US Economics Update Fed's QE2 is no game changer The Fed's new programme of asset purchases is not going to pull the US economy out of its current malaise because, given the scale of the balance sheet problems affecting households and financial... 3rd November 2010 · 1 min read
US Economics Update Mid-term elections point to gridlock As widely expected, the Republicans regained control of the House of Reprentatives in yesterday's midterm elections but failed to overturn the Democratic majority in the Senate. The division of power... 3rd November 2010 · 1 min read
US Economics Update More dovish Bank of Canada may yet ease again (Oct 10) The Bank of Canada appears some way from further monetary tightening. Economic conditions would have to improve substantially and by enough to offset the increasing downside risks to future inflation... 19th October 2010 · 1 min read
US Economics Update Monetary Indicators Monitor (Sep.) The annual rate of decline in our Capital Economics' measure of M3 continues to slow. (See Chart below.) There is a good chance that the widely expected second round of quantitative easing from the... 19th October 2010 · 1 min read
US Economics Update Prices start to fall back (Oct 10) House prices have started to fall back in response to the plunge in sales seen since the homebuyer tax credit expired in April. Both the Case-Shiller and FHFA indices showed prices fell in July. (See... 13th October 2010 · 1 min read
