Emerging Europe Economics Update Free floating forint points to rate cuts later this year 25th February 2008 · 1 min read
Capital Daily Euro-zone and Asia holding up well in face of US slowdown 25th February 2008 · 1 min read
Europe Economics Weekly Will high inflation derail French consumption growth? 25th February 2008 · 1 min read
China Chart Pack Consumption rebounds (Feb 08) After several years during which wages have grown more slowly than the economy, consumption accounted for barely a third of overall Chinese demand in 2007. But there are a couple of reasons to think... 24th February 2008 · 1 min read
UK Commercial Property Update Why have real office rental values fallen over time? Although there have clearly been major cycles, real all-office rental values are currently 48% lower than their level in 1975. (See Chart 1.) But against the general backdrop of an increasingly... 22nd February 2008 · 1 min read
Emerging Europe Economics Update Hryvnia revaluation still looks likely 22nd February 2008 · 1 min read
Capital Daily Recession risks trump inflation concerns – for Fed at least 22nd February 2008 · 1 min read
UK Housing Market Update No end in sight to the tightening in mortgage lending standards The decision by three major lenders to withdraw their range of 100% to 125% mortgages will have only a limited direct dampening impact on the housing market, since the take-up of these loans has been... 21st February 2008 · 1 min read
UK Economics Chart Pack Retail sales start the year on a strong note (Feb 08) The rebound in retail sales in January underlined last year’s lesson not to underestimate the resilience of UK consumers. However, the more discretionary part of sales – non-food – remains fairly... 21st February 2008 · 1 min read
UK Markets Outlook Bond market’s gloom spreads to equities The sharp falls in equity prices in recent months have narrowed the unusual gap that had opened up between the equity market’s apparent expectations for the economy and those of the bond market. Both... 21st February 2008 · 1 min read
