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Date: 3 April 2009
Author: David Semmens, John Calverley
Region: Americas
Categories: Economics
...The US recession is already as deep and as long as any recession in the...
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Date: 15 July 2009
Author: David Semmens, John Calverley
Region: Americas
Categories: Economics
...ongoing structural adjustments • July looks the most likely month for the official recession trough
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Date: 16 July 2009
Author: David Semmens, John Calverley
Region: Americas
Categories: Economics
...second half of 2009 as the US inventory cycle turns • Canada’s recession is less severe than in the US and not as bad as...
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Date: 18 November 2009
Author: Douglas Smith
Region: Americas
Categories: Economics
...GDP data were weaker than expected, but end the four quarter long recession • This is dovish for rates and reinforces that the central bank will...
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Date: 15 April 2009
Author: Dan Smith, David Barclay, Douglas Smith, Gerard Lyons
Region: Global Overview
Categories: Economics
We are facing a Great Recession, not a Great Depression This is thanks to a better-than-expected...
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Date: 23 February 2010
Author: Alex Sienaert, Alvin Liew, Brandon Loe, David Semmens
Region: Global Overview
Categories: Fixed Income
• Asian authorities are taking mixed approach to stimulus withdrawal after strong Q4-09 growth
• Bank of Thailand is turning hawkish despite simmering political tensions
• South Africa likely contracted by 2.4% y/y in Q4-09; inflation data under the spotlight
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Date: 16 June 2009
Author: Callum Henderson, Thomas Harr
Region: Global Overview
Japan’s recession should lead to JPY NEER weakness USD-JPY will remain range bound...
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Date: 19 September 2008
Author: David Semmens
Region: Americas
Categories: Economics
...to replace banks’ lost capital We are now back to an “ordinary recession” profile
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Date: 16 June 2009
Author: Callum Henderson, Priyanka Chakravarty, Robert Minikin, Thomas Harr
Region: Global Overview
Japan’s recession should lead to JPY NEER weakness USD-JPY will remain range bound...
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Date: 13 November 2008
Author: John Calverley
Region: Americas
Categories: Economics
...Canada is entering a recession but it will be less severe than in the US • Key plus...