Asia Economics Update Should we be worried by China’s awful PMI? Today’s sub-50 reading for China’s official PMI implies that the manufacturing sector is in outright decline. Some are suggesting this might be enough for policymakers to reconsider their stance on... 1st August 2008 · 1 min read
UK Economics Chart Pack UK moves towards recession The slowdown in GDP growth to just 0.2% q/q in Q2 has come even before the full effects of the housing market downturn and the credit squeeze have been felt. As such, the UK appears to be heading... 31st July 2008 · 1 min read
ECB Watch Slowing activity will eventually prompt rate cuts Ongoing fears over the inflation outlook will leave the ECB in a fairly hawkish mood for now. But recent signs that the economy is stagnating (at best) support our view that interest rates will not... 31st July 2008 · 1 min read
Emerging Europe Economics Update Romania: surprise decision, but further hikes to come 31st July 2008 · 1 min read
BoE Watch Besley unlikely to muster a majority for a hike Inflationary pressures continue to prevent the Monetary Policy Committee (MPC) from cutting interest rates in response to the deteriorating real economy. In fact, if interest rates change this month... 31st July 2008 · 1 min read
UK Economics Update Utility hikes may mean that inflation peaks earlier The news that British Gas today became the second utility supplier to raise its prices means that inflation is likely to rise further and faster than we previously expected. But the silver lining is... 30th July 2008 · 1 min read
Emerging Europe Economics Update Turkey: still facing headwinds despite court ruling 30th July 2008 · 1 min read
