Emerging Europe Chart Pack Political uncertainty spooks financial markets (Jun 08) Financial markets in parts of the region have been hit by a fresh wave of investor risk aversion over the past month. In Turkey, a surge in inflation coupled with a deterioration in the political... 13th June 2008 · 1 min read
Japan Economics Update BoJ more sensitive than most to jump in inflation expectations The Bank of Japan predictably left rates on hold today. But with inflation expectations soaring, we believe that rates will be raised again sooner than generally anticipated and perhaps even earlier... 13th June 2008 · 1 min read
UK Economics Focus Just how high could inflation get? If oil and food prices were to carry on rising, with knock-on effects on core price pressures, UK consumer price inflation could rise above 5% and remain above its 2% target until 2010 and beyond... 12th June 2008 · 1 min read
UK Housing Market Focus How far will new housing supply fall? We believe that new dwelling completions in England could fall from 175,000 last year to 135,000 by end-2009, a 25% drop. Past housing market corrections have triggered falls of at least 15% in new... 11th June 2008 · 1 min read
UK Commercial Property Data Response Financial & Business Services Employment (Q1) 11th June 2008 · 1 min read
Europe Economics Update Lisbon Treaty rejection could highlight growing divergences A “no” vote in Thursday’s Irish referendum on the EU’s Treaty of Lisbon would put a spanner in the works of the Treaty’s ratification process. Just as importantly, it may add to concerns that the... 11th June 2008 · 1 min read
