Capital Daily Fundamentals should bring oil prices back to $85pb by year-end 23rd April 2008 · 1 min read
Nordic & Swiss Economics Update Swedish and Norwegian interest rates should have peaked As expected, the Swedish Riksbank kept interest rates on hold today while the Norges Bank raised rates to 5.50%. But while the markets apparently see little chance of rates falling in 2008, we expect... 23rd April 2008 · 1 min read
UK Housing Market Outlook The house price correction has begun; larger falls to come in 2009 (Q2 2008) Recent housing data suggest that although our forecast of a 5% fall in house prices this year is broadly on track, the risk of a weaker outcome has risen. We have also reduced our forecasts for... 22nd April 2008 · 1 min read
UK Economics Update Have bond yields risen too far? The recent sharp rise in bond yields has brought them more closely into line with current expectations for the economy. However, our suspicion that those expectations will turn out to be too sanguine... 22nd April 2008 · 1 min read
Emerging Europe Economics Update Ukraine: Interest rate hike unlikely to tame inflation 22nd April 2008 · 1 min read
Global Markets Update Falling dollar obscures weakening oil market fundamentals Developments in the dollar are likely to dominate oil price movements in the short-term and could even drag Brent crude as high as $125 per barrel (pb) this quarter. Nevertheless, with a recovery of... 22nd April 2008 · 1 min read
UK Economics Focus Housing equity withdrawal to grind to a halt As the credit crunch bites and house prices fall, we expect housing (also known as mortgage) equity withdrawal (HEW) to dry up almost completely over the next couple of years. Although only a fraction... 22nd April 2008 · 1 min read
UK Economics Focus Housing equity withdrawal to grind to a halt As the credit crunch bites and house prices fall, we expect housing (also known as mortgage) equity withdrawal (HEW) to dry up almost completely over the next couple of years. Although only a fraction... 22nd April 2008 · 1 min read
UK Economics Update UK house price forecast revisions Developments over the past quarter have highlighted the downside risks to our house price forecasts. Accordingly, we have cut them. We now think that house prices will fall by 8% this year, rather... 21st April 2008 · 1 min read
UK Economics Update UK house price forecast revisions Developments over the past quarter have highlighted the downside risks to our house price forecasts. Accordingly, we have cut them. We now think that house prices will fall by 8% this year, rather... 21st April 2008 · 1 min read
UK Housing Market Update UK house price forecast revisions Developments over the past quarter have highlighted the downside risks to our house price forecasts. Accordingly, we have cut them. We now think that house prices will fall by 8% this year, rather... 21st April 2008 · 1 min read
