Asia Economics Update Policy rethink ahead in China as inflation subsides Today’s trade and inflation data from China open the door to a series of policy adjustments, including to fuel pricing, but an end to currency appreciation is unlikely to be among them. 10th September 2008 · 1 min read
China Economics Update Policy rethink ahead in China as inflation subsides Today’s trade and inflation data from China open the door to a series of policy adjustments, including to fuel pricing, but an end to currency appreciation is unlikely to be among them. 10th September 2008 · 1 min read
UK Economics Update Weaker euro-zone economy to dent UK exports The recent weakening in the outlook for the euro-zone economy – the destination for around half of the UK’s exports – suggests that there is a risk that activity in the UK will be even weaker than the... 14th August 2008 · 1 min read
UK Economic Outlook Black or Golden? The economic effects of the fall in the pound (Q3 2008) The fall in the UK exchange rate over the last six months has been broadly similar in scale to that seen after the pound fell out of the ERM in 1992. But while this should eventually lead to a period... 2nd July 2008 · 1 min read
Asia Economics Update China’s current account eases, but hot money fears remain Today’s release of China’s balance of payments figures for 2007 provides no firm answers to the question of whether hot capital inflows are flooding the country. Growth of the trade surplus has slowed... 5th June 2008 · 1 min read
Global Economics Update World trade slowing, but unlikely to collapse Developments in world trade are one indication of the ability of the global economy to “decouple” from the recession in the US. The most recent numbers are fairly reassuring. We expect the pace of... 24th April 2008 · 1 min read
Asia Economics Update A bright outlook for China, and an even brighter past The fall in China’s trade surplus in the first quarter is evidence of economic strength within China, not of its vulnerability to a slowdown elsewhere. What’s more, today’s revisions to the official... 10th April 2008 · 1 min read
Global Economics Focus Australia & Canada: explaining contrasting monetary policies The contrasting monetary polices being pursued by the Bank of Canada and the Reserve Bank of Australia (RBA) are a good illustration of why only countries with strong trade and financial links to the... 5th March 2008 · 1 min read
UK Economics Update Exporters' greed may prevent the pound from boosting growth Early signs that UK exporters are using the fall in the pound to boost their profit margins rather than their competitiveness could mean that the lower exchange rate does not lead to the rebalancing... 12th February 2008 · 1 min read
UK Economics Focus Is imported deflation at an end? The rise in UK import prices in the last three years is a one-off and does not mean that imported deflation has come to an end. The UK is likely to benefit from the lower level of costs in countries... 2nd August 2007 · 1 min read
