Global Economics Update GDP detail reveals fragility of recoveries The recent recovery in GDP in the major economies has typically been flattered by the boost from the inventory cycle and, in some cases, a rebound in net exports. Stripping out these factors, “final... 1st March 2010 · 1 min read
Global Economics Update A harder grind for world trade from now on Today’s CPB Trade Monitor shows that global trade grew rapidly in December. Asia is driving the upturn and will continue to lead the way in 2010 and 2011. But the big improvement in world trade has... 1st March 2010 · 1 min read
Global Economics Update Sectoral divergence reinforces doubts about the recovery 4th February 2010 · 1 min read
Global Economics Update How quickly will world trade recover? Today’s CPB Trade Monitor shows that the recovery in global trade continued at a rapid pace in November. Strong near-term GDP gains should continue to support trade, but as the world economy slows... 27th January 2010 · 1 min read
Global Economics Update World trade recovery remains on track Today’s CPB Trade Monitor shows that global trade continues to recover, although the gain in October was inevitably less spectacular than the surge in September. We expect that world trade will... 24th December 2009 · 1 min read
Global Economics Update Stronger demand continues to lift world trade World trade volumes are now rising almost as sharply as they fell at the end of last year. The structure of trade also appears to have suffered little lasting damage from the financial crisis... 30th November 2009 · 1 min read
Global Economics Update What is happening to Chinese commodity demand? Soaring inventories and falling imports are strong signs that the supply of many industrial metals in China far exceeds final demand. Needless to say, this reinforces our scepticism about the current... 26th November 2009 · 1 min read
Global Economics Update Capital controls unlikely to deter inflows to emerging world Last month’s decision by the Brazilian government to impose a tax on foreign purchases of bonds and equities has stoked speculation that a number of other emerging markets could soon follow suit... 6th November 2009 · 1 min read
Global Economics Update Recovery in world trade still looks on track World trade volumes declined in August after strong monthly gains in June and July, but the pull-back looks nothing worse than a pause in an improving trend that near term has further to run. Asian... 26th October 2009 · 1 min read
Global Economics Update Recovery in world trade gathering pace World trade is picking up again, confirming that another aspect of the global financial and economic crisis is now behind us. But this adds little to what we already know from the signs of recovery in... 25th September 2009 · 1 min read
