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Economics Weekly

The Economics Weekly, produced by Financial Markets Economic Research, monitors short term financial and economic developments, and includes release dates of economic data each week for the major world economies. It contains forecasts of the key variables for the major economies that impact on global financial markets, and the release dates of political events/meetings that could also have a financial market impact. This is intended for clients involved in the money markets who wish to monitor changes in the economy on a weekly basis.

2009 - The latest archives
November

16th November 2009: Revisiting the UK inflation outlook 

9 November 2009: Focus on EU economic trends and BoE Inflation Report 

2 November 2009: Asian economies lead economic recovery 

October

26 October 2009: Credit conditions have eased, but challenges remain 

19 October 2009: Orderly dollar depreciation is better than protectionism 

12 October 2009: Assessing the MPC’s forecasting record 

5 October 2009: Is the world economic recovery faltering? 

September

28 September 2009: Is the fall in sterling good or bad news? 

21 September 2009: UK economy faces long slog to regain gdp peak 

14 September 2009: UK productivity: trends and prospects 

7 September 2009: Increased liquidity boosts recovery hopes 

August

31 August 2009: Prospects for the UK hang in the (im)balance 

24 August 2009: Economic activity: UK price inflation: ‘sticky’ but set to fall further 

17 August 2009: Economic activity: levelling off or growing? 

10 August 2009: FOMC meeting and BoE Inflation Report take centre stage 

3 August 2009: Developing economies lead the way out of recession 

July

27 July 2009: Real economy still not seeing money flow freely 

20 July 2009: Is rising volatility a sign of doubt about economic recovery? 

13 July 2009: UK households start to save 

6 July 2009: Corporate sector holds key to recovery 

June

29 June 2009: Déjà vu - same old inventory-led downturn 

22 June 2009: How real is the inflation threat? 

15 June 2009: Recession cannot disguise ongoing shift in global economy 

8 June 2009: UK outlook: too soon to be sure of recovery? 

1 June 2009: BoE and ECB interest rate decisions, US employment report due 

May

25 May 2009: US Q1 GDP second estimate and German IFO survey feature 

18 May 2009: UK detailed GDP in the spotlight 

11 May 2009: Can UK retail sales stay positive through the recession?

4 May 2009: Bleak year for global economy in prospect 

April

27 April 2009: Economic downturn hits UK public finances

20 April 2009: Budget 2009 to show sharply higher public borrowing

13 April 2009: Focus on US data and Q1 corporate earnings

6 April 2009: Focus on BoE interest rate meeting and US Fed minutes


March

30 March 2009: Is the UK recession deepening?

23 March 2009: Aggressive quantitative easing is underway

16 March 2009: Despite rising supply, global bond yields still fall

9 March 2009: Collapse in trade leads global downturn in production

2 March 2009: BoE and ECB to cut interest rates, weak US jobs data expected

February

23 February 2009: Data to show faster pace of contraction in US and UK in Q4 2008

16 February 2009: Threat of deflation leading BOE to money creation

9 February 2009: Fiscal loosening raises risk of country defaults

2 February 2009: How bleak is the future for UK manufacturing?

January

26 January 2009: UK economy in recession - what now for output in 2009?

19 January 2009: Interplay between economy and financial crisis intensifies

 12 January 2009: A year of falling global output lies ahead

2008 - Archives
 
December

22 December 2008: 2008 was a year of shock and awe for the world economy

15 December 2008: Money supply growth – is it signalling bad news or good?

8 December 2008: Financial and economic crisis getting worse

1 December 2008: Government borrowing to rise sharply

November

24 November 2008: UK public sector debt set to rise sharply

17 November 2008: How low can Sterling go?

10 November 2008: How low can official interest rates go?

3 November 2008:Will this recession be as bad as last time?

October

27 October 2008: UK data will keep focus on recession risks

20 October 2008: Uncertain outlook for UK economy

13 October 2008: End of an era as credit bubble bursts

6 October 2008: UK corporate sector financial surplus bigger than expected

September

29 September 2008: Despite the credit crisis, debt accumulation still on going in the UK

22 September 2008: Flight from risk is making bonds overvalued

15 September 2008: Financial markets: forever blowing bubbles?

8 September 2008: Are economic growth forecasts any use?

1 September 2008: High global inflation has hit economic growth

August

25 August 2008: Global ‘real’ interest rates are too low

18 August 2008:Oil price fall to boost global growth in 2009?

11 August 2008: Focus on BoE Inflation report and CPI inflation in UK and US

4 August 2008: Fed, ECB and BoE to hold interest rates on growth fears

July

28 July 2008: How bad can the UK’s fiscal position get?

21 July 2008: UK money supply growth still too fast

14 July 2008: UK manufacturing to avoid recession

7 July 2008: How vulnerable is the UK corporate sector to a slowdown?

June

30 June 2008: Scenarios highlight risk of UK recession

23 June 2008: Will UK official interest rates be raised this year?

16 June 2008: Will the BoE Governor have to write an open letter?

9 June 2008: ECB steps up fight against inflation

2 June 2008: UK inflation expectations take-off makes cutting rates difficult

May

26 May 2008: High inflation will slow UK economic growth but no recession

19 May 2008: Is inflation the main risk to economic growth?

12 May 2008: Interest rate cycles compared – only modest signs of credit crunch?

5 May 2008: Will corporate defaults in the UK rise as much as feared?

April

28 April 2008: Is a bubble developing in commodities?

21 April 2008: Will the fall in the UK’s exchange rate boost manufacturing?

14 April 2008: Will the credit crunch help ease global imbalances?

7 April 2008: Tighter credit conditions will weaken UK economy and raise default rates

March

31 March 2008: UK PMI’s will impact BoE base rate debate

24 March 2008: Policy decision getting tougher for MPC

17 March 2008: Budget 2008 – Public finances deteriorate further

10 March 2008 – UK Budget to show higher borrowing in years ahead.

3 March 2008 – Emerging markets to rescue the world economy again

February

25 February 2008 – Wage inflation is the key to further UK rate cuts.

18 February 2008 – Is the UK housing market on the verge of collapse?

11 February 2008 – Inflation expectations matter for future price developments

4 February 2008: Will US monetary policy become ineffective?

January

28 January 2008: UK economy to avoid recession in 2008

21 January 2008: Why is the Pound depreciating so rapidly, so suddenly?

14 January 2008: Macroeconomic themes for 2008 - another strong performance by emerging economies

7 January 2008: Stronger than expected economic performance in 2007

2007 - Archives

December

24 December 2007: December manufacturing & services & US non-farm payrolls launch New Year

17 December 2007: Business surveys hold important news about the direction of the economy

10 December 2007: Sovereign Wealth Funds’ importance to the global economy

3 December 2007: UK housing market will slow further in 2008

November

26 November 2007: Global imbalances are correcting – dollar on the slide as returns fall

19 November 2007: Slower growth to lead to UK rate cuts

12 November 2007: What has been the impact of the credit crisis on the UK economy?

5 November 2007: Expect no surprises from the BoE or ECB

October

29 October 2007: Interest rate decision and key data releases due in US

22 October 2007: US housing data and eurozone confidence surveys feature this week

15 October 2007: UK 2007 pre-Budget report leads to increased borrowing and higher taxation

8 October 2007: Is there a 'right' level for interest rates?

1 October 2007: Interest rate decisions to the fore but credit squeeze remains

September

24 September 2007: Commodity prices unlikely to be affected by the credit crisis

17 September 2007: Will the sub prime credit crisis cause a US recession?

10 September 2007: High interbank rates could impact the economy

3 September 2007: UK labour market activity has fallen sharply – due to labour market improvement

August

27 August 2007: How will the credit market turmoil unfold?

20 August 2007: Will the US sub prime mortgage crisis derail global economic growth?

13 August 2007: Economic data to counter credit market fears about growth

6 August 2007: Focus on BoE Inflation Report and US FOMC interest rate decision

July

30 July 2007: BoE and ECB to keep interest rates on hold

23 July 2007: UK corporate sector is profitable but debt levels are rising

16 July 2007: UK interest rate scenarios show threat to the economy

9 July 2007: The coming UK economic slowdown

2 July 2007: Bias to tighten suggests higher UK interest rates

June

25 June 2007: UK consumer price inflation – how a policy mistake occurred

18 June 2007: Bond yields rise as ‘risk’ premium increases

11 June 2007: How much at risk are credit markets from rising interest rates?

4 June 2007: Commodity prices rise as world growth remains strong

May

29 May 2007: Where will UK base rates end 2007?

21 May 2007: Did the MPC discuss a 50bp hike in May?

14 May 2007: UK house price inflation at a peak and will slow by end 2007

7 May 2007: Global bond yields are rising, but will be limited by ample liquidity and low ‘risk premium’

April

30 April 2007: A busy week for economic data may keep financial markets edgy

23 April 2007: UK inflation tops 3% for the first time in ten years

16 April 2007: Why the next move in US interest rates may not be down

9 April 2007: Interest rate decisions in the Euro zone and Japan head up a relatively quiet week for economic data

2 April 2007: Could the BoE raise interest rates to 5.50% on Thursday?

March

26 March 2007: A Budget of tax and spend – is this a 2008 election Budget?

19 March 2007: A happy tenth anniversary for Chancellor Brown?

12 March 2007: Fast growth in UK M4 implies robust growth, and inflation

5 March 2007: Why Eurozone economic growth will be solid in 2007

February

26 February 2007: Record trade deficit could lead to higher UK interest rates

19 February 2007: Focus on BoE MPC and Fed FOMC minutes

12 February 2007: US housing market is on the road to recovery

5 February 2007: The economic impact of 6.5% UK base rates

January

29 January 2007: Inflation in the UK could rise more than the MPC expects

22 January 2007: How much further could swap rates rise?

15 January 2007: UK growth to be robust in 2007

8 January 2007: Global growth to slow in 2007 but remain robust