How to play down a housing boom like it’s 1999

October 16, 2013

Here’s some of the top reasons from a 1999 Reuters poll on why a housing bubble wouldn’t form, which are re-appearing 14 years later.

Britain’s Help to Buy – what the forecasters say

August 28, 2013

Now Britain’s housing market is showing real signs of life, should the government abandon its “Help to Buy” scheme to boost access to the market for homebuyers?

Does less QE from the Fed necessarily mean a stronger dollar?

August 16, 2013

Based on the latest U.S. Treasury flows data, it may be time to ditch the textbook theory that says less monetary stimulus means a stronger currency – at least for now.

India is in a cloud of economic optimism but its industrial data are in a permanent fog

August 15, 2013

Optimism the Indian economy will soon recover, despite no sign that it is anywhere near doing so, has increasingly led forecasters to overestimate industrial production growth.

Forecasts for the euro zone depend more on head office location than analysis

June 27, 2013

Ask an economist a question about the euro zone, and the answer will as much depend on the location of their head office as any analysis of the data.

Yellen likely to replace Bernanke at Fed, but beware “overwhelming” top picks

June 12, 2013

Reuters has just published a poll of economists that shows Federal Reserve Vice-Chair Janet Yellen is the overwhelming favorite pick for President Obama to replace Ben Bernanke as Fed Chairman next year.

Small rays of hope brightened Canada’s economic outlook last week

May 6, 2013

 All data released last week point to a far better first quarter growth in Canada than previously expected, prompting economists to revise up their predictions.

Still not thinking the very thinkable on Britain’s future

February 20, 2013

Mark these words. Not only is Britain going to avoid a triple-dip recession, but the economy won’t shrink again as far as the eye can see.

Ignore the noise around Britain’s GDP figures

January 24, 2013

One of two stories will probably emerge from Friday’s first reading on how the British economy fared at the end of last year.

UK’s independent forecaster takes a reality check

December 6, 2012

An unusual thing happened on Wednesday amidst all the shouting over British finance minister George Osborne’s autumn budget update which, depending on who you asked, outlined an increasingly dire or healthy state of the UK economy.