Japan Chart Pack Already past the worst? (Jan 08) Japan is not currently in recession as commonly defined (that is, two quarters of negative growth, or a year-on-year decline). But the level of GDP failed to recover fully in the third quarter of last... 24th January 2008 · 1 min read
Europe Economics Update ECB to cut rates to 3.0% We argued back in December that expectations that the ECB would raise interest rates this year would prove to be wrong. With economic activity in the region continuing to cool and other central banks... 23rd January 2008 · 1 min read
Global Economic Outlook How bad could it get? (Q1 2008) Conditions in credit markets have improved in many respects, but the fog is clearing to reveal a fundamentally weak global economy. Indeed, the financial markets are rushing to price in a full-blown... 23rd January 2008 · 1 min read