UK Economics Focus Just how high could inflation get? If oil and food prices were to carry on rising, with knock-on effects on core price pressures, UK consumer price inflation could rise above 5% and remain above its 2% target until 2010 and beyond... 12th June 2008 · 1 min read
UK Housing Market Focus How far will new housing supply fall? We believe that new dwelling completions in England could fall from 175,000 last year to 135,000 by end-2009, a 25% drop. Past housing market corrections have triggered falls of at least 15% in new... 11th June 2008 · 1 min read
UK Commercial Property Data Response Financial & Business Services Employment (Q1) 11th June 2008 · 1 min read
Europe Economics Update Lisbon Treaty rejection could highlight growing divergences A “no” vote in Thursday’s Irish referendum on the EU’s Treaty of Lisbon would put a spanner in the works of the Treaty’s ratification process. Just as importantly, it may add to concerns that the... 11th June 2008 · 1 min read
Asia Economics Update Chinese equities back at intervention levels Chinese equity prices are again scraping the levels at which many investors assume the government will intervene to provide support. In the long run though, the government’s unwillingness to step back... 10th June 2008 · 1 min read