Japan Economics Update Tankan to show Japanese economy still relatively healthy We believe that the Bank of Japan’s quarterly “Tankan” survey for September, due next Wednesday, will show that business conditions have held up rather better than the consensus expects. Indeed, the... 24th September 2008 · 1 min read
Emerging Europe Economics Update Is inflation about to collapse in Central Europe? 23rd September 2008 · 1 min read
Europe Economics Focus The euro-zone slowdown – inflation squeeze or credit crunch? The downturn in the euro-zone economy largely reflects the temporary squeeze from high inflation rather than a fundamental adjustment triggered by the credit crunch as is the case in the US and UK... 23rd September 2008 · 1 min read
UK Economics Update Fiscal fears set to deepen Recent figures on the public finances, coupled with growing concerns over the public cost of measures to address the banking crisis, have led to major fears over the UK’s fiscal position. But our... 22nd September 2008 · 1 min read
UK Economics Focus Durable consumer goods to be hit the hardest During past consumer spending slowdowns, consumer durables, such as household goods and vehicles, have been hit the hardest. And they look likely to come off worst this time too. Spending on... 22nd September 2008 · 1 min read
UK Economics Focus Durable consumer goods to be hit the hardest During past consumer spending slowdowns, consumer durables, such as household goods and vehicles, have been hit the hardest. And they look likely to come off worst this time too. Spending on... 22nd September 2008 · 1 min read
Emerging Europe Economics Update Currency markets take centre stage (Sep 08) On the whole, inflation pressures are easing across the region. But the ability of policymakers to cut interest rates in response will be governed by developments in the currency markets. We see scope... 22nd September 2008 · 1 min read
Asia Economics Weekly How are Asian policymakers responding to the financial crisis? 22nd September 2008 · 1 min read