Asia Economics Update Strong finish to 2007 sets Japan up nicely for 2008 The surge in GDP at the end of 2007 supports our non-consensus view that, rather than heading for recession, Japan will be the only major economy to grow at least as quickly this year as last. It... 14th February 2008 · 1 min read
Japan Economics Update Strong finish to 2007 sets Japan up nicely for 2008 The surge in GDP at the end of 2007 supports our non-consensus view that, rather than heading for recession, Japan will be the only major economy to grow at least as quickly this year as last. It... 14th February 2008 · 1 min read
UK Commercial Property Outlook Weak economy to prompt rental downturn and extend soft returns into 2009 (Q1 08) Until recently, we were optimistic that the commercial property correction would be short-lived and driven solely by a yield shift. But we have revised down our forecasts for GDP growth in 2008 and... 13th February 2008 · 1 min read
UK Economic Outlook Households face a double whammy (Q1 08) The outlook for consumer spending has deteriorated and we have downgraded our consumer spending forecasts. We now expect real spending to rise by only 1.5% this year and 1.0% in 2009. 13th February 2008 · 1 min read
Asia Economics Update India: weathering the storm The latest data suggest that the Indian economy is holding up well despite the slowdown in the West. New statistics on output and prices suggest that the Reserve Bank of India (RBI) is under reduced... 13th February 2008 · 1 min read
Europe Economics Update Riksbank raises rates to 4.25% The surprise decision by the Swedish Riksbank to raise interest rates from 4.0% to 4.25% today confirmed that it remains concerned about the outlook for inflation. And with its latest interest rate... 13th February 2008 · 1 min read
