Cookies on the
Capital Economics
Website
We use cookies to ensure that we give you the best experience on our website. Click continue to confirm that you are happy to continue to receive cookies on the Capital Economics website. Alternatively, if you would like to, you can change your cookie settings.

Capital Economics

The leading macroeconomic research consultancy

Credit

Articles
Search by region:
US Economics > US Economics Update — Monetary Indicators Monitor (Mar.)China Economics > China Economics Update — A broad RRR cut is unlikely to come soonChina Economics > China Data Response — Lending, credit (Mar.) & FX reserves (Q1)Middle East & North Africa Economics > Middle East Economic Updates — How sustainable is the Saudi consumer credit boom?UK Housing > UK Housing Market Data Response — Bank of England Credit Conditions Survey (Q1 14)UK Commercial Property > UK Commercial Property Data Response — Bank of England Credit Conditions Survey (Q1 14)UK Markets > UK Data Response — CIPS Report on Services (Mar.) & Credit Con. Survey (Q1.)Japan Economics > Japan Economics Update — Is bank lending a reliable gauge of Japan's economy?UK Commercial Property > UK Commercial Property Focus — Four reasons to be positive about property lending prospectsJapan Economics > Japan Economics Update — Monetary Indicators Monitor (Feb.)
China Economics > China Data Response — Bank Lending & Broad Credit (Feb.)UK Economics > UK Economics Update — Monetary Indicators Monitor (Feb. 14)UK Commercial Property > UK Commercial Property Data Response — Lending to commercial property (Jan. 14)Emerging Europe Economics > Emerging Europe Economics Update — How much financial support does Ukraine need?US Economics > US Economics Update — Monetary Indicators Monitor (Jan.)China Economics > China Economics Update — Inflation Monitor (Feb.)China Economics > China Economics Update — People’s Bank signals credit risks remain prime concernChina Economics > China Chart Book — Credit risks remain highChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Jan.)Japan Economics > Japan Data Response — Senior Loan Officer Survey (Q4)
Global Economics > Global Monetary Indicators Monitor — Monetary aggregates gradually recoveringJapan Economics > Japan Economics Weekly — Monetary Indicators Monitor (Dec.)US Economics > US Economics Update — Monetary Indicators Monitor (Dec.)China Economics > China Data Response — Lending, credit (Dec.) & FX reserves (Q4)UK Commercial Property > UK Commercial Property Data Response — Bank of England Credit Conditions Survey (Q4 13)UK Housing > UK Housing Market Data Response — Bank of England Credit Conditions Survey (Q4 13)China Economics > China Data Response — Manufacturing PMIs (Dec.)China Economics > China Data Response — Lending & Outstanding Credit (Nov.)Japan Economics > Japan Economics Update — Monetary Indicators Monitor (Nov.)Emerging Markets Economics > Emerging Markets Economics Focus — How might policymakers react when the EM credit bubble bursts?
This article appears in multiple services — Monetary Indicators Monitor (Nov.)Latin America Economics > Latin America Update — Brazil’s credit binge will have painful consequencesMiddle East & North Africa Economics > Middle East Economic Updates — Risks from rapid Saudi credit growth look manageableJapan Economics > Japan Economics Update — Monetary Indicators Monitor (Oct.)China Economics > China Economics Update — State sector pulls backChina Economics > China Watch — How big a problem is local government debt?European Economics > European Chart Book — ECB likely to soften stance but refrain from actionUS Economics > US Economics Update — Rising borrowing costs hit demand for loansLatin America Economics > Latin America Update — Debt overhang a risk on horizon for parts of Latin AmericaEuropean Economics > European Economics Focus — Can the euro-zone enjoy a "creditless recovery"?
Japan Economics > Japan Economics Update — Monetary Indicators Monitor (Sep.)China Economics > China Economics Update — Welcome slowdown in credit, but inflation risingThis article appears in multiple services — Ind. Prod. & Trade (Aug.), Credit Cond. Survey (Q3)This article appears in multiple services — Monetary Indicators Monitor (Sep.)Middle East & North Africa Economics > Middle East Economic Updates — Should we be concerned about credit growth in the Gulf?US Economics > US Economics Update — Household net worth continues to reboundEmerging Asia Economics > Emerging Asia Economics Focus — Credit slowdown set to weigh on Thailand’s growthJapan Economics > Japan Economics Update — Cross-border lending exposes Japanese banks to new risksEmerging Markets Economics > Emerging Markets Financial Risk Monitor — Little threat of a systemic EM crisisCanada Economics > Canada Economics Update — Credit Monitor (Jul.)
Emerging Europe Economics > Emerging Europe Economics Update — Turkish growth comes with mounting risksChina Economics > China Economics Update — Chinese recovery built on weak foundationsJapan Economics > Japan Chart Book — Recovery entering a slower phaseChina Economics > China Watch — Is China suffering from deflation?European Economics > European Data Response — Euro-zone Flash PMIs (Jul.) & ECB Bank Lending Survey (Q2)European Economics > European Economics Weekly — Mounting strains on the ESMChina Economics > China Data Response — Lending & Outstanding Credit (Jun.)US Economics > US Economics Weekly — Limited economic impact from higher borrowing costsThis article appears in multiple services — Bank of England Credit Conditions Survey (Q2 13)UK Cities & Regions > UK Cities & Regions Update — England’s larger cities will gain more, relatively, from the new SLGF
UK Consumer > UK Consumer Update — Household Borrowing Monitor (May)Emerging Europe Economics > Emerging Europe Economics Update — Credit conditions still tightChina Economics > China Watch — A brief primer on China's interbank marketEuropean Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (May 13)Emerging Markets Economics > Emerging Markets Financial Risk Monitor — QE tapering unlikely to trigger an EM crisisChina Economics > China Economics Update — Reckless policymaking hints at appetite for reformJapan Economics > Japan Economics Update — Monetary Indicators Monitor (May)Canada Economics > Canada Economics Update — Households' showing signs of borrowing fatigueChina Economics > China Economics Update — Cash crunch signals policymakers’ credit concernsEmerging Europe Economics > Emerging Europe Economics Update — Lower interest rates not a panacea to Russia’s problems
China Economics > China Economics Update — Rebound remains elusiveThis article appears in multiple services — CIPS/Markit Report on Manufacturing (May) & FLS data (Q1)US Economics > US Economics Weekly — Fears about student loans still look overdoneUK Consumer > UK Consumer Update — Household Borrowing Monitor (Apr. 13)US Economics > US Economics Update — US lending furtherEmerging Europe Economics > Emerging Europe Economics Update — Parent bank deleveraging easingChina Economics > China Data Response — Lending (Apr.)Emerging Markets Economics > Emerging Markets Economics Update — EM debt: where do the risks lie?US Economics > US Economics Update — Banks still loosening lending standardsThis article appears in multiple services — Monetary Indicators Monitor (Apr.)
UK Consumer > UK Consumer Update — Household Borrowing Monitor (Mar.)Emerging Asia Economics > Emerging Asia Economics Weekly — Is a credit bubble forming in Indonesia?European Economics > European Economics Update — Deleveraging in Denmark: what lessons for other Nordics?UK Economics > UK Economics Update — Limited reforms to FLS don't transform the lending outlookEmerging Markets Economics > Emerging Markets Economics Focus — Introducing the Capital Economics Risk IndicatorChina Economics > China Data Response — Lending (Mar.) & FX reserves (Q1)This article appears in multiple services — Credit Conditions Survey & Housing Equity Withdrawal (Q1)China Economics > China Economics Update — China moves to manage shadow banking risksUS Economics > US Economics Update — US net debt to foreigners still manageableLatin America Economics > Latin America Update — Limits to credit-driven growth come into focus
China Economics > China Economics Update — Economic rebound may already be stallingUS Economics > US Economics Update — Potential student loan losses are not a systemic concernThis article appears in multiple services — Funding for Lending Scheme not boosting lending yetUK Consumer > UK Consumer Update — Household Borrowing Monitor (Jan.)US Economics > US Economics Update — US banks well placed to boost lending furtherThis article appears in multiple services — Could the downgrade be a good thing?This article appears in multiple services — Rating downgrade underlines economic weaknessChina Economics > China Economics Update — Hooked on creditMiddle East & North Africa Economics > Middle East Watch — Sluggish Egyptian economy reduces prospect of IMF dealChina Economics > China Economics Update — Surge in credit causes headache for policymakers
Africa Economics > Africa Economics Update — Is the talk of a return to "original sin" justified?Latin America Economics > Latin America Update — Fading credit boom takes the shine off Latin AmericaChina Economics > China Economics Update — Stalling credit growth points to limited economic reboundUK Commercial Property > UK Commercial Property Data Response — Credit Conditions Survey (Q4) & Construction PMI (Dec.)UK Economics > UK Data Response — Credit Conditions Survey (Q4) & Productivity (Q3)China Economics > China Data Response — Lending and total social financing (Nov.)US Economics > US Economics Weekly — Households still paying down debtThis article appears in multiple services — CIPS/Markit Report on Manuf. (Nov.) & FLS usage (Q3)US Economics > US Economics Weekly — Concerns over student loans overdoneUK Consumer > UK Consumer Update — Household Borrowing Monitor (Oct.)
European Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Oct. 12)European Economics > European Economics Update — French downgrade highlights troubles in the coreChina Economics > China Economics Update — Slow loan growth no concern given signs of economic recoveryLatin America Economics > Latin America Update — Bank failures reflect previous financial excessesUK Consumer > UK Consumer Update — PPI payments still not a game-changer for spending outlookThis article appears in multiple services — Is rapid credit growth in Asia something to be worried about?UK Consumer > UK Consumer Update — Household Borrowing Monitor (Sep.)Canada Economics > Canada Economics Weekly — Canada not immune to potential sub-prime problemsChina Economics > China Economics Update — Imports point to continued weakness at end-Q3China Economics > China Data Response — Lending and total social financing (Sep.)
Emerging Europe Economics > Emerging Europe Economics Update — Is Russia's credit growth a cause for concern?UK Consumer > UK Consumer Update — Household Borrowing Monitor (Aug.)Emerging Asia Economics > Emerging Asia Economics Focus — Is Indonesia overheating?Japan Economics > Japan Economics Update — Tankan consistent with GDP contractionEuropean Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Aug.)This article appears in multiple services — Credit Conditions Survey (Q3)Latin America Economics > Latin America Update — Mexican credit growth to support outperformanceEmerging Europe Economics > Emerging Europe Economics Update — Threat of financial contagion eases, but risks remainLatin America Economics > Latin America Update — Pace of credit growth still a cause for concernJapan Economics > Japan Economics Update — Monetary Indicators Monitor (Aug.)
China Economics > China Data Response — Lending, broad credit growth (Aug.)UK Consumer > UK Consumer Update — Respite in bad debts unlikely to lastUK Consumer > UK Consumer Update — Household Borrowing Monitor (Jul.)Emerging Asia Economics > Emerging Asia Economics Update — Scandal highlights problems with Vietnam's banking sectorEuropean Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Jul.)This article appears in multiple services — Fiscal dilemma intensifiesUS Economics > US Economics Focus — Are student loans the next bubble?Global Economics > Global Economics Focus — What more can central banks do?US Economics > US Economics Update — Fed will want to satisfy surging mortgage demandUK Consumer > UK Consumer Analyst — Real pay finally to start rising
UK Consumer > UK Consumer Update — Household Borrowing Monitor (Jun.)This article appears in multiple services — Massive revision needed to alter the big pictureThis article appears in multiple services — Fears about impact of downgrade overdoneChina Economics > China Watch — An end to renminbi appreciation?European Economics > European Economics Update — Spanish bail-out will leave little in the potEuropean Economics > European Economics Update — Is Greece about to move back into the spotlight?UK Consumer > UK Consumer Monthly — Jubilee boost short-livedMiddle East & North Africa Economics > Middle East Chart Book — Price pressures have eased across the Middle EastJapan Economics > Japan Economics Update — Loan demand rises in response to government policyJapan Economics > Japan Chart Book — Recovery on hold as economy continues to slow