Europe Economics Focus French consumers – slowdown, not slump Recent data on the French household sector have flattened hopes that healthy consumer spending growth would prevent a sharp economic slowdown. With inflation soaring, consumer confidence at a record... 12th August 2008 · 1 min read
UK Commercial Property Outlook Occupier market outlook weaker; deeper property price correction is the result (Q3 08) There is no immediate end in sight to the commercial property yield correction and, on the back of downgrades to our general economic views since the previous Analyst, we have revised down our... 11th August 2008 · 1 min read
US Economics Update Fed's Senior Loan Officer Survey suggests credit crunch still intensifying 11th August 2008 · 1 min read
Global Markets Update A cautionary note on the dollar Last week’s bounce has prompted us to raise our forecasts for the dollar against the euro, yen and sterling, but we had already expected the US currency to recover some ground in the second half of... 11th August 2008 · 1 min read
Europe Economics Update Sun not about to set on Greece Recent news from Greece has provided some encouraging signs that it is escaping the economic slowdown which now appears to be engulfing the other Club-Med economies. 11th August 2008 · 1 min read
Emerging Europe Economics Update What should markets make of the South Ossetia conflict? 11th August 2008 · 1 min read
