UK Data Response UK Labour Data (Jul./Aug.) The latest UK labour market figures showed that while employment is still rising strongly, cracks are appearing in the recovery. We still expect unemployment to rise to 3m or so within the next two or... 15th September 2010 · 1 min read
Europe Data Response German ZEW (Sep.), EZ Ind. Prod'n (Jul.) & Labour Costs (Q2) The drop in German ZEW economic sentiment in September and July’s stagnation in euro-zone industrial production confirm that the euro-zone recovery is slowing again after Q2’s strong expansion. 14th September 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI (Aug.) & Unemployment (Jul.) August’s small fall in euro-zone CPI inflation confirmed that price pressures in the region are very subdued. And although unemployment has continued to edge down, this is unlikely to prompt any... 31st August 2010 · 1 min read
Japan Data Response Unemployment, Spending & CPI (Jul.) The welcome fall in the unemployment rate in July starts to bring it back in line with the improving trends in other indicators of the health of Japan's labour market. Household spending fell back... 27th August 2010 · 1 min read
US Employment Report Preview Public sector won't offset weakness in private jobs growth 26th August 2010 · 1 min read
Emerging Europe Economics Update Central Europe heading for a jobless recovery History suggests that the economies of Central Europe (Hungary, Poland and the Czech Republic; the CE3) have in the past had to grow by between 3.0%-3.5% in order to create jobs. But the region’s... 18th August 2010 · 1 min read
Asia Economics Update Korea's central bank has little reason to pause While today’s labour market data showed that Korea’s unemployment rate rose in July, the details of the report are encouraging. In addition, we believe that the policy rate is not the appropriate tool... 11th August 2010 · 1 min read
UK Data Response UK Labour Data (Jun./Jul.) The latest UK labour market figures showed that employment is rising strongly now that the wider economic recovery has gained some momentum. But the looming fiscal squeeze suggests that this will be... 11th August 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI (Jul.) & Unemployment (Jun.) July’s increase in euro-zone inflation probably reflected developments in energy and food prices, while core inflation remained low. The still high rate of unemployment in the region points to further... 30th July 2010 · 1 min read
UK Data Response UK Labour Data (May/Jun.) The UK labour market is starting to benefit from the recovery in the wider economy. But we still doubt that private sector hiring will be able to offset the sheer scale of the looming public sector... 14th July 2010 · 1 min read
UK Economics Weekly OBR too optimistic on jobs Already we’re starting to get a feel for just how nasty the effects of the looming cuts in government spending will be. The OBR last week revealed that it expects over 600,000 public sector job cuts... 5th July 2010 · 1 min read
