Emerging Europe Economics Update Russia: ruble appreciation still on the cards 3rd June 2008 · 1 min read
Europe Economics Update From bad to worse for Spanish consumers The recent run of bad news from Spain suggests that consumers’ wallets will remain firmly closed this year. While the Government’s fiscal package may provide households with a temporary boost in the... 3rd June 2008 · 1 min read
UK Economics Focus Who will drive the spending slowdown? Overall household spending growth is set to slow sharply, but some types of households will clearly have to cut back more than others. We think that low-income households, pensioners and higherincome... 3rd June 2008 · 1 min read
UK Economics Focus Who will drive the spending slowdown? Overall household spending growth is set to slow sharply, but some types of households will clearly have to cut back more than others. We think that low-income households, pensioners and higherincome... 3rd June 2008 · 1 min read
UK Commercial Property Data Response Mergers/acquisitions (‘08Q1) & CIPS construction (May ’08) 3rd June 2008 · 1 min read
UK Housing Market Chart Pack Housing market correction has much further to run (Jun 08) 3rd June 2008 · 1 min read
Capital Daily Bond yields to drop back as growth fears trump inflation risks 3rd June 2008 · 1 min read
Nordic & Swiss Economics Update Growing troubles in the Baltics add to Sweden’s problems Concerns about the health of the Swedish banking system have increased further in response to a growing threat of an exchange rate devaluation in the Baltics. While the impact of such a devaluation on... 3rd June 2008 · 1 min read
UK Markets Outlook Markets defy the economic gloom The financial markets have largely shrugged off the stream of gloomy news on the outlook for the UK economy over recent weeks. Not only has the equity market remained pretty resilient, but money... 2nd June 2008 · 1 min read
UK Economics Update Household bad debt cycle may already have turned Our measure of household bad debt suggests that the bad debt cycle may already have turned. Even if it hasn’t, it will not be long before debt problems become far more widespread. This is another... 2nd June 2008 · 1 min read
UK Economics Update Household bad debt cycle may already have turned Our measure of household bad debt suggests that the bad debt cycle may already have turned. Even if it hasn’t, it will not be long before debt problems become far more widespread. This is another... 2nd June 2008 · 1 min read
UK Economics Chart Pack Inflation heading towards 4% The jump in CPI inflation from 2.5% to 3.0% in April has taken further near-term interest rate cuts off the agenda. Indeed, the MPC is unlikely to want to cut rates while inflation is above 3% and... 2nd June 2008 · 1 min read
Global Markets Update Are bond markets complacent about inflation? Many commentators have begun to argue that markets are increasingly complacent about the outlook for global inflation and that the widespread increase in government bond yields last month is therefore... 2nd June 2008 · 1 min read
