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30 Jul 10 GLI: Europe
Has productive capacity really been destroyed?

It is normal for some productive capacity to be destroyed in a recession. But the process is usually drawn-out. The argument that so much capacity has been destroyed in 2008-2009 that negative output gaps are closed and inflation is a threat, is likely to be exaggerated.
29 Jul 10 Quarterly Economic Forecast
Above-trend recovery to be hauled back to earth by Euro Area weakness

As happened in Q2, the UK growth performance in the second half of this year could surprise markets and the MPC on the upside. But in 2011 output growth is set to be hampered by stagnation in Britain’s main trading partner, the Euro Area.