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UK Economics > UK Economics Weekly — Is a recovery in exports finally underway?UK Consumer > UK Consumer Data Response — GfK/NOP Consumer Confidence (Feb.)Africa Economics > Africa Chart Book — Delay to Nigeria’s election puts naira under pressureJapan Economics > Japan Data Response — Industrial Production, Retail Sales, Unemployment, Household Spending & Consumer Prices (Jan.)US Economics > US Chart Book — Brief deflation won't hold up the FedEuropean Economics > European Data Response — Euro-zone EC Survey (Feb.)This article appears in multiple services — GDP: Second Estimate & Expenditure Breakdown (Q4)Emerging Asia Economics > Emerging Asia Economics Update — Tight labour market in Taiwan providing boost to consumptionThis article appears in multiple services — Deflation to have limited impact on pay roundJapan Economics > Japan Economics Update — Should we be worried about the negative saving rate?
US Economics > US Data Response — Conference Board Consumer Confidence (Feb.)UK Consumer > UK Consumer Data Response — CBI Distributive Trades Survey (Feb.)UK Consumer > UK Consumer Monthly — Retail sales recovery to remain robustCanada Economics > Canada Data Response — Retail Sales (Dec 14)UK Cities & Regions > UK Cities & Regions Chart Book — Familiar growth differences re-emergeEmerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment & Ind. Prod. (Jan.)Global Economics > Global Economics Update — Are consumers spending their oil windfall?US Economics > US Data Response — Uni. of Mich. Consumer Confidence (Feb.)Emerging Europe Economics > Emerging Europe Economics Focus — Is Russia doomed?US Economics > US Data Response — Retail Sales (Jan.)
UK Consumer > UK Consumer Analyst — Fall in energy prices to keep consumer recovery goingUS Economics > US Economic Outlook — Recent market moves a net positive for GDP growthUK Consumer > UK Consumer Data Response — BRC Retail Sales Monitor (Jan.)UK Economics > UK Economics Focus — Can the economic recovery maintain its pace?Japan Economics > Japan Data Response — Economy Watchers Survey (Jan.)Japan Economics > Japan Data Response — Consumer Confidence (Jan.)Global Economics > Global Economics Chart Book — Global growth rate set to recoverEnergy > Energy Data Response — US Weekly Petroleum Status ReportUK Economics > UK Economics Chart Book — Economy starts 2015 on a surer footingCanada Economics > Canada Economics Weekly — Household balance sheet risks unevenly spread
US Economics > US Data Response — GDP (Q4 1st Estimate)UK Consumer > UK Consumer Update — Household Borrowing Monitor (Jan.)UK Consumer > UK Consumer Data Response — GfK/NOP Consumer Confidence (Jan.)Japan Economics > Japan Data Response — Consumer Prices, Unemployment, Industrial Production & Household Spending (Dec.)US Housing > US Housing Market Update — Next refinancing boom won’t be as big as the lastUK Consumer > UK Consumer Data Response — CBI Distributive Trades Survey (Jan.)European Economics > European Data Response — Euro-zone EC Survey (Jan.)Japan Economics > Japan Data Response — Retail Sales (Dec.)US Economics > US Data Response — Conference Board Consumer Confidence (Jan.)UK Consumer > UK Consumer Monthly — Recovery set to strengthen in 2015
European Economics > European Economics Weekly — Two cheers for the ECBThis article appears in multiple services — Euro-zone QE largely positive for UKEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q1 2015)UK Cities & Regions > UK Cities & Regions Chart Book — Labour market recovery remains patchyUS Economics > US Chart Book — Consumer confidence soaringIndia Economics > India Chart Book — Further rate cuts are on the wayGlobal Economics > Global Economic Outlook — Oiling the wheelsEuropean Economics > European Economic Outlook — Crisis 2.0?US Economics > US Economics Update — Drop in gasoline prices will help drive vehicle salesEuropean Economics > European Data Response — German ZEW & Euro-zone Bank Lending Survey (Jan.)
Japan Economics > Japan Data Response — Consumer Confidence (Dec.)European Economics > European Economics Weekly — SNB move is a heavy blow for the Swiss economyUS Economics > US Data Response — Uni. of Mich. Consumer Confidence (Jan.)Emerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeUK Consumer > UK Consumer Data Response — BRC Retail Sales Monitor (Dec.)Middle East & North Africa Economics > Middle East Watch — How the fall in oil prices will benefit North AfricaJapan Economics > Japan Data Response — Economy Watchers Survey (Dec.)This article appears in multiple services — Will the UK experience deflation too?China Economics > China Data Response — Consumer & Producer Prices (Dec.)European Economics > European Chart Book — Deflation will last longer this time
Global Economics > Global Economics Chart Book — Cheap oil to slash inflation and bolster growthEuropean Economics > European Data Response — Euro-zone EC Survey (Dec.) & EZ Retail Sales (Nov.)Emerging Europe Economics > Emerging Europe Data Response — Economic Sentiment Indicators (Dec.)Japan Economics > Japan Economics Update — Benefits from Japan’s tourism boom remain limitedIndia Economics > India Watch — Cause for optimism in 2015This article appears in multiple services — Oil price decline to bolster recovery in 2015UK Consumer > UK Consumer Update — Household Borrowing Monitor (Dec.)Japan Economics > Japan Economics Update — Demographic headwinds are picking upUK Consumer > UK Consumer Update — Outlook remains bright for consumer recoveryThis article appears in multiple services — 2015: Another year of strength?
European Economics > European Economics Weekly — A predictably weak yearUK Consumer > UK Consumer Data Response — GfK/NOP Consumer Confidence (Dec.)India Economics > India Chart Book — Reasons for optimism as 2014 endsUK Consumer > UK Consumer Monthly — Lower oil prices grease the wheels of recoveryUK Cities & Regions > UK Cities & Regions Chart Book — Bigger regional differences to re-emerge soonEmerging Markets Economics > Emerging Markets Economics Chart Book — 2015 shaping up to be another lacklustre yearUS Economics > US Economic Outlook — Fed can't delay for much longerUS Economics > US Data Response — Uni. of Mich. Consumer Confidence (Dec.)European Economics > European Data Response — Ireland GDP (Q3)Japan Economics > Japan Data Response — Consumer Confidence (Nov.)
UK Consumer > UK Consumer Data Response — BRC Retail Sales Monitor (Nov.)Japan Economics > Japan Data Response — Economy Watchers Survey (Nov.)Global Economics > Global Economics Update — Lower oil prices to benefit US consumers the mostEuropean Economics > European Data Response — Euro-zone GDP Breakdown (Q3)UK Consumer > UK Consumer Update — Autumn Statement unlikely to transform consumer recoveryGlobal Economics > Global Economics Chart Book — Slump in oil price to support global growth in 2015This article appears in multiple services — Real pay recovery finally gets underwayUK Economics > UK Economics Focus — Autumn Statement 2014: Staying the courseCanada Economics > Canada Economics Update — Faster household spending growth likely in Q4UK Consumer > UK Consumer Update — Household Borrowing Monitor (Nov.)
This article appears in multiple services — What does the Chancellor have up his sleeve?UK Consumer > UK Consumer Data Response — GfK/NOP Consumer Confidence (Nov.)Japan Economics > Japan Data Response — Consumer Prices, Unemployment, Industrial Production & Retail Sales (Oct.)China Economics > China Chart Book — PBOC may be resuming FX interventionUS Economics > US Economics Weekly — A bumper holiday shopping season in storeUS Economics > US Data Response — Durable Goods/Personal Inc. & Spending (Oct.)UK Consumer > UK Consumer Data Response — CBI Distributive Trades Survey (Nov. & Q4)This article appears in multiple services — GDP Second Estimate (Q3)Emerging Asia Economics > Emerging Asia Chart Book — Retail spending picks up, but recovery unevenCanada Economics > Canada Data Response — Retail Sales (Sep.)
US Economics > US Data Response — Conference Board Consumer Confidence (Nov.)US Economics > US Chart Book — Slump in gasoline prices an unexpected boonEmerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment & Ind. Prod. (Oct.)Emerging Europe Economics > Emerging Europe Economics Focus — Russia: slowdown in consumer spending is here to stayUK Consumer > UK Consumer Monthly — End of real wage squeeze boosts spendingEuropean Economics > European Economics Focus — Will lower oil prices end Norway’s long boom?Emerging Markets Economics > Emerging Markets Economics Chart Book — Lower commodity prices bring mixed news for EMsUK Consumer > UK Consumer Analyst — Real income revival to spur recoveryEuropean Economics > European Economics Update — Debt still a drag on Dutch household spendingUS Economics > US Data Response — Uni. of Mich. Consumer Confidence (Nov.)
US Economics > US Data Response — Retail Sales (Oct.)China Economics > China Data Response — Fixed investment, industrial output, retail sales (Oct.)Emerging Asia Economics > Emerging Asia Economics Update — Korean interest rates to remain on hold until mid-2015UK Consumer > UK Consumer Update — Are real wages rising faster than the official figures suggest?Emerging Asia Economics > Emerging Asia Economics Focus — The Asian consumer growth story is far from overUK Consumer > UK Consumer Data Response — BRC Retail Sales Monitor (Oct.)Japan Economics > Japan Data Response — Economy Watchers Survey (Oct.)Japan Economics > Japan Data Response — Consumer Confidence (Oct.)US Economics > US Economics Update — Conditions in place for consumption growth to accelerateUK Consumer > UK Consumer Update — Consumer recovery not dependent on PPI payments
Emerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q4 2014)Global Economics > Global Economics Chart Book — Growth is slowing (but not collapsing)This article appears in multiple services — Significant slowdown still looks unlikelyEuropean Economics > European Data Response — Euro-zone Retail Sales (Sep.) & Final PMIs (Oct.)UK Consumer > UK Consumer Data Response — GfK/NOP Consumer Confidence (Oct.)Japan Economics > Japan Data Response — Unemployment, Household Spending & Inflation (Sep.)European Economics > European Data Response — Euro-zone EC Survey (Oct.)China Economics > China Chart Book — Bank lending under pressure from new deposit rulesUK Consumer > UK Consumer Update — Household Borrowing Monitor (Oct.)US Economics > US Data Response — Conference Board Consumer Confidence (Oct.)
Japan Economics > Japan Data Response — Retail Sales (Sep.)Canada Economics > Canada Economic Outlook — Lower oil price adds to risksUK Consumer > UK Consumer Data Response — CBI Distributive Trades Survey (Oct.)European Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Sep.)This article appears in multiple services — Consumers to remain upbeat despite asset price fallsUK Consumer > UK Consumer Monthly — Consumers continue to benefit from easing inflationUS Economics > US Chart Book — Drop in jobless claims illustrates labour market strengthThis article appears in multiple services — Retail Sales (Sep.)China Economics > China Economics Update — Will falling house prices hurt consumption?US Economics > US Data Response — Uni. of Mich. Consumer Confidence (Oct.)
UK Consumer > UK Consumer Update — Lower commodity prices to bolster consumer recoveryUS Economics > US Data Response — Retail Sales (Sep.), Empire State (Oct.) & PPI (Sep.)UK Consumer > UK Consumer Data Response — BRC Retail Sales Monitor (Sep.)European Economics > European Economic Outlook — Stalled recovery adds to pressure on policymakersChina Economics > China Economics Update — “Occupy Central” not the only headwind to Hong Kong’s economyUS Economics > US Economics Weekly — Drop in yields and oil price trump higher dollarJapan Economics > Japan Data Response — Consumer Confidence (Sep.)Japan Economics > Japan Data Response — Economy Watchers Survey (Sep.)This article appears in multiple services — Industrial Prod. (Aug.) & BoE Credit Conditions Survey (Q3)This article appears in multiple services — Recovery aggravates existing imbalances