Asia Economics Update Can Chinese fiscal policy do more to stimulate demand? Fears over the demise of the US consumer have left many wondering where the next source of global demand will come from. We are sceptical that increased Chinese demand will do much to offset the... 29th January 2008 · 1 min read
UK Data Response UK CBI Distributive Trades (Jan.) & Financial Risk Outlook 29th January 2008 · 1 min read
UK Data Response UK CBI Distributive Trades (Jan.) & Financial Risk Outlook 29th January 2008 · 1 min read
Asia Economics Update What's up with Japanese consumers? The surprise jump in household spending in December suggests that it is too soon to write-off the Japanese consumer. The labour market is also holding up rather better than many had expected and... 29th January 2008 · 1 min read
Europe Data Response French Consumer & Italian Business Confidence (Jan.) 29th January 2008 · 1 min read
Emerging Europe Economics Focus Will Russian equities buck the global trend? There a good reasons to expect the Russian equity market to boom this year, despite wider fears that global equity markets will continue to struggle against a backdrop of slower growth in the world... 29th January 2008 · 1 min read
Japan Economics Update What’s up with Japanese consumers? The surprise jump in household spending in December suggests that it is too soon to write-off the Japanese consumer. The labour market is also holding up rather better than many had expected and... 29th January 2008 · 1 min read
UK Economics Update Is the strong pound decade over? Sterling’s continued weakness even as interest rate expectations have moved back in its favour could reflect growing concerns over the fundamental health of the UK economy and hinder the Monetary... 28th January 2008 · 1 min read
Global Markets Outlook Pendulum may now have swung too far Markets had been complacent about the downside risks to the US economy and financial sector from the housing slump, but the pendulum may now have swung too far towards fear. We anticipate a modest... 28th January 2008 · 1 min read
UK Economics Update Widening mortgage spreads a sign of tightening lending criteria The increases in tracker rates announced by some mortgage lenders over the past few days add to other evidence that the recent improvement in the situation in financial markets has not prevented a... 28th January 2008 · 1 min read
UK Economics Update Widening mortgage spreads a sign of tightening lending criteria The increases in tracker rates announced by some mortgage lenders over the past few days add to other evidence that the recent improvement in the situation in financial markets has not prevented a... 28th January 2008 · 1 min read
UK Housing Market Update Widening mortgage spreads a sign of tightening lending criteria The increases in tracker rates announced by some mortgage lenders over the past few days add to other evidence that the recent improvement in the situation in financial markets has not prevented a... 28th January 2008 · 1 min read
