Emerging Europe Economics Update Czech Rep: At least one more hike to come 7th February 2008 · 1 min read
UK Economics Update Northern Rock another blow to the public finances The decision by National Statistics to take Northern Rock onto the Government’s books may not necessarily break the Government’s Sustainable Investment Rule. Nonetheless, it clearly deals another blow... 7th February 2008 · 1 min read
UK Economics Update Cautious loosening points to deeper downturn Today’s decision by the Monetary Policy Committee to cut interest rates by just 25 bps would seem to confirm that lingering inflation concerns will restrict policy loosening to a gradual pace over the... 7th February 2008 · 1 min read
Emerging Europe Economics Update Turkish policymakers set to pause despite dip in inflation 6th February 2008 · 1 min read
Europe Chart Pack Activity slips into rate-cutting territory The news on the euro-zone economy has continued to weaken in the early weeks of 2008. Most strikingly, the composite Purchasing Managers’ Index (PMI) has slipped to levels which, on some previous... 6th February 2008 · 1 min read
UK Housing Market Update Does the credit crunch explain the fall in mortgage approvals? 6th February 2008 · 1 min read
Capital Daily US and euro-zone PMIs strengthen the case for lower rates 6th February 2008 · 1 min read
Europe Commercial Property Chart Pack Economic weakness highlights downside property risks (Feb 09) The latest data suggest that the required adjustment in commercial property yields in the euro-zone continued in 2008Q4. But the outlook for occupier markets deteriorated, reinforcing our belief that... 5th February 2008 · 1 min read
Asia Economics Update Is China heading for a recession? Some influential commentators are now suggesting that China has as high a chance of sinking into recession over the next couple of years as the US (see Kenneth Rogoff in today’s FT for an example)... 5th February 2008 · 1 min read
Europe Data Response Euro-zone Retail Sales (Dec.) & Final Composite PMI (Jan.) 5th February 2008 · 1 min read
UK Housing Market Chart Pack House price falls to be extended into 2008 (Feb 08) 5th February 2008 · 1 min read
UK Economics Update PFI accounting change another fiscal blow According the Financial Times this morning, the adoption of international financial reporting standards (IFRS) in the public accounts from this April could lead to the inclusion of the Government’s... 5th February 2008 · 1 min read
UK Commercial Property Data Response Bank lending to commercial property (2007Q4) 5th February 2008 · 1 min read
