UK Economics Update Policymakers step up a gear UK policymakers last night announced that they are significantly stepping up their efforts to try to cushion the UK economy from the effects of the euro-zone crisis. The measures should help to ease... 15th June 2012 · 1 min read
China Chart Pack Stimulus to support investment rebound There were signs in May’s data that economic growth was stabilising. In particular, industrial output growth reversed a small part of the April slump. This was most likely the result of a pick-up in... 14th June 2012 · 1 min read
Japan Economics Update Monetary Indicators Monitor (May) Today we are launching a new monthly publication on the Japan service, the Monetary Indicators Monitor. The recent levelling out in the monetary base has been cited by many commentators as evidence... 14th June 2012 · 1 min read
Japan Economics Update Monetary Indicators Monitor (May) Today we are launching a new monthly publication on the Japan service, the Monetary Indicators Monitor. The recent levelling out in the monetary base has been cited by many commentators as evidence... 14th June 2012 · 1 min read
Middle East & North Africa Economics Update Egypt’s rates on hold as political conditions worsen The decision by Egypt’s Central Bank (CBE) to keep interest rates on hold was understandably overshadowed by rising tensions following today’s recommendation by the constitutional court that... 14th June 2012 · 1 min read
UK Housing Market Update Halfway through house prices' lost decade? Since mid-2006, successive upward and downward moves in house prices have almost exactly cancelled each other out. With house prices still expensive and earnings rising only slowly, there is a growing... 14th June 2012 · 1 min read
UK Markets Chart Pack Drop in gilt yields reflects more than safe-haven demand The further rally in UK government bonds over the last month – resulting in yields reaching new record lows – has mainly reflected an increase in global demand for safe-havens in the wake of the... 14th June 2012 · 1 min read
Latin America Economics Update Colombia: Intervention unlikely to significantly weaken peso Increased intervention by the Colombian authorities in the foreign exchange market may halt the appreciation of the peso, but it is unlikely to significantly weaken it. Instead, a drop in commodity... 14th June 2012 · 1 min read
US Housing Market Update A stronger outlook for house prices? The improvement in housing market activity has not only put a floor under house prices, but, in recent months, has driven them higher. With the big caveat that much depends on how severe the effects... 14th June 2012 · 1 min read
US Data Response Consumer Prices (May) & Current Account (Q1) Plummeting energy prices and favourable base effects drove headline CPI inflation below the Fed's 2.0% target in May, for the first time in 16 months. The annual rate actually fell to 1.7%, from 2.3%... 14th June 2012 · 1 min read
Middle East & North Africa Economics Update Middle East Markets Monitor (Jun.) The escalation in the euro-zone crisis and recent falls in the oil price have weighed heavily on the Arab region’s equity markets over the past month. Indeed, even if Dubai and Qatar are upgraded to... 14th June 2012 · 1 min read
Global Economics Update Will the G20 achieve anything in Mexico? The G20 leaders’ summit, to be held in Los Cabos next week, will once again be overshadowed by the euro-zone crisis. Apart from confirmation of a substantial increase in resources for the IMF, which... 14th June 2012 · 1 min read
Asia Economics Update Indian inflation rises but Reserve Bank still likely to cut rates Despite a rise in headline inflation in May, we think the Reserve Bank of India is likely to cut the repo rate by 25bp at its rate-setting meeting on Monday. The underlying inflation rate has not... 14th June 2012 · 1 min read
Asia Economics Update Renewed rate cuts likely in the Philippines by year-end The Philippines central bank (BSP) today left its main policy rate on hold at 4%, as expected. Although interest rates are likely to remain on hold for the next few months, with the crisis in the euro... 14th June 2012 · 1 min read
China Economics Update Property outlook brightens China seems to have avoided the deep property slump that many were predicting. But neither property prices nor real estate investment are likely to experience a sharp rebound. 14th June 2012 · 1 min read
