Europe Economics Focus Will the credit crunch prompt a Swiss recession? nd’s dependence on the troubled financial services sector points to the risk of an extremely hard landing. We think that the consensus forecasts for Swiss GDP growth are much too complacent and see... 24th June 2008 · 1 min read
Europe Data Response French Con. Spend. (May), German & Italian Confidence (Jun./Jul.) 24th June 2008 · 1 min read
UK Economics Update Core inflation in the 1970s and now The current economic climate is increasingly being compared to the inflationary years of the 1970s and early 1980s. But a quick look at what actually happened back then suggests that the UK economy is... 24th June 2008 · 1 min read
Capital Daily Latest activity surveys suggest July ECB hike would be a one-off 24th June 2008 · 1 min read
Nordic & Swiss Economics Focus Will the credit crunch prompt a Swiss recession? Switzerland’s dependence on the troubled financial services sector points to the risk of an extremely hard landing. We think that the consensus forecasts for Swiss GDP growth are much too complacent... 24th June 2008 · 1 min read
China Chart Pack Chinese equity investors floundering again (Jun 08) China’s equity investors have been left stunned by a 20% fall in prices since the beginning of June. This has taken the benchmark Shanghai Composite index beneath the 3000 level that many investors... 24th June 2008 · 1 min read
US Economics Focus Financial losses from the consumer credit binge to reach $700bn 23rd June 2008 · 1 min read
UK Economics Focus How will companies fare this time? The corporate sector is arguably better placed to weather the economic downturn than either the household or public sector. Nonetheless, profits, investment and employment are all likely to fall... 23rd June 2008 · 1 min read
Global Inflation Watch Back to the 1970's? (Q2 2008) The resurgence of global inflation has raised fears of a return to the “stagflation” of the 1970s. However, inflation is still very low by those standards and the inflation environment is... 23rd June 2008 · 1 min read
Emerging Europe Economics Update Hungary: MPC shocks markets, but rates hikes still to come 23rd June 2008 · 1 min read
Asia Economics Update Tankan to remain well above recession territory The Bank of Japan’s quarterly “Tankan” survey for June, due next Tuesday (1st July), will almost certainly report that business conditions have deteriorated. However, there has been some better news... 23rd June 2008 · 1 min read
UK Economics Update Pay fears to prove overdone… again Any signs that the rise in inflation is prompting a general pick-up in pay growth could trigger an interest rate hike from the Monetary Policy Committee (MPC). So far, though, there have been no such... 23rd June 2008 · 1 min read
