Europe Data Response German Industrial Production & Trade (Sep.) September’s German industrial and trade data bode pretty well for the third quarter. But given slowing global demand and the euro’s strength, a sharper slowdown in industrial and external activity... 8th November 2010 · 1 min read
US Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
UK Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Global Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Latin America Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Japan Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Global Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Europe Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Emerging Europe Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Asia Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
UK Data Response CBI Distributive Trades Survey (Oct.) October’s CBI distributive trades survey suggested that retail spending is still picking up at a rapid rate, but evidence from other sources – including the official sales data – indicate that... 28th October 2010 · 1 min read
Emerging Europe Economics Focus Russia unlikely to remain a 'super saver' for very long We expect the current account surpluses of most of the world’s ‘super savers’ to fall only gradually over the next few years. Russia, however, is the exception. If oil prices drop back to $60pb over... 27th October 2010 · 1 min read
Global Economics Update World trade recovery to weaken in 2011-12 The latest CPB Trade Monitor shows global trade picked up in August, but that the pace of recovery has already slowed sharply this year. We believe trade growth will ease further in coming months and... 27th October 2010 · 1 min read
Japan Data Response External Trade (Sep.) Japan’s exports were broadly unchanged in the third quarter, marking an end to the string of large positive contributions to GDP growth from net trade. For now at least, consumer spending and... 25th October 2010 · 1 min read
Europe Data Response Euro-zone Trade (Aug.) & CPI (Final, Sep.) August’s euro-zone trade figures suggest that the region is coping with slowing global demand pretty well for now. But with the euro appearing increasingly likely to be a major loser in any global... 15th October 2010 · 1 min read
US Data Response International Trade (Aug.) & PPI (Sep.) The widening in the international trade deficit in August, and in particular the jump in the bilateral deficit with China to a record high, will only fuel growing speculation of a currency war. 14th October 2010 · 1 min read
