Japan Economics Update Recovery in construction to help rescue Japanese GDP The latest housing starts data should (but perhaps won’t) quieten talk that Japan is heading into recession. Indeed, we are increasingly confident that a sustained recovery in the construction sector... 31st January 2008 · 1 min read
Emerging Europe Economics Update Polish rate hike reflects resilience of economy 30th January 2008 · 1 min read
UK Economics Chart Pack Equities wake up to the deteriorating activity outlook Growing concerns over the outlook for the economy have started to take their toll on equity markets. The 10% fall in the FTSE 100 largely reflects global issues. Nonetheless, it took equity prices... 30th January 2008 · 1 min read
Europe Economics Update Swedish interest rate expectations have fallen too far The Swedish economy has slowed in recent months, but with inflationary pressures still alive and kicking we expect the Riksbank’s response to be less aggressive than markets anticipate. Indeed, we... 30th January 2008 · 1 min read
UK Economics Update King's re-appointment slightly hawkish, but safe Mervyn King’s re-appointment as Governor of the Bank of England for another five years is possibly a slightly hawkish development for the outlook for interest rates. Nonetheless, it will be seen as... 30th January 2008 · 1 min read
UK Commercial Property Data Response RICS Commercial Property Market Survey (Q4 2007) 30th January 2008 · 1 min read
Nordic & Swiss Economics Update Swedish interest rate expectations have fallen too far The Swedish economy has slowed in recent months, but with inflationary pressures still alive and kicking we expect the Riksbank’s response to be less aggressive than markets anticipate. Indeed, we... 30th January 2008 · 1 min read
Europe Economics Update Fiscal policy won't cushion the euro-zone Recent calls (most notably from IMF head Dominique Strauss-Kahn) for governments to use fiscal policy to support their economies beg the question of whether the euro-zone might benefit from such... 29th January 2008 · 1 min read
