UK Economics Focus Has manufacturing really reinvented itself? The structural reforms undertaken by manufacturers over the past decade are likely to cushion the blow from the global and domestic slowdowns. But the sector is still likely to enter a recession this... 22nd January 2008 · 1 min read
UK Economics Update Equities catch up with economic reality The recent falls in the UK stockmarket have been part of a global phenomenon which has its roots in the downturn in the US economy and the potential knock-on effects on economies and financial markets... 22nd January 2008 · 1 min read
Asia Economics Update Bank of Japan signals next move in rates is still up 22nd January 2008 · 1 min read
Japan Economics Update Bank of Japan signals next move in rates is still up The Bank of Japan left rates on hold after its regular meeting today, as was universally expected. The main interest therefore lies in the Bank’s latest assessment of the economy and in Governor Fukui... 22nd January 2008 · 1 min read
UK Economics Update Have interest rate expectations fallen too far? Expectations for UK interest rates have plummeted over the last few weeks. While we think that rates will eventually have to fall a long way, there must now be a risk that “hawkish” communications... 21st January 2008 · 1 min read
UK Economics Focus The final blow for consumers? We are confident that the housing market slowdown will bring the recent strong rates of household spending growth to an end. At the same time, we are optimistic that aggressive interest rate cuts will... 21st January 2008 · 1 min read
UK Economics Focus The final blow for consumers? We are confident that the housing market slowdown will bring the recent strong rates of household spending growth to an end. At the same time, we are optimistic that aggressive interest rate cuts will... 21st January 2008 · 1 min read
UK Economics Chart Pack Has the spending slowdown arrived? (Jan 08) Even aggressive price discounting is not tempting consumers to part with their cash. Interpreting sales figures at this time of year should be done with caution, due to problems with seasonal... 18th January 2008 · 1 min read
