UK Economics Update UK rates still heading for 4% Today’s decision by the Monetary Policy Committee to leave interest rates on hold was purely a matter of timing. With the Committee apparently agreed that a significant monetary loosening is required... 10th January 2008 · 1 min read
Europe Economics Update German wage negotiations not a major threat to inflation Wage negotiations begin in Germany today between employers and the services and public sector unions Ver.di and DBB. The unions’ demands for an 8% pay rise have raised concerns over the buildup of a... 10th January 2008 · 1 min read
Emerging Europe Economics Update Russia: Stronger ruble key to cooling inflation 9th January 2008 · 1 min read
Europe Data Response German Industrial Prod'n, Trade Bal. & Retail Sales (Nov.) 9th January 2008 · 1 min read
Europe Economics Update DAX outperformance no longer supported by economics The outperformance of the German equity market relative to its European neighbours like France no longer appears to be supported by the latest economic indicators. 9th January 2008 · 1 min read
Global Economics Update Can rising equities offset lower house prices? Some commentators have suggested that the positive wealth effect from a possible recovery in equity markets might go a long way towards offsetting the negative impact of lower house prices. This would... 8th January 2008 · 1 min read
Emerging Europe Economics Focus Can Emerging Europe weather a global slowdown? Emerging Europe looks well placed to weather a global economic slowdown in 2008. But there are significant risks to the outlook and it would be complacent to assume that the region can sail through a... 8th January 2008 · 1 min read
UK Data Response UK BRC Retail Sales Monitor & Halifax House Prices (Dec.) 8th January 2008 · 1 min read
UK Data Response UK BRC Retail Sales Monitor & Halifax House Prices (Dec.) 8th January 2008 · 1 min read