UK Housing Market Chart Pack London Housing Chart Book: London market stuck in neutral London’s housing market is stuck in neutral, as high prices and tumbling house price expectations drive buyers away from the market. Looking ahead, with those buyers who are still active already at... 21st December 2017 · 1 min read
Middle East & North Africa Economics Update Dollar peg fears ease, but Lebanon remains vulnerable The easing of political tensions in the region in recent weeks has reduced concerns about the sustainability of dollar pegs, supporting our view that fears of devaluations in the Gulf looked misplaced... 21st December 2017 · 1 min read
Asia Economics Weekly What to expect in 2018 Economic growth across most of Emerging Asia has rebounded strongly over the past year on the back of a surge in exports. But will this strong growth continue next year? In our final Weekly of the... 21st December 2017 · 1 min read
UK Data Response Public Finances (Nov.) November’s public finances figures brought more good news on the current health of the public finances. And we think that stronger GDP growth will result in a more rapid improvement further ahead. 21st December 2017 · 1 min read
Asia Economics Update A stellar 2017, repeat in 2018 unlikely Asian assets, especially equities, have had a strong year in 2017. However, a repeat performance in 2018 looks unlikely. 21st December 2017 · 1 min read
Japan Economics Weekly What could be done to lower private surpluses? Unless private sector surpluses fall, the planned increase in the sales tax in 2019 will result in weaker domestic demand. Incentives to increase investment spending or lift dividend payments would... 21st December 2017 · 1 min read
UK Data Response GfK/NOP Consumer Confidence The slight fall in the GfK/NOP measure of consumer confidence in December is not cause for alarm. Indeed, the forward-looking balances were unchanged. And with inflation now likely to be at its peak... 21st December 2017 · 1 min read
Australia & New Zealand Economics Weekly The risks to our 2018 forecasts Our money is on the Australian economy growing by 2.5% next year rather than 3.0%, which would mean growth is weaker than most expect and interest rates are likely to stay at 1.5%. If things are worse... 21st December 2017 · 1 min read
Australia & New Zealand Data Response New Zealand GDP (Q3) The good news is that the economy grew much faster in 2015 and 2016 than we all previously thought. The bad news is this makes the recent slowdown look a bit sharper and casts further doubt on the... 20th December 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report US crude stocks fell sharply again last week as refineries churned out more products and net imports dropped back. However, stocks of petroleum products are still rising meaning that some refineries... 20th December 2017 · 1 min read
US Chart Pack Economy doing well ahead of stimulus After back to back quarters of 3% plus growth, the economy is on track to expand by close to 3% annualised in the final quarter of the year as well. Consumption growth is rebounding, with control... 20th December 2017 · 1 min read
US Housing Market Data Response Existing Home Sales (Nov.) Existing home sales enjoyed a strong rise in November, with the 5.6% m/m gain taking sales to their highest level in almost 11-years. But that rise has cut inventory levels even further, and it is... 20th December 2017 · 1 min read
Canada Chart Pack Markets expecting more than one rate hike in 2018 The Bank of Canada’s decision to raise interest rates twice this year and the reminder by Governor Stephen Poloz last week that “the economy will need less monetary stimulus over time” have resulted... 20th December 2017 · 1 min read
UK Commercial Property Chart Pack Investment activity recovered in November It currently looks likely that both rental and capital value growth will end 2017 broadly in line with our forecasts – which seemed a little optimistic compared to the consensus for most of the year –... 20th December 2017 · 1 min read
Frontier Markets Wrap Frontier economies to strengthen in 2018 Frontier markets have enjoyed a recovery in 2017, with aggregate GDP growth set to reach close to 3%, up from a seven-year low of 2.3% in 2016. Frontiers in Latin America and Sub-Saharan Africa have... 20th December 2017 · 1 min read
