Japan Data Response Economy Watchers Survey & Bank Lending (Oct.) Japan’s Economy Watchers Survey (EWS) for October suggests that the recovery is faltering again in the fourth quarter after what we expect to have been strong (aboveconsensus) growth in GDP in the... 9th November 2010 · 1 min read
US Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
UK Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Global Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Latin America Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Japan Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Global Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Europe Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Emerging Europe Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th November 2010 · 1 min read
Asia Economics Update Will the G20 agree to current account targets? The G20 Summit in Korea next week (11th – 12th) will be overshadowed by the fall-out from “currency wars”, hampering any attempt at the improved coordination of policies necessary to help rebalance... 5th 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
Latin America Economics Focus Two priorities for the Dilma administration Continuity is the word in Brazil. After a brief wobble last month, Dilma Rousseff eventually secured the presidency this weekend, defeating Jose Serra in a run-off yesterday. So far as economic policy... 1st November 2010 · 1 min read
Latin America Economics Update Is Argentina about to change course? While the death of the powerful former President of Argentina, Nestor Kirchner, is sad news, speculation is mounting that it will lead to a brighter outlook for the economy. It is too soon to tell... 28th October 2010 · 1 min read
Europe Data Response Euro-zone EC Survey (Oct.) October’s improvement in the EC consumer and business survey and fall in German unemployment suggest that the euro-zone is holding up well for now. But the worrying divergence between core and... 28th October 2010 · 1 min read
Japan Data Response Small Business Confidence (Oct.) Smaller Japanese businesses report that conditions are worsening, particularly in the manufacturing sector, which presumably reflects the more challenging global economic environment and the strength... 27th October 2010 · 1 min read
Europe Data Response German Ifo Survey (Oct.) October’s rise in the German Ifo survey suggests that the economy is defying the global gloom for now. But while the economy should grow by 3% or more this year, we still see weaker exports prompting... 22nd October 2010 · 1 min read
