Global Markets Update Fiscal stimulus & bond yields - lessons from Japan 29th September 2008 · 1 min read
UK Economics Update B&B another blow to the fiscal position The nationalisation of Bradford & Bingley is another blow to the government’s already dire fiscal position. It also highlights just how vulnerable banks are to future mortgage losses, which are likely... 29th September 2008 · 1 min read
Europe Economics Update Fortis bailout adds to markets' worries Yesterday’s €11.2bn government bailout of Fortis Bank, the largest euro-zone bank rescue sinc the credit crunch began, is the starkest evidence yet that the region’s banking system is not immune to... 29th September 2008 · 1 min read
Global Markets Focus The market implications of the US bank bailout The US bank bailout is a necessary but far from sufficient condition for a decent economic recovery. We expect further falls in equity markets and government bond yields. But provided the dollar holds... 29th September 2008 · 1 min read
Emerging Europe Economic Outlook Clouds gather over the growth outlook (Q3 2008) The outlook for Emerging Europe has deteriorated in recent months. Weaker growth in the euro-zone will hit manufacturers, while consumers are facing twin headwinds of higher inflation and tighter... 29th September 2008 · 1 min read
Europe Economics Weekly Industrial slowdown unlikely to turn into slump 29th September 2008 · 1 min read
US Economics Weekly Deal or no deal, Paulson’s plan doomed to failure 29th September 2008 · 1 min read