Emerging Europe Economics Update How sustainable is Hungary’s fiscal progress? 18th July 2008 · 1 min read
Global Economics Update Some better news on food prices Lower oil prices have provided a little support to equity markets in the last few days, but it is worth noting that agricultural commodities have been dropping back too. The scene is being set for... 18th July 2008 · 1 min read
UK Economics Update Fiscal reform will simply delay tax increases The Government’s decision to “reform” its fiscal rules will help it to avoid deepening the economic downturn by raising taxes over the next year or two. But it does not alter the fact that a major... 18th July 2008 · 1 min read
Emerging Europe Economics Update Turkey: 50bps hike pleases markets, more hikes on the way 17th July 2008 · 1 min read
Asia Economics Update China’s slowdown does not merit policy shift Today’s confirmation that both GDP growth and consumer price inflation have continued to slide in China raises the chance that officials will shift their policy concern to supporting economic activity... 17th July 2008 · 1 min read
Asia Economics Update Philippines’ 50bp rate hike unlikely to be replicated elsewhere The decision by the Philippines’ central bank to raise the benchmark interest rate by a larger-thanexpected 50bp to 5.75% should not be taken as a signal that other Asian central banks are about to... 17th July 2008 · 1 min read
UK Markets Chart Pack Markets wake up to the economic gloom (Jul 08) The recent problems of the US government sponsored enterprises, Fannie Mae and Freddie Mac, have contributed to an apparent shift in the markets’ attention away from the upward pressure on inflation... 17th July 2008 · 1 min read
Emerging Europe Economics Update How concerned should we be about weaker euro-zone growth? 17th July 2008 · 1 min read
UK Economics Update Household disposable income to post smallest rise since 1982 Although unemployment is now rising, there is perhaps some comfort in the fact that the sharp rise in unemployment in the early 1990s had a fairly limited impact on real household income growth... 17th July 2008 · 1 min read
UK Economics Update Household disposable income to post smallest rise since 1982 Although unemployment is now rising, there is perhaps some comfort in the fact that the sharp rise in unemployment in the early 1990s had a fairly limited impact on real household income growth... 17th July 2008 · 1 min read