Latin America Economics Update Brazil takes a (small) step in the right direction Measures unveiled by the Brazilian government this afternoon are good news insofar as they will help tackle some of the supply side problems that are holding the economy back. But any impact will be... 15th August 2012 · 1 min read
Europe Economics Weekly Action will need to follow words before long Two weeks after Mario Draghi’s pledge to do whatever it takes to save the euro, his words have still not been followed by actions. Indeed, an impasse appears to have ensued in which the major players... 10th August 2012 · 1 min read
Latin America Economics Focus First thoughts on the Mexican election results The dust has yet to settle on the Mexican general election and so it is probably too soon to draw any firm conclusions as to what the outcome will mean for policymaking. That said, the early signs... 9th August 2012 · 1 min read
Europe Economics Update Pressure on Greece continues to grow The Greek Government’s inability to agree on how to cut public spending highlights the ongoing fragility of the situation there. And with euro-zone policymakers still unwilling to concede any ground... 8th August 2012 · 1 min read
Europe Economics Update EFSF/ECB support for Spain: some unanswered questions The ECB’s statement last week that it might buy Spanish bonds if the government first applies for EFSF support has left many questions unanswered, which we address in this Update. In short, it seems... 6th August 2012 · 1 min read
China Economics Update Local governments’ stimulus won’t fuel a sharp rebound Local governments across China have unveiled a series of stimulus plans, echoing the recent message from top authorities of the need to ensure strong growth. More stimulus plans are likely to follow... 3rd August 2012 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Jul. 12) Recent fiscal data suggest that a large number of peripheral and core economies are struggling to make inroads into their budget deficits. And with the growth outlook continuing to deteriorate, many... 31st July 2012 · 1 min read
Asia Economics Update What will be the effect of India’s drought? India is less vulnerable to a failed monsoon than it was a decade ago. But, if it persists, this year’s disappointing rainfall may still have a significant negative impact on output, inflation and the... 30th July 2012 · 1 min read
Emerging Europe Economics Update Rally in Hungarian markets has weak foundations Signs that Hungary’s government is softening its stance on the precise form of financing assistance it is negotiating with the IMF is clearly good news. But there are still plenty of stumbling blocks... 30th July 2012 · 1 min read
Latin America Chart Pack Brazil still struggling The Brazilian economy continues to struggle. Having expanded by a meagre 0.2% q/q in the first quarter of this year, there are few signs that growth picked up in Q2. Elsewhere in the region, growth... 27th July 2012 · 1 min read
Asia Economic Outlook Weak global demand to hamper growth Compared with other emerging regions, Asia is relatively well placed to withstand sluggish global growth. For one thing, policymakers have the ability and willingness to significantly loosen monetary... 26th July 2012 · 1 min read
Europe Economics Update Spanish bail-out will leave little in the pot A Spanish sovereign bail-out would leave little left in the pot to provide further assistance to Portugal and Ireland and, much more crucially, to deal with serious problems in Italy. 24th July 2012 · 1 min read
Europe Economics Update Is Greece about to move back into the spotlight? The formation of a ‘pro bail-out’ government may have recently shifted the markets’ spotlight away from Greece. But the Troika’s visit to Athens, which begins tomorrow, looks set to prompt renewed... 23rd July 2012 · 1 min read
Japan Economics Weekly Why we expect weaker growth than the IMF The IMF downgraded its global growth forecasts last week including those for Japan, but they still remain well above our own. In this Weekly we explain why our forecasts differ from theirs and where... 20th July 2012 · 1 min read
UK Data Response Public finances (Jun. 12) June’s public finance figures continued the underlying deterioration in the fiscal position evident since the beginning of the financial year. 20th July 2012 · 1 min read
China Chart Pack Labour market health belies talk of hard landing China’s economy is growing at one of the slowest rates in years but the labour market is showing few signs of strain. Migrant wages were up 13% y/y last quarter. There are still more jobs being... 19th July 2012 · 1 min read
