Global Economics Update Central banks still have a lot more work to do The Bank of England’s Financial Stability Report, published this morning, suggests that the worst of the global financial crisis may now be over. The immediate threat of a full-blown meltdown has... 1st May 2008 · 1 min read
UK Economics Chart Pack Slowdown starts to take hold It has become clearer over the last month that the economic slowdown well underway. The 0.4% rise in real GDP in the first quarter was the smallest in three years and reflected more modest activity in... 30th April 2008 · 1 min read
Asia Economics Update Bank of Japan drops tightening bias The Bank of Japan left rates on hold today, as universally expected, but the tone of its twice-yearly “Outlook for Economic Activity and Prices” is more dovish than we at least had anticipated. In... 30th April 2008 · 1 min read
Emerging Europe Economics Update The Central Bank of Turkey talks tough on inflation 30th April 2008 · 1 min read
Emerging Europe Economics Update Poland: On hold for now but further hikes to come 30th April 2008 · 1 min read
Europe Economic Outlook Major economies diverging as growth slows (Q2 08) The outlook for the European economy remains relatively bright compared to the major downturn underway in the US. Nonetheless, divergences are widening between those economies subject to US-style... 30th April 2008 · 1 min read
Europe Data Response Euro-zone EC Survey & Flash CPI (Apr.), Unemp. (Mar.) 30th April 2008 · 1 min read
UK Economics Update Equities’ resilience at odds with economic outlook The recent rebound in equity prices has left them looking somewhat detached from current expectations for the performance of the wider economy. And our feeling that even those expectations will prove... 30th April 2008 · 1 min read
UK Commercial Property Focus Has the property investment market cycle changed? We believe that debt-backed retail and international investors will remain a permanent fixture in the UK’s commercial property market. Their presence will make abrupt yield shifts, like that which we... 30th April 2008 · 1 min read
