Emerging Europe Economics Update Czech Rep: surprise cut aimed at taming koruna 7th August 2008 · 1 min read
Europe Data Response German & Italian Ind. Prod./German & French Trade (Jun.) 7th August 2008 · 1 min read
UK Economics Update Recession risks keep MPC on hold The growing likelihood of a recession, plus the recent falls in oil and commodity prices, kept the MPC’s finger off the interest rate trigger for another month. We continue to expect rates to be... 7th August 2008 · 1 min read
UK Economics Update Recession risks keep MPC on hold The growing likelihood of a recession, plus the recent falls in oil and commodity prices, kept the MPC’s finger off the interest rate trigger for another month. We continue to expect rates to be... 7th August 2008 · 1 min read
Europe Chart Pack Recession risks mounting The latest data from the euro-zone suggest that the economy is at risk of entering a technical recession. Leaked information revealing that the German economy contracted by around 1.0% q/q in Q2... 6th August 2008 · 1 min read
UK Economics Focus The shape of recessions past If the coming recession is anything like those seen since 1950, it will last for 18 months and result in a 2.7% fall in real GDP. Thankfully, sharp falls in interest rates next year should mean that... 6th August 2008 · 1 min read
Asia Economics Update A look ahead to Japan’s Q2 GDP data The first estimate of Japan’s second quarter GDP will be released, not very auspiciously, on the 13th (next Wednesday). We expect this to show an outright fall of around 0.3% q/q, although a much... 6th August 2008 · 1 min read
UK Housing Market Chart Pack Month of record lows for the housing market (Aug 08) 6th August 2008 · 1 min read
Europe Economics Update Euro-zone could be first to enter recession Our view that the euro-zone economy would fare relatively well in the global downturn has been undermined by the latest news on Germany and the deterioration in the business surveys. It now looks... 6th August 2008 · 1 min read
UK Economics Update Productivity slowdown won’t stop employment falling The recession that looks likely does not have to be accompanied by falling employment - firms could just let productivity (i.e. output per worker) suffer instead. Indeed, employers have been reluctant... 6th August 2008 · 1 min read
UK Housing Market Update Stamp duty – a case of words speaking louder than actions Rumours that the Government is preparing to take action on stamp duty are gathering ground, with a number of papers reporting the story today. But, while a fundamental reform of stamp duty would no... 6th August 2008 · 1 min read
UK Economics Update Productivity slowdown won’t stop employment falling The recession that looks likely does not have to be accompanied by falling employment - firms could just let productivity (i.e. output per worker) suffer instead. Indeed, employers have been reluctant... 6th August 2008 · 1 min read
Japan Economics Update A look ahead to Japan’s Q2 GDP data The first estimate of Japan’s second quarter GDP will be released, not very auspiciously, on the 13th (next Wednesday). We expect this to show an outright fall of around 0.3% q/q, although a much... 6th August 2008 · 1 min read
