Japan Economics Focus What’s really happening to Japanese wages? A closer look at different measures of wages growth in Japan shows that, contrary to most analysis, the economic recovery in recent years has not been a “wageless” phenomenon. Even continued modest... 23rd October 2008 · 1 min read
Global Markets Update Gold price to drop to $550 In the light of gold’s recent lacklustre performance we have lowered our price target from $700 to $550/oz. We expect this target to be reached in the first quarter of next year, if not sooner. 22nd October 2008 · 1 min read
Emerging Europe Chart Pack Feeling the pinch (Oct 08) Financial markets in the region have been rocked by the recent sharp downturn in global risk appetite. Equities have plunged by up to 50% in the past month, while spreads on CDS have ballooned... 22nd October 2008 · 1 min read
UK Commercial Property Focus Our economic forecast revisions: implications for property On the basis of the downgrades to our views on the macroeconomic outlook, peak to trough falls in all-property capital values of about 40% now seem likely. That would be a bigger drop than the... 22nd October 2008 · 1 min read
Emerging Europe Economics Update Emergency rate hike in Hungary, others could follow suit 22nd October 2008 · 1 min read
UK Economics Update New forecasts for currencies and commodities The recent acceleration in the dollar’s appreciation against other major currencies (with the notable exception of the yen) reflects a combination of factors, none of which is likely to reverse any... 22nd October 2008 · 1 min read
Europe Economics Update New forecasts for currencies and commodities The recent acceleration in the dollar’s appreciation against other major currencies (with the notable exception of the yen) reflects a combination of factors, none of which is likely to reverse any... 22nd October 2008 · 1 min read
Asia Economics Update New forecasts for currencies and commodities The recent acceleration in the dollar’s appreciation against other major currencies (with the notable exception of the yen) reflects a combination of factors, none of which is likely to reverse any... 22nd October 2008 · 1 min read
Global Markets Update New forecasts for currencies and commodities The recent acceleration in the dollar’s appreciation against other major currencies (with the notable exception of the yen) reflects a combination of factors, none of which is likely to reverse any... 22nd October 2008 · 1 min read
Asia Economics Update Botching the slowdown in China In focusing too narrowly on supporting the economy over the short term, China risks undermining its successes in making growth more sustainable over the long term. 22nd October 2008 · 1 min read
China Economics Update Botching the slowdown in China In focusing too narrowly on supporting the economy over the short term, China risks undermining its successes in making growth more sustainable over the long term. 22nd October 2008 · 1 min read
