Japan Data Response Machinery Orders (Aug.) & Consumer Confidence (Sep.) A surge in core machinery orders suggests that business investment should continue to recover. Meanwhile, a strong rebound in consumer confidence highlights that households remain willing to spend... 10th October 2013 · 1 min read
China Economics Update Inflation Monitor (Oct.) Consumer price inflation probably rebounded last month, thanks to a rise in vegetable price inflation. In general though, inflation in most areas is stable, with no sign that the economy’s summer... 10th October 2013 · 1 min read
Latin America Economics Update Brazil and Mexican inflation falls despite currency weakness So far there is no evidence that weak currencies are pushing up inflation in Latin America. Inflation edged down in both Brazil and Mexico in September and it should fall further over the next six... 9th October 2013 · 1 min read
Europe Economic Outlook Growth prospects improve, but crisis unresolved The European economy has shown further signs of recovery, with the euro-zone finally emerging from recession in the second quarter and other parts of the continent also faring better. But growth in... 8th October 2013 · 1 min read
Asia Economic Outlook China and India holding back regional rebound GDP growth in Emerging Asia over the next couple of years is likely to remain lacklustre by recent historical standards. The main reason for the subdued outlook is poor growth prospects in the region... 8th October 2013 · 1 min read
UK Economic Outlook Recovery, but the right sort? The recent concerns about the type of economic recovery underway in the UK are overdone. While the recovery still faces some major challenges, we do not believe that an over-reliance on the housing... 7th October 2013 · 1 min read
Latin America Economics Update Uruguayan authorities losing their grip on inflation It’s still early days, but on the basis of the latest data we remain sceptical that Uruguay’s recently revamped monetary policy will be any more successful at bringing inflation under control than the... 4th October 2013 · 1 min read
UK Economics Chart Pack Confidence in the recovery strengthens The economic recovery is becoming more entrenched, with GDP confirmed as having grown by 0.7% in Q2 and expansion evident across all three main sectors of the economy. Meanwhile, sentiment has risen... 3rd October 2013 · 1 min read
Europe Chart Pack Falling inflation increases scope for monetary easing The fall in euro-zone CPI inflation to 1.1% in September – its lowest rate since February 2010 – leaves it well below the ECB’s target of “below, but close to, 2%”. While falling energy inflation has... 2nd October 2013 · 1 min read
Europe Data Response Euro-zone Flash CPI (Sep.) September’s euro-zone flash CPI figures confirmed that the ECB enjoys plenty of room to loosen monetary policy further. 30th September 2013 · 1 min read
Japan Data Response Consumer Prices (Aug.) The ongoing rise in inflation is still mostly a reflection of the slump in the exchangeover the past year. While goods inflation has risen sharply, service inflation remainssubdued and the timelier... 27th September 2013 · 1 min read
Emerging Europe Economics Update Few signs of EM inflation pressures Emerging market inflation edged down in August and there’s little evidence to suggest that there will be a significant rise in price pressures over the coming months. 24th September 2013 · 1 min read
Canada Data Response Consumer Price Index (Aug.) The increased slack in the economy kept underlying inflation under wraps in August. With economic growth likely to remain sluggish through the rest of this year and inflation expectations well... 20th September 2013 · 1 min read
Nordic & Swiss Economics Update Norges Bank unlikely to hike before end-2014 Although the recent rise in inflation prompted the Norges Bank to bring forward its projected hikingcycle, we think that a slowdown in the economy will prevent the Bank hiking before the end of 2014. 19th September 2013 · 1 min read
US Data Response Consumer Prices (Aug.) We doubt that the fall in CPI inflation in August will prevent the Fed from announcing a tapering of its asset purchases at the conclusion of its two-day policy meeting tomorrow. Indeed, the risk of a... 17th September 2013 · 1 min read
UK Data Response Consumer Prices & Producer Prices (Aug.) & Lloyds sale August’s fall in CPI inflation marks another step towards the 2% rate we think it could reach early next year. An end to the squeeze on households’ real earnings remains in sight. 17th September 2013 · 1 min read
