. But they will not prevent... 17th November 2008 · 1 min read
UK Economics Update Widening pension deficits another constraint on investment An important consequence of the recent sharp falls in asset prices is an increase in the size of firms’ pension fund deficits. With profits set to fall sharply and the credit crunch reducing firms’... 17th November 2008 · 1 min read
Asia Economics Weekly Japan’s recession to be relatively shallow and short-lived 17th November 2008 · 1 min read
