Emerging Europe Economics Focus Russia: How to tame double-digit inflation Russian inflation has returned with a vengeance. As a result, the Central Bank (CBR) already looks certain to miss its end-year target of 8.5%. But the response of policymakers will be dictated by... 11th March 2008 · 1 min read
UK Economics Update Bank's new auctions are no silver bullet The Bank of England’s announcement that it will inject more liquidity into the money markets is a welcome development that should help to bring interbank interest rates down to more normal levels. But... 11th March 2008 · 1 min read
UK Housing Market Data Response CLG House Prices (Jan) & Mortgage Rates (Feb) 11th March 2008 · 1 min read
Europe Economics Update ECB to tackle strong euro by cutting rates, not intervening Jean-Claude Trichet’s expressions of concern over the strength of the euro yesterday have prompted speculation that the ECB might intervene directly in the currency markets to prevent the currency... 11th March 2008 · 1 min read
UK Data Response UK BRC Retail Sales Monitor & Quoted Interest Rates (Feb.) 11th March 2008 · 1 min read
UK Data Response UK BRC Retail Sales Monitor & Quoted Interest Rates (Feb.) 11th March 2008 · 1 min read
Capital Daily Fed hasn't lost control of inflation, despite negative TIPS yields 11th March 2008 · 1 min read
UK Markets Chart Pack Bond market is priced for recession (Mar-08) While much has been made of the recent rise in the markets’ inflation expectations, less attention has fallen on just how pessimistic the markets have become on the outlook for activity. Indeed, the... 10th March 2008 · 1 min read
Emerging Europe Economics Update What should we make of rising bond spreads? 10th March 2008 · 1 min read