Welcome to Lombard Street Research

We provide independent macroeconomic forecasting and analysis to asset managers, banks and global corporations around the world. For almost twenty years we have helped institutions improve their investment thinking, their returns and their management of risk.

LATEST NEWS - CHINA AND AMERICA - A TIME OF RECKONING

A new book by Charles Dumas was published in April 2008. Following on from The Bill from the China Shop, where he correctly predicted how the Asian savings glut would force-feed US mortgage borrowing to excess, in China and America - a Time of Reckoning, Charles analyses the credit crunch and examines the possible devastating economic consequences, but also outlines an alternative path to greater global prosperity.

For further information go to our book page

04 Jul 08 UK Bulletin UK credit squeeze – no end in sight WE SUGGEST: Domestic demand growth to remain weak over next few quarters SUMMARY: Despite the buoyancy of recent money and credit numbers, yesterday’s Credit Conditions Survey published by the Bank of England confirms the view that banks are increasingly unwilling to lend. This is all despite the fact that the forced re-intermediation of SIV assets appears to be largely complete and banks can now access the Special Liquidity Scheme. (Jamie Dannhauser)

04 Jul 08 Daily Notes German orders down sharply => bad news for Euroland WE SUGGEST: Eurozone domestic demand turning down sharply SUMMARY: German manufacturing orders have now fallen in each of t... 03 Jul 08 UK Bulletin PMI data suggest tough times ahead WE SUGGEST: Weak Q2 growth SUMMARY: The June PMI survey data paint a bleak picture of the UK economy. Our composite PMI inde... 03 Jul 08 Daily Notes ECB keeps its options open WE SUGGEST: Another rate hike postponed, but not entirely ruled out SUMMARY: M Trichet's performance was surprisingly dovish...