Global Economics Update World trade still on the mend Global merchandise trade climbed again in February. The improvement should continue but world trade growth will probably slow next year. 27th April 2010 · 1 min read
Global Economics Update Bank of Canada signals imminent rate hike The Bank of Canada (BoC) this morning signalled clearly that it will begin hiking its key overnight interest rate at the next policy meeting in early June. We expect that rate to climb from 0.25% now... 20th April 2010 · 1 min read
Global Economics Update UK election won’t transform the economic outlook The result of the UK general election could have short-term effects on sterling asset markets, but it won’t transform the economic outlook. Whatever the outcome, the next five years will be... 6th April 2010 · 1 min read
Global Economics Update Recovery in world trade losing steam Today’s CPB Trade Monitor shows that global trade slipped back in January. The weakness should be short-lived but the recovery from now on will be slow and a hard slog. We believe that GDP growth in... 25th March 2010 · 1 min read
Global Economics Update Is the world heading for the wrong sort of bank levy? 22nd March 2010 · 1 min read
Global Economics Update How worried should we be about tightening in China? 11th March 2010 · 1 min read
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
