Europe Economics Update Icelandic bailout won’t prevent an economic slump Iceland appears to be on the verge of gaining financial assistance from the IMF, Japan and the Nordic region. While this may be the first step in bringing the economy back from the brink of meltdown... 21st October 2008 · 1 min read
US Fed Watch Fed to continue cutting rates as recession and deflation loom 21st October 2008 · 1 min read
Asia Chart Pack Japan - First to recover as global inflation shock fades (Oct 08) The Japanese economy may already be in technical recession, but we expect the downturn to be relatively short-lived and shallow. Sharp falls in inflation will boost real incomes, while Japan has... 21st October 2008 · 1 min read
UK Economics Update Manufacturing - as bad as the early 1990s The recent deterioration in activity both at home and overseas has cast a large cloud over the outlook for the manufacturing sector. We now think that manufacturing output will fall from peak to... 21st October 2008 · 1 min read
UK Housing Market Focus A rapid fall in house prices will minimise the pain If the recent rates of house price falls are sustained, it is plausible that the 35% peak-to-trough decline that we expect will have been delivered by autumn 2009. The sheer speed of adjustment is... 21st October 2008 · 1 min read
Asia Economics Update Korean bailout positive but won't prevent slowdown The announcement of a massive $130bn (13% of GDP) liquidity support package by the Korean authorities over the weekend should calm the markets and boost the currency in the short run, but it won’t... 20th October 2008 · 1 min read
Asia Economics Update India tries to boost investor confidence with big rate cut Today’s unexpected 100 basis point (bp) cut by the Reserve Bank of India (RBI) in the key repo lending rate, to 8.0%, is intended to boost investor and consumer confidence. But given that this is the... 20th October 2008 · 1 min read
Asia Economics Update Trying, and failing, to make sense of China's slowdown The sharp slowdown in Chinese GDP growth in the third quarter is hard to square with detail showing still healthy growth in spending across the economy. Nonetheless, officials will err on the side of... 20th October 2008 · 1 min read
US Economics Weekly Treasury will need to spend even more to prop up banks 20th October 2008 · 1 min read
