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
US Economics Update Will inflation and dollar worries constrain the Fed? 21st February 2008 · 1 min read
UK Economics Update MPC’s fears over inflation expectations appear overdone The MPC remains concerned that inflation expectations will fail to drop back later this year even as inflation itself falls. After all, this is exactly what happened last year. Nonetheless, there are... 21st February 2008 · 1 min read
Global Economics Focus How worried should we all be about Chinese inflation? Chinese inflation is now at its highest in 11 years, and there seems little prospect of it falling much in the next couple of months. This has set alarm bells ringing in countries that have grown... 21st February 2008 · 1 min read
Emerging Europe Economics Update Migrant flows - the UK’s loss is Poland’s gain 21st February 2008 · 1 min read
UK Economics Update Migrant flows - the UK’s loss is Poland’s gain The reported increase in the number of Polish workers returning home from the UK will favour Poland’s growth prospects to the detriment of the UK’s. However, this is a long-term development that will... 21st February 2008 · 1 min read
China Economics Focus How worried should we all be about Chinese inflation? Chinese inflation is now at its highest in 11 years, and there seems little prospect of it falling much in the next couple of months. This has set alarm bells ringing in countries that have grown... 21st February 2008 · 1 min read
Europe Economics Update German pay deal will add to the ECB’s inflation concerns The news that Germany’s largest trade union, IG Metall, has won a 5.2% pay rise over the next 14 months has added to concerns over a build-up in medium-term inflationary pressures. While we think that... 20th February 2008 · 1 min read
UK Economics Update Pay growth remains well-behaved Today’s various releases brought tentative signs that the threat of a sharp pick-up in pay growth during the main start-of-year pay round is failing to materialise. Accordingly, this appears to be at... 20th February 2008 · 1 min read
