Emerging Europe Economics Update Russian equities: making sense of the latest sell-off 17th September 2008 · 1 min read
Europe Data Response German ZEW Survey (Sep.) & Euro-zone CPI (Aug. Final) 16th September 2008 · 1 min read
US Economics Update Lehmans – trying (and failing) to find a silver lining 15th September 2008 · 1 min read
Global Markets Update Gold fails to shine as oil prices return to earth The continued decline in oil prices and today’s lacklustre response in gold prices to the crisis on Wall Street underlines our view that the bull market in both commodities is over. 15th September 2008 · 1 min read
Asia Economics Update China shifts stance with surprise rate cut Today’s unexpected rate cut in China is intended as a sign that the government is willing to act preemptively to guarantee continued strong economic growth. But there will also be suspicions that the... 15th September 2008 · 1 min read