Global Economics Update G20 short on specifics but long on good intentions 16th November 2008 · 1 min read
Emerging Europe Economics Update Hungarian economy already contracting 14th November 2008 · 1 min read
UK Housing Market Update What do new trackers tells us about the mortgage rate outlook? Although most of the biggest lenders have passed on last week’s 1.5% base rate cut to their standard variable mortgage rates many smaller lenders have not. And the early signs are that the interest... 14th November 2008 · 1 min read
UK Economics Focus Pre-Budget Report 2008 – Preview Alistair Darling may be the man at the despatch box, but the main architect of this Pre-Budget Report will be John Maynard Keynes. With the Government having firmly signalled its intention to support... 13th November 2008 · 1 min read
UK Markets Chart Pack MPC takes a bold step (Nov 08) The historic 150 basis point cut in interest rates in November shows that the MPC is facing up to the seriousness of the situation. And it is encouraging that three month LIBOR has fallen sharply in... 13th November 2008 · 1 min read
Emerging Europe Economics Focus Will recession in Eastern Europe bring down banks in the West Swedish and Austrian banks look most exposed to the impending recession in parts of Emerging Europe. But lending to the region still accounts for a relatively small share of total bank assets in both... 13th November 2008 · 1 min read
Global Markets Update How low could oil prices go? Oil prices have fallen to within a whisker of our target of $50 per barrel (for Brent), which we had expected to see in the first quarter of next year. For now we are leaving our forecast for average... 13th November 2008 · 1 min read
Global Inflation Watch The return of deflation (Q3 2008) The world economy is heading for the worst recession since the 1930s and commodity prices still have further to fall. As a result, headline inflation is set to plummet and may well turn negative in... 12th November 2008 · 1 min read
