China Chart Pack Chinese equity investors floundering again (May 08) China’s headline inflation eased in March, but there are worrying signs that price pressures may be spreading beyond food. The activity data confirm that the economy remains strong, easing at least... 24th May 2008 · 1 min read
Japan Chart Pack GDP growth on course for 2% this year (May 08) Even allowing for a marked slowdown in the second and third quarters, a strong start to the year means that Japanese GDP is still likely to grow by around 2% in 2008. This would be comfortably above... 24th May 2008 · 1 min read
Emerging Europe Economics Update Ukraine: currency reform still no silver bullet for inflation 23rd May 2008 · 1 min read
Global Markets Update Policy changes to dampen Asian demand for oil The trend among Asian countries towards cutting fuel subsidies will increase the sensitivity of demand to higher global oil prices and make it less likely that the recent surge in the cost of crude... 23rd May 2008 · 1 min read
UK Economics Chart Pack Official sales data still implausibly strong (May 08) The official retail sales data are still holding up fairly well. But we still think that the weaker anecdotal evidence is giving a truer picture of conditions on the high street. What’s more, the... 22nd May 2008 · 1 min read
UK Commercial Property Data Response CBI/GVA Grimley Corporate Real Estate Survey, 2008H1 22nd May 2008 · 1 min read
Emerging Europe Chart Pack Fiscal improvement is unsustainable (May 08) The public finances of every country in the region have strengthened considerably over the past few years. But recent developments suggest that this trend may not last for long. Rapid receipts growth... 22nd May 2008 · 1 min read
