US Employment Report Preview Labour market conditions still deteriorating 25th July 2008 · 1 min read
UK Economics Chart Pack High street spending looking unambiguously weak (Jul 08) Abstracting from the extreme volatility of the monthly data, the official retail sales figures appear to have been on a downward trend over the past few months. And there have been more concrete signs... 24th July 2008 · 1 min read
Global Markets Update No policy shift on the Chinese renminbi Despite the slower pace of appreciation against the dollar in recent weeks, the renminbi is still likely to rise significantly more than the 5% or so priced into the forwards markets for the next 12... 24th July 2008 · 1 min read
UK Commercial Property Focus What are the prospects for lending to commercial property? In a plausible central scenario, the amount of debt that banks make available to the commercial property market will fall by more than two-thirds, from a total of over £300bn between 2003 and 2007 to... 24th July 2008 · 1 min read
Emerging Europe Economics Update Czech Rep: too soon to start cutting rates? 24th July 2008 · 1 min read
Japan Chart Pack Economy slowing, but Tankan reassuring (Jul 08) The Japanese economy is clearly slowing. Indeed, the official data suggest that consumer spending has fallen sharply and manufacturing may already be in a (short-lived) technical recession... 24th July 2008 · 1 min read
