Asia Economics Weekly Suspension of democracy little help for Thailand 25th September 2006 · 1 min read
Japan Chart Pack Data not as poor as headlines suggest (Sep 06) The recent deterioration in market sentiment towards the Japanese economy is largely unjustified. The jury is still out on the consumer sector following a string of weak numbers, but we suspect that... 24th September 2006 · 1 min read
UK Economics Update Industrial surveys will soon respond to global slowdown 21st September 2006 · 1 min read
US Chart Pack Falling gasoline prices will provide small boost (Sep 06) 21st September 2006 · 1 min read
UK Economics Focus How far can retailers widen their margins? The recent combination of rising cost pressures and subdued inflation on the high street implies that retailers’ margins have borne the brunt of the rises in energy costs. With a recovery in retail... 20th September 2006 · 1 min read
UK Economics Focus How far can retailers widen their margins? The recent combination of rising cost pressures and subdued inflation on the high street implies that retailers’ margins have borne the brunt of the rises in energy costs. With a recovery in retail... 20th September 2006 · 1 min read
Asia Economics Update Thai coup presents only limited buying opportunity 20th September 2006 · 1 min read
US Housing Market Focus Housing, inflation and the US economy: an update of our views For close to a year now we have been predicting that a sharp housing-led slowdown in US economic growth would take hold in 2007. However, two recent developments have convinced us that the slowdown... 19th September 2006 · 1 min read
