UK Commercial Property Data Response IPF Consensus Forecasts – September 2008 5th September 2008 · 1 min read
Emerging Europe Economics Focus Growth clouds start to gather Emerging Europe looks set to expand at its slowest pace since the 2001-02 Turkish financial crisis next year, as the downturn in the euro-zone gathers pace and the external financing environment... 5th September 2008 · 1 min read
DM Markets Chart Pack Rate expectations haven't fallen far enough (Sep 08) Signs of impending recession and a rapid fall in commodity prices have caused investors to substantially revise their interest rate expectations downwards, especially for the UK and euro-zone. But... 4th September 2008 · 1 min read
Europe Economics Update ECB still fretting over inflation outlook The European Central Bank’s hawkish tone at today’s press conference confirmed that interest rate cuts are not yet on the agenda. But we still expect slowing activity and falling energy inflation to... 4th September 2008 · 1 min read
Europe Economics Update Riksbank signals that interest rates have peaked The decision by the Riksbank to raise interest rates from 4.50% to 4.75% clearly shows that it remains concerned about the emergence of ”second-round inflation” effects. But while the Bank did signal... 4th September 2008 · 1 min read
UK Economics Update MPC to start cutting soon Lingering inflation concerns kept the Monetary Policy Committee’s finger off the interest rate trigger again today. But it is only a matter of time before it is forced to respond to the rapidly... 4th September 2008 · 1 min read
UK Economics Update MPC to start cutting soon Lingering inflation concerns kept the Monetary Policy Committee’s finger off the interest rate trigger again today. But it is only a matter of time before it is forced to respond to the rapidly... 4th September 2008 · 1 min read
Asia Chart Pack Asian interest rates close to peaking (Sep 08) The recent pullback in oil prices – and commodity prices more generally – has encouraged most Asian central banks (ex. China & Japan) to reorient their policy priorities back towards supporting growth... 4th September 2008 · 1 min read
Capital Daily Bond market rally has further to run in the UK and euro-zone 4th September 2008 · 1 min read
Nordic & Swiss Economics Update Riksbank signals that interest rates have peaked The decision by the Riksbank to raise interest rates from 4.50% to 4.75% clearly shows that it remains concerned about the emergence of ”second-round inflation” effects. But while the Bank did signal... 4th September 2008 · 1 min read
Europe Economics Update ECB unlikely to rip up the lending rulebook Thursday’s ECB press conference provides the Bank with a chance to provide greater details about any proposed changes to its collateral requirements for lending in its open market operations. While we... 3rd September 2008 · 1 min read
Emerging Europe Economics Update What should we make of recent currency developments? 3rd September 2008 · 1 min read
