Emerging Europe Economics Update Hungary & Turkey: An untimely reminder of political risks 25th March 2008 · 1 min read
Asia Economics Update Tankan to remain well above recession territory The Bank of Japan’s quarterly “Tankan” survey for March, due next Tuesday (1st April), will almost certainly show that business conditions have deteriorated. However, the markets are already prepared... 25th March 2008 · 1 min read
Japan Economics Update Tankan to remain well above recession territory The Bank of Japan’s quarterly “Tankan” survey for March, due next Tuesday (1st April), will almost certainly show that business conditions have deteriorated. However, the markets are already prepared... 25th March 2008 · 1 min read
US Economics Weekly Government bailout will help homeowners not investors 24th March 2008 · 1 min read
Japan Chart Pack Economy to outperform low expectations (Mar 08) Most discussion of the outlook for Japan in 2008 assumes that the two alternatives are a sharp slowdown or an outright recession. However, much of the incoming data actually favours a third scenario... 24th March 2008 · 1 min read
Global Markets Update Gold price to fall to $700 This week’s sharp falls (from a peak of $1030 to a trough of $905) have reinforced our scepticism about the medium-term outlook for gold prices. We have therefore trimmed our end-2008 forecast from... 20th March 2008 · 1 min read
UK Economics Chart Pack Consumers hang on to the last (Mar 08) The strength of the official measure of high street spending is hard to square with the weakness of consumer confidence, household income growth and the housing market. It may be that the official... 20th March 2008 · 1 min read
