Asia Economics Update South-East Asian interest rates close to a peak The recent fall in the prices of oil and other commodities strengthens our view that the present tightening cycle in South-East Asia will be a short one. We expect regional interest rates to peak in... 19th August 2008 · 1 min read
Emerging Europe Economics Update Tightening cycle drawing to a close (Aug 08) Interest rates are nearing their peaks across Emerging Europe. Indeed, policymakers in the Czech Republic actually cut interest rates by 25bps earlier this month and seem intent on reducing borrowing... 19th August 2008 · 1 min read
UK Housing Market Data Response RICS Residential Lettings Survey (2008Q2) 19th August 2008 · 1 min read
Asia Economics Update Surging inflation expectations suggest next rate move is up The Bank of Japan predictably left rates on hold today. But with inflation expectations surging to record highs, and the current economic downturn expected to be relatively short-lived and shallow, we... 19th August 2008 · 1 min read
Nordic & Swiss Economics Update SNB’s optimism likely to prove misplaced Upbeat comments from Swiss National Bank Chairman Jean-Pierre Roth in this morning’s press are atodds with our own view. While it is true that some aspects of the Swiss economy appear robust fornow... 19th August 2008 · 1 min read
Asia Economics Update Chinese consumers on top of the world With consumer spending outpacing expectations, China will this year contribute twice as much to growth in real global consumption as the US, euro-zone and Japan combined. (See Chart 1.) This should... 18th August 2008 · 1 min read
US Economics Weekly Inflation should quickly drop back from 17-year high 18th August 2008 · 1 min read
