Global Markets Outlook Equity markets are making a leap of faith Equity markets are probably right to expect the US to recover in the second half of the year, but this faith is not yet shared by the very people who will have to do the spending to lift the economy... 11th April 2008 · 1 min read
Europe Economics Weekly Euro-zone slowdown to hit firms harder than consumers 11th April 2008 · 1 min read
Europe Economics Update ECB still talking tough After leaving interest rates unchanged for a tenth consecutive month today, the European Central Bank maintained a tough stance on inflation. But with the economy clearly slowing and the Bank hinting... 10th April 2008 · 1 min read
Asia Economics Update A bright outlook for China, and an even brighter past The fall in China’s trade surplus in the first quarter is evidence of economic strength within China, not of its vulnerability to a slowdown elsewhere. What’s more, today’s revisions to the official... 10th April 2008 · 1 min read
UK Economics Update On the way to 3.5% The continued problems in the financial markets and the associated tightening of credit conditions in the end made today’s 25bps cut in interest rates to 5% almost a sure thing. We think that interest... 10th April 2008 · 1 min read
UK Economics Update On the way to 3.5% The continued problems in the financial markets and the associated tightening of credit conditions in the end made today’s 25bps cut in interest rates to 5% almost a sure thing. We think that interest... 10th April 2008 · 1 min read
Global Economic Outlook Economic imbalances start to bite (Q2 08) Prompt action by central banks, led by the US Fed, appears to have averted the immediate threat of a meltdown in the financial sector. The IMF has recently estimated potential losses related to the US... 10th April 2008 · 1 min read
Emerging Europe Economics Update What should we make of recent currency movements? 9th April 2008 · 1 min read
Europe Chart Pack Country-level divergences widening Recent data have provided reassurance that, in comparison to the US and UK, the euro-zone is experiencing a relatively moderate slowdown in activity. But there are growing signs of a north-south... 9th April 2008 · 1 min read
