UK Economics Update A welcome step, but still much more to do The details of the Bank of England’s latest measures to tackle the problems in the credit markets should ease some of the concerns surrounding the potential risks for taxpayers and possible... 21st April 2008 · 1 min read
UK Commercial Property Data Response RICS Commercial Property Market Survey, 2008Q1 21st April 2008 · 1 min read
Emerging Europe Economics Update Central Banks turn hawkish (Mar 08) Central Banks across the region are turning increasingly hawkish in response to rising inflationary pressures and turmoil in global financial markets. We expect interest rates to be hiked in Poland... 21st April 2008 · 1 min read
Emerging Europe Economics Update Still in hawkish mode (Apr 08) Emerging Europe Central Bank Watch 1 Apr. 2008 EMERGING EUROPE CENTRAL BANK WATCH Policymakers across the region remain in hawkish mode. A sharp spike in wage growth is likely to prompt another 50bps... 21st April 2008 · 1 min read
Asia Economics Weekly Drop in headline rate masks rising Chinese inflation concerns 21st April 2008 · 1 min read
UK Housing Market Update Are mortgage payments really absorbing a record share of income? Clients may have seen an article in the Telegraph on Wednesday 16th April which reported that, according to research company Mintel, mortgage payments now take up a record 25% of the average household... 18th April 2008 · 1 min read
Asia Economics Update How much should we worry about Japanese consumers? Japanese consumer confidence remains near five-year lows despite a slight pick-up last month. Nonetheless, spending is holding up well. The single biggest negative for confidence is the perception... 18th April 2008 · 1 min read
Europe Economics Update Spain’s fiscal boost won’t offset the housing market downturn The latest news on the Spanish housing market supports our view that it is only a matter of time before house prices fall sharply with significant adverse effects on the wider economy. 18th April 2008 · 1 min read
Capital Daily Bank of England initiative no substitute for further rate cuts 18th April 2008 · 1 min read
Japan Economics Update How much should we worry about Japanese consumers? Japanese consumer confidence remains near five-year lows despite a slight pick-up last month. Nonetheless, spending is holding up well. The single biggest negative for confidence is the perception... 18th April 2008 · 1 min read
UK Economics Update Bank of England initiative no substitute for further rate cuts Sentiment towards the financial sector has been helped this week by speculation of a new initiative from the Bank of England to free-up the money markets in the UK. However, the acid test is whether... 17th April 2008 · 1 min read
