Europe Economics Update Sweden’s return to the left won’t banish stagnation fears Sweden’s general election yesterday resulted in defeat for the centre-right coalition Alliance Government after two terms in power but produced no overall majority for the centre-left opposition... 15th September 2014 · 1 min read
Europe Economics Update Vote of confidence to offer limited hope for France The French Government looks set to win a vote of confidence tomorrow, allowing it to pursue long-overdue business friendly reforms. But it could take many years for the reforms to bear fruit and... 15th September 2014 · 1 min read
Middle East & North Africa Economics Update President al-Sisi’s first 100 days better than expected In his first 100 days in office, Egypt’s President al- Sisi has made more progress in tackling the country’s economic problems than many, including ourselves, had expected. In particular, his... 15th September 2014 · 1 min read
Nordic & Swiss Economics Update Sweden’s return to the left won’t banish stagnation fears Sweden’s general election yesterday resulted in defeat for the centre-right coalition Alliance Government after two terms in power but produced no overall majority for the centre-left opposition... 15th September 2014 · 1 min read
UK Economics Weekly Will sterling take the low road? While the recent fall in the pound against the US dollar has been put down to the heighteneduncertainty over the Scottish referendum result, most of the drop has actually been driven by a shiftin... 12th September 2014 · 1 min read
US Economics Weekly Rising dollar reflects economic strength Even a further rise in the dollar above its current four-year high won’t prevent a period of higher inflation and stronger GDP growth. It would be odd to conclude that the dollar will significantly... 12th September 2014 · 1 min read
Europe Economics Weekly Limited room for growth-friendly fiscal policies While signs of pragmatism have recently emerged in the ongoing fiscal debate in the euro-zone, we think there is currently little room for fiscal policy to play much of a role in tackling low growth... 12th September 2014 · 1 min read
UK Economics Update Irish lessons for an independent Scotland There is much that the Scots could learn from their Celtic neighbours. Irish independence is a story ofeventual, not immediate success. It took nearly 80 years for Irish per capita income to catch up... 12th September 2014 · 1 min read
Global Economics Update Scottish independence could encourage separatists worldwide From an economic point of view, it might be easier for some other regions with separatist movements to thrive as independent countries than it would be for Scotland. Few of them face the same... 11th September 2014 · 1 min read
Emerging Markets Economics Focus How important is urbanisation for long-run growth? The role of urbanisation in supporting growth in emerging markets is often overplayed. Although urbanisation can play an important role in supporting industrialisation, it doesn’t in itself drive... 11th September 2014 · 1 min read
Emerging Europe Economics Update Euro-zone more to blame for Q2 slowdown than Ukraine The slowdown in Central and South Eastern Europe in the second quarter has raised concerns about the region’s exposure to the crisis in Ukraine. In this Watch, we dig deeper into the GDP data to see... 11th September 2014 · 1 min read
Japan Data Response Business Outlook Survey (Q3) In contrast to the lacklustre monthly survey data for August, today’s Business Outlook Survey suggests that the economy returned to growth this quarter. 11th September 2014 · 1 min read
Middle East & North Africa Economics Focus Algeria’s economy on an unsustainable path Algerian President Abdelaziz Bouteflika’s re-election in April seemed to mark a return to business as usual for the economy. However, Algeria’s growth model is looking increasingly unsustainable. If... 10th September 2014 · 1 min read
Latin America Economics Update Brazil Election Watch: What might a Silva presidency mean for the economy? The economic programme put forward by presidential hopeful Marina Silva is a step in the right direction insofar as it addresses many of the problems that have contributed to a general decline in... 10th September 2014 · 1 min read
Europe Economics Focus Using another country’s currency is a costly option Unilateral adoption of the euro, which is the currency regime of Montenegro and a number of other countries, might seem to be a potential blueprint for other European countries outside the euro-zone... 9th September 2014 · 1 min read
Emerging Europe Economic Outlook Emerging Europe Economic Outlook The recovery in Emerging Europe has fizzled out in recent months and we think growth will be sluggish over the coming quarters. The crisis in Ukraine presents one headwind, particularly for Russia... 5th September 2014 · 1 min read
