Capital Daily Diversification out of Treasuries need not mean dumping dollars 28th March 2008 · 1 min read
Japan Economics Update The “wrong” type of inflation in Japan? Inflation driven solely by food and energy prices is not exactly what the Bank of Japan has been hoping for. Nonetheless, even if Japan is experiencing the “wrong” type of inflation now, the chances... 28th March 2008 · 1 min read
US Employment Report Preview Recession inevitably means severe job losses lie ahead 27th March 2008 · 1 min read
Global Inflation Watch Commodity boom is a house of cards (Q1 2008) Headline inflation has surged again in almost all major economies. However, inflation excluding food and energy remains subdued. While this is not a good reason for complacency, it does suggest that... 27th March 2008 · 1 min read
UK Data Response UK CBI Distributive Trades & Business Investment (Mar./Q4) 27th March 2008 · 1 min read
UK Data Response UK CBI Distributive Trades & Business Investment (Mar./Q4) 27th March 2008 · 1 min read
UK Commercial Property Chart Pack Retail warehouses and City offices continue to lead the slump (Apr 08) 27th March 2008 · 1 min read
UK Commercial Property Data Response Institutional investment in property (2007Q4) 27th March 2008 · 1 min read
Emerging Europe Economics Update More rate hikes to come in Poland & Romania 26th March 2008 · 1 min read
UK Economics Update Letter threat an unhelpful distraction for the MPC The threat of having to write a letter to the Chancellor explaining why inflation has moved more than 1% above its target could cause the MPC to focus on the near-term outlook for inflation just when... 26th March 2008 · 1 min read
Asia Economics Update Indian civil service pay raise won’t solve corruption, inflation India’s 6th Pay Commission recommendation for generous central government worker pay hikes may have little, if any, impact on constraining corruption in the civil service but it will certainly stoke... 25th March 2008 · 1 min read