Asia Economics Update Chinese equities back at intervention levels Chinese equity prices are again scraping the levels at which many investors assume the government will intervene to provide support. In the long run though, the government’s unwillingness to step back... 10th June 2008 · 1 min read
Emerging Europe Economic Outlook Baltics set for recession, while Russia heats up (Q2 2008) The outlook for the region as a whole remains fairly positive, but the prospects for individual economies have diverged markedly. We think that the structure of capital inflows will play a critical... 10th June 2008 · 1 min read
UK Housing Market Data Response CLG House Prices (Apr.) & Mortgage rates (May) 10th June 2008 · 1 min read
Europe Data Response Italian GDP (Q1), French & Italian Industrial Production (Apr.) 10th June 2008 · 1 min read
UK Economics Update What would cause interest rates to rise? The recent shift in market expectations for UK interest rates has been nothing short of dramatic. As Chart 1 shows, having previously been pricing in sharp falls in interest rates, the short sterling... 10th June 2008 · 1 min read
UK Economics Update What would cause interest rates to rise? The recent shift in market expectations for UK interest rates has been nothing short of dramatic. As Chart 1 shows, having previously been pricing in sharp falls in interest rates, the short sterling... 10th June 2008 · 1 min read
Asia Chart Pack Asia - Korea bucks the trend as Asia turns hawkish (Jun 08) Recent actions by several Asian countries to limit the cost of fuel subsidies highlight the stresses that high oil prices are causing in emerging economies. India, Indonesia and Malaysia (as well as... 9th June 2008 · 1 min read
Emerging Europe Economics Update Russia: Rate hikes not enough to tame soaring inflation 9th June 2008 · 1 min read
UK Markets Chart Pack Attention shifts from activity to inflation (Jun 08) The markets have recently shifted their attention away from the downside risks to activity to the upside risks to inflation. The bond market’s inflation expectations have risen to levels not seen... 9th June 2008 · 1 min read
Global Markets Update Latest oil price spike looks like a bubble about to burst Friday’s $11 jump in the price of a barrel of crude provides the clearest evidence yet that the oil market is increasingly detached from fundamentals. We are raising our assumptions for the future... 9th June 2008 · 1 min read
