Asia Economics Focus What next for the renminbi? We expect the renminbi to rise by around 15% against the dollar this year (taking it to 6.20 yuan/$) and another 10% in 2009 (to 5.60). The faster pace of appreciation over the last few months has... 1st April 2008 · 1 min read
Europe Data Response Euro-zone Unemployment (Feb.) & Final Man. PMI (Mar.) 1st April 2008 · 1 min read
UK Commercial Property Focus The outlook for leisure property returns We expect the leisure property sector to be the only commercial property sub-sector to report positive returns in 2008. This will end 12 years of underperformance. Over the next few years, we expect... 1st April 2008 · 1 min read
UK Economics Update UK interest rates heading for 3.5% No, it’s not an April fool’s joke. With the UK economy facing very similar economic imbalances to those unwinding with such devastating effect in the US, we now expect GDP growth to average just 1% in... 1st April 2008 · 1 min read
UK Economics Update UK interest rates heading for 3.5% No, it’s not an April fool’s joke. With the UK economy facing very similar economic imbalances to those unwinding with such devastating effect in the US, we now expect GDP growth to average just 1% in... 1st April 2008 · 1 min read
Emerging Europe Economics Update What will the Kremlin do with half a trillion dollars? 1st April 2008 · 1 min read
Asia Economics Update No sign of recession or financial crisis in Japan’s Tankan The Bank of Japan's Tankan survey of business conditions in manufacturing was slightly weaker than the median forecasts, but the risks were always on the downside and the actual results are still... 1st April 2008 · 1 min read
Capital Daily Diverging inflation and activity data highlight ECB's dilemma 1st April 2008 · 1 min read
China Economics Focus What next for the renminbi? We expect the renminbi to rise by around 15% against the dollar this year (taking it to 6.20 yuan/$) and another 10% in 2009 (to 5.60). The faster pace of appreciation over the last few months has... 1st April 2008 · 1 min read
Japan Economics Update No sign of recession or financial crisis in Japan’s Tankan The Bank of Japan's Tankan survey of business conditions in manufacturing was slightly weaker than the median forecasts, but the risks were always on the downside and the actual results are still... 1st April 2008 · 1 min read
Asia Economics Update Japanese output falls, wages pick up Today’s mixed bag of Japanese data contains something for everyone. The fall in industrial production is consistent with talk of recession, but the trend recovery in housebuilding continues and wages... 31st March 2008 · 1 min read
UK Economics Focus Are inflation expectations really so important? Inflation expectations may not be quite as important an influence on actual inflation as the Monetary Policy Committee appears to believe. Accordingly, there is a danger that the Committee keeps... 31st March 2008 · 1 min read
UK Housing Market Focus Affordability – why it has never been worse Affordability in the housing market has never been worse. This is not the message given by standard measures because, by focusing only on initial payments, they ignore the fact that the real value of... 31st March 2008 · 1 min read
Emerging Europe Economics Update Hungary: political turmoil prompts surprise rate hike 31st March 2008 · 1 min read
