UK Economics Update Far too early for a labour market recovery Activity in the labour market appears to have shared somewhat in the improvement seen in the wider economy over the past month or two. However, the lagging nature of unemployment means that it is far... 6th May 2009 · 1 min read
UK Economics Chart Pack The worst is over The past month has brought further signs of improvement in most of the forward-looking economic indicators. It therefore seems increasingly likely that the worst of the recession was seen in Q1. For... 6th May 2009 · 1 min read
Emerging Europe Economics Update Romanian cut surprises, but pace of easing will be slow 6th May 2009 · 1 min read
Europe Economics Update Norwegian interest rates unlikely to fall much further Today’s further cut in interest rates by the Norges Bank has brought rates close to their likely trough. But with the risk of deflation remaining pretty small and the economy still on track for one of... 6th May 2009 · 1 min read
Europe Data Response Euro-zone Retail Sales (Mar.) & Final Composite PMI (Apr.) 6th May 2009 · 1 min read
UK Commercial Property Update How significant is the upturn in commercial property sentiment? Sentiment towards commercial property has improved of late and some anecdotal evidence suggests that yields have stabilised. However, to date, the improvement in sentiment appears modest and the... 6th May 2009 · 1 min read
Nordic & Swiss Economics Update Norwegian interest rates unlikely to fall much further Today’s further cut in interest rates by the Norges Bank has brought rates close to their likely trough. But with the risk of deflation remaining pretty small and the economy still on track for one of... 6th May 2009 · 1 min read
China Economics Focus Can China grow by 8% this year? Signs of recovery in China have bolstered confidence that the economy can achieve or beat the government’s target of 8% GDP growth in 2009. But we suspect that China is growing more slowly than the... 6th May 2009 · 1 min read
UK Housing Market Chart Pack Activity rises, but floor for house prices is a long way off (May 09) 5th May 2009 · 1 min read
Europe Economics Update ECB's survey points to slower pace of credit tightening The Fed’s latest Senior Loan Officer Survey suggested that constraints on the supply of credit in the US have eased in the second quarter. (See our US Economics Update “Fed’s survey suggests credit... 5th May 2009 · 1 min read
Asia Economics Update RBA holds for now, but rates have yet to bottom out Signs of stabilisation in the global economy and in domestic confidence convinced the Australian central bank to hold its policy rate steady today. But we feel the RBA is underestimating the weakness... 5th May 2009 · 1 min read
