Global Economic Outlook Green shoots or false dawn? (Q2 09) The arrival of spring has seen a blossoming of confidence in global financial markets, but this optimism seems premature. 14th April 2009 · 1 min read
UK Housing Market Update Affordability has improved, but the correction is far from over This morning’s Daily Telegraph reported that, according to Lombard Street Research, housing affordability is now better than its long-term average. That much is uncontroversial. However, we disagree... 14th April 2009 · 1 min read
Europe Economics Weekly Lower loan rates might provide some respite... eventually 13th April 2009 · 1 min read
Asia Economics Weekly No longer sinking, but China is still in the doldrums 13th April 2009 · 1 min read
UK Economics Update MPC stays tight-lipped on QE With Mervyn King signalling already that interest rates were unlikely to fall again, this MPC meeting was all about the unconventional policy measures - so-called “quantitative easing” or QE -... 9th April 2009 · 1 min read
Global Markets Outlook Markets could soon lose their appetite for risk again Risk appetite has begun to return, but the economic and financial backdrop remains unusually uncertain. A renewed deterioration in the economic data, disappointing corporate earnings or fresh shocks... 9th April 2009 · 1 min read
Capital Daily Bank of England likely to stick with existing targets for QE 9th April 2009 · 1 min read
UK Economics Focus Budget 2009 Preview - The great borrowing binge goes on Chancellor Alistair Darling faces the unenviable task in his second Budget of trying to offer the economy some much-needed support, whilst at the same time reassuring the markets that the public... 8th April 2009 · 1 min read