Asia Economics Weekly Is the Fed putting a squeeze on China’s currency policy? 28th January 2008 · 1 min read
UK Housing Market Focus Have buy-to-let investors priced out first-time buyers? We believe that buy-to-let (BTL) investors have priced aspiring first-time buyers (FTBs) out of the housing market over the last 3-4 years. Admittedly, BTL did not trigger the abrupt drop in FTB... 25th January 2008 · 1 min read
Europe Economics Update Italian political crisis another blow to slowing economy The latest political crisis in Italy is unlikely to have a major impact on the markets or the economy itself. Nonetheless, at a time when consumer confidence is already slumping, the additional... 25th January 2008 · 1 min read
UK Economics Update Household bills add to squeeze on incomes Household bills could rise by over 8% this year, squeezing households’ spending power and contributing to a sharp slowdown in real consumer spending growth. It now looks unlikely that real household... 25th January 2008 · 1 min read
UK Economics Update Household bills add to squeeze on incomes Household bills could rise by over 8% this year, squeezing households’ spending power and contributing to a sharp slowdown in real consumer spending growth. It now looks unlikely that real household... 25th January 2008 · 1 min read
Global Markets Update Will a bail-out of bond insurers rescue equities? The late rally in Wall Street last night and the strong opening in Europe this morning reflect hopes of a support plan for US bond insurers. This emphasises the extent to which worries about the... 24th January 2008 · 1 min read
Europe Economic Outlook Can Europe weather the storm? (Q1 08) After two years of rapid expansion, the European economy is set to slow sharply in 2008 in response to the combination of weakening global activity, previous increases in interest rates, tighter... 24th January 2008 · 1 min read
UK Commercial Property Data Response RICS Contruction Survey (Q4 2007) 24th January 2008 · 1 min read
UK Commercial Property Chart Pack Total returns to be negative again this year (Feb 08) 24th January 2008 · 1 min read
US Employment Report Preview Labour market appears to have bounced back in January 24th January 2008 · 1 min read
UK Economics Update What are the prospects of a UK fiscal rescue package? The fiscal barriers to a US-style tax cutting package aimed at supporting the economy are not as obstructive they might at first look. Nonetheless, the potentially undesirable effects on interest... 24th January 2008 · 1 min read
