Emerging Europe Economics Update EU financial sanctions would hit Bulgaria hard 23rd July 2008 · 1 min read
Europe Data Response French Consumer Spending (Jun.) & Italian Retail Sales (May) 23rd July 2008 · 1 min read
Global Markets Focus Can speculation drive up oil prices without a rise in inventories? Contrary to the conventional wisdom, the absence of a build-up of crude oil inventories does not rule out the possibility that speculation has been helping to drive up oil prices. 23rd July 2008 · 1 min read
UK Economics Update When will the MPC be able to sound the all clear on inflation? It might only be a few months before the MPC can conclude that the twin threats of rising wages growth and rising core inflation are not going to materialise. We still think there is a decent chance... 22nd July 2008 · 1 min read
Asia Economics Update Cautious optimism after Indian coalition wins “trust” vote Today’s narrow confidence vote win, by 275 to 256 votes, gives a much needed boost of political capital to India’s beleaguered Indian National Congress (INC) party. We are cautiously optimistic that... 22nd July 2008 · 1 min read
Asia Economics Focus Construction rebound to help Japan steer well clear of recession The recovery in the construction sector should prevent an outright fall in Japanese GDP in the second quarter and contribute around 0.7 percentage points to growth in the year as whole. The economy is... 22nd July 2008 · 1 min read
Japan Economics Focus Construction rebound to help Japan steer well clear of recession The recovery in the construction sector should prevent an outright fall in Japanese GDP in the second quarter and contribute around 0.7 percentage points to growth in the year as whole. The economy is... 22nd July 2008 · 1 min read
UK Economic Outlook Consumer sector heads for recession (Q3 08) The credit squeeze, the prospect of further house price falls and the deteriorating inflation outlook mean that we expect real consumer spending next year to stagnate at best. 21st July 2008 · 1 min read
UK Commercial Property Data Response RICS Commercial Property Market Survey, 2008Q2 21st July 2008 · 1 min read
UK Economics Focus Dent to bank capital to restrict lending growth UK banks are unlikely to raise enough capital to maintain their recent rates of lending. So even if they overcome their immediate liquidity problems, the credit crunch is unlikely to ease soon. 21st July 2008 · 1 min read
