Asia Economics Update China’s current account eases, but hot money fears remain Today’s release of China’s balance of payments figures for 2007 provides no firm answers to the question of whether hot capital inflows are flooding the country. Growth of the trade surplus has slowed... 5th June 2008 · 1 min read
Global Economics Update World trade slowing, but unlikely to collapse Developments in world trade are one indication of the ability of the global economy to “decouple” from the recession in the US. The most recent numbers are fairly reassuring. We expect the pace of... 24th April 2008 · 1 min read
Asia Economics Update A bright outlook for China, and an even brighter past The fall in China’s trade surplus in the first quarter is evidence of economic strength within China, not of its vulnerability to a slowdown elsewhere. What’s more, today’s revisions to the official... 10th April 2008 · 1 min read
Global Economics Focus Australia & Canada: explaining contrasting monetary policies The contrasting monetary polices being pursued by the Bank of Canada and the Reserve Bank of Australia (RBA) are a good illustration of why only countries with strong trade and financial links to the... 5th March 2008 · 1 min read
UK Economics Update Exporters' greed may prevent the pound from boosting growth Early signs that UK exporters are using the fall in the pound to boost their profit margins rather than their competitiveness could mean that the lower exchange rate does not lead to the rebalancing... 12th February 2008 · 1 min read
UK Economics Focus Is imported deflation at an end? The rise in UK import prices in the last three years is a one-off and does not mean that imported deflation has come to an end. The UK is likely to benefit from the lower level of costs in countries... 2nd August 2007 · 1 min read
UK Economics Focus Influx of migrants to widen current account deficit National Statistics’ estimates of the amount of money sent abroad by migrants, or “remittances”, take no account of the large rise in the size of the UK’s migrant population in recent years and are... 6th June 2007 · 1 min read
UK Economics Focus Is the current account about to get a whole lot worse? In recent years the UK’s external position has benefited greatly from a strong net inflow of income on its overseas investments. But changing economic conditions such as a US-led global slowdown could... 20th November 2006 · 1 min read