UK Data Response UK CIPS/RBS Services (Jun.) & Credit Conditions Survey (Q2) 3rd July 2008 · 1 min read
Emerging Europe Economics Update Five reasons why the Baltics won’t ditch their currency pegs 3rd July 2008 · 1 min read
Nordic & Swiss Economics Update Riksbank signals further rate increases The decision by the Riksbank to raise interest rates from 4.25% to 4.50% was widely expected, but the Bank’s signal that rates could rise twice more this year shows that it believes the economy will... 3rd July 2008 · 1 min read
Europe Chart Pack Nasty mix of slowing growth and rising inflation The latest data have provided further evidence of a marked slowdown in euro-zone economic activity. The key business surveys turned down in June, suggesting that growth in Q2 will nowhere near match... 2nd July 2008 · 1 min read
Global Markets Update Gold’s last hurrah? The recent pick-up in gold prices has failed to impress. We continue to expect prices to drop back to around $700/oz within a year or so. 2nd July 2008 · 1 min read
Asia Economics Focus Next rate move in Australia will be a cut We think that Australian interest rates will be cut by the end of this year and eventually fall to 6% (from 7.25%) by the end of 2009. In contrast, the markets are currently pricing in a 75% chance... 2nd July 2008 · 1 min read
UK Economic Outlook Black or Golden? The economic effects of the fall in the pound (Q3 2008) The fall in the UK exchange rate over the last six months has been broadly similar in scale to that seen after the pound fell out of the ERM in 1992. But while this should eventually lead to a period... 2nd July 2008 · 1 min read
UK Commercial Property Data Response Construction indicators: CIPS PMI (June) & RICS survey (Q2) 2nd July 2008 · 1 min read
UK Economics Update UK heads towards recession We have been more concerned than most forecasters about the outlook for the UK economy and, in particular, the prospect of an abrupt unwinding of the various imbalances that have built up over the... 2nd July 2008 · 1 min read
UK Economics Update UK heads towards recession We have been more concerned than most forecasters about the outlook for the UK economy and, in particular, the prospect of an abrupt unwinding of the various imbalances that have built up over the... 2nd July 2008 · 1 min read
UK Housing Market Update UK heads towards recession We have been more concerned than most forecasters about the outlook for the UK economy and, in particular, the prospect of an abrupt unwinding of the various imbalances that have built up over the... 2nd July 2008 · 1 min read
