Nordic & Swiss Economics Update Iceland: Outlook bleak, despite IMF rescue Iceland’s $4.6bn IMF-led rescue package will provide the economy with much-needed funds to help cover its external financing requirement. But it will not be enough to prevent a severe and prolonged... 20th November 2008 · 1 min read
UK Economics Focus Falling inflation won't prevent consumer slump. Falling inflation will provide a significant boost to households’ spending power over the coming quarters. However, we doubt that real household income growth will rebound strongly enough to prevent... 18th November 2008 · 1 min read
UK Economics Focus Falling inflation won't prevent consumer slump. Falling inflation will provide a significant boost to households’ spending power over the coming quarters. However, we doubt that real household income growth will rebound strongly enough to prevent... 18th November 2008 · 1 min read
Global Inflation Watch The return of deflation (Q3 2008) The world economy is heading for the worst recession since the 1930s and commodity prices still have further to fall. As a result, headline inflation is set to plummet and may well turn negative in... 12th November 2008 · 1 min read
Europe Economics Update German pay deal confirms diminishing price pressures The latest information on pay negotiations in Germany supports our view that any pick-up in wages growth in the coming months will be modest and short-lived. While this is bad news for German... 12th November 2008 · 1 min read
UK Economics Focus The rebirth of deflation The last year or so has seen widespread concerns that inflation has returned from the dead. But with global commodity prices falling and a deep recession in the UK economy set to create huge amounts... 11th November 2008 · 1 min read
Global Economics Update How much should we worry about deflation? It is increasingly likely that headline inflation will turn negative in many major economies at some point in the coming year. But whether this would be a bad thing or a good thing depends largely on... 3rd November 2008 · 1 min read
Nordic & Swiss Economics Update Norges Bank cuts rates and signals further falls to come The Norges Bank today cut interest rates for the second time this month and signalled that furthercuts are to come. But we continue to expect stronger economic fundamentals to ensure that rates... 29th October 2008 · 1 min read
Asia Economics Focus Japan heading for deflation again Inflation fears are rapidly being replaced by the very real chance of deflation in all the major economies. Indeed, we now expect Japanese inflation to turn negative again next year, averaging minus 0... 28th October 2008 · 1 min read
Japan Economics Focus Japan heading for deflation again Inflation fears are rapidly being replaced by the very real chance of deflation in all the major economies. Indeed, we now expect Japanese inflation to turn negative again next year, averaging minus 0... 28th October 2008 · 1 min read
UK Economics Update Bond market’s inflation expectations set to fall further If we are right in thinking that the UK economy will flirt with deflation next year, conventional bond yields could drop to very low levels. 16th October 2008 · 1 min read
UK Economics Focus The road to deflation? Inflation pressures across the world are set to fade rapidly over the coming months. Indeed, with oil prices plummeting, food prices set to fall and much weaker levels of demand and activity likely to... 16th October 2008 · 1 min read
Europe Economics Focus The road to deflation? Inflation pressures across the world are set to fade rapidly over the coming months. Indeed, with oil prices plummeting, food prices set to fall and much weaker levels of demand and activity likely to... 16th October 2008 · 1 min read
Global Economics Focus The road to deflation? Inflation pressures across the world are set to fade rapidly over the coming months. Indeed, with oil prices plummeting, food prices set to fall and much weaker levels of demand and activity likely to... 16th October 2008 · 1 min read
Nordic & Swiss Economics Update Norges Bank cuts rates; more to come The Norges Bank’s decision to cut interest rates for the first time in more than four years was drivenby the recent events in global financial markets. But with the outlook for economic... 15th October 2008 · 1 min read
