UK Housing Market Focus The demand for second homes is set to plummet Over the past decade, the capital gains on residential property on offer have been an additional attraction to owning a second home. But now that the housing market correction is underway, second... 20th May 2008 · 1 min read
Asia Economics Update Is China now targeting a trade-weighted exchange rate? The renminbi’s long pause at seven to the dollar is evidence that the Chinese currency is as closely tied to the US dollar as ever. A gradual loosening of that link is likely to be the next major... 19th May 2008 · 1 min read
Emerging Europe Economics Update Further rate hikes in the pipeline (May 08) 19th May 2008 · 1 min read
UK Economics Update Bond market’s inflation fears will fade…eventually The UK bond market is more concerned about inflation now than at any point since the inflation target was established in 1997 and such fears could persist for some time yet. But further ahead, a... 19th May 2008 · 1 min read
Bank of Japan Watch Markets right no longer to expect the BoJ to cut rates 19th May 2008 · 1 min read
UK Markets Chart Pack Bond markets spooked by inflation (May 08) The last month has seen the UK’s bond market become much more concerned about the outlook for inflation. In particular, 20 year break-even inflation rates have climbed to levels not seen since the... 19th May 2008 · 1 min read
Europe Economics Weekly Good news on activity and inflation, but can it last? 19th May 2008 · 1 min read
Asia Economics Weekly India’s growth inflation trade-off takes a turn for the worse 19th May 2008 · 1 min read
US Housing Market Focus How much further will US house prices fall? Houses are still substantially over-valued even though prices have already fallen by around 10% on the Case-Shiller national index . An additional decline of between 10% and 15% this year would put... 19th May 2008 · 1 min read
