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Looking ahead

February 2009

We have certainly experienced a roller coaster ride in global markets over the last year. What started out as a sub-prime mortgage crisis in the US has rapidly snowballed into full economic slowdown on a global scale. Looking ahead, we believe there are three steps which the key Western economies must travel down during the current economic contraction. By calibrating where we are on the journey, it becomes clear how much further we still have to travel before we can reasonably expect a recovery.

Step 1 - Property prices continue to fall and the rate of household savings continues to rise, consumer demand dissolves as individuals focus exclusively on essentials.

Step 2 - As consumer demand deteriorates, and with the banking sector unable and unwilling to lend, corporate profits follow suit.

Step 3 - Rising unemployment becomes inevitable creating renewed impetus to the global slowdown by contracting consumer spending still further.

Referring to step 1, the continued fall in property prices has been, and continues to be, covered extensively by the media, however, the impact of a rising household savings rate is less well covered. In previous financial crises, the household savings rate has always moved more than the policymakers’ original expectations due to the fear factor taking centre stage among consumers. The typical pattern is for an additional increase in savings driven by fears over job security and the ability to service household debt. During the three months ending September 2008 (latest data available), the debt held by US households fell for the first time since the government started keeping records 50 years ago. In the last three months of 2008, the US personal savings rate rose to its highest level in six years. Some commentators argue the savings rate may rise to 8-10% over the next couple of years and this will create a persistent drag on consumption, and run the risk of significantly prolonging the period of recovery. On step 1 therefore, we believe there is still some way to go and the general consensus is that property prices are only expected to bottom, in both the UK and US, at some point in mid 2010. In the UK, no real property recession has lasted less than five years in duration and many consider that the UK house price falls of 10.2% in 2008 will be followed by further double digit falls in 2009.

The flow of credit from the banking sector is a fundamental factor to step 2 and one which is still some way from being resolved. Despite the huge injection of public money to recapitalise banks and the improvement seen in wholesale markets, the availability of credit remains very tight. The deteriorating economic environment has raised the level of bad and doubtful debts on bank balance sheets and this fall in asset quality has led to increased provisioning and less capital being available to lend. Additionally, distressed credit market prices have led to further write downs, which have also absorbed a significant portion of the fresh capital injections. This lack of capital to lend, coupled with an unwillingness to lend (because of the large banks’ uncertainty as to the scale of undiscovered problems), is choking the corporate sector of credit and remains a significant risk to economic recovery.

In the US, the Federal Reserve has introduced a number of initiatives to improve the liquidity of commercial banks in a drive to make credit more easily accessible. In the UK, the Monetary Policy Committee has expressed its concerns at the tightening of the availability of credit to both the household and corporate sectors, and has recognised that action needs to be taken to arrest this worsening position. The situation is made more difficult with the adoption of a zero interest rate policy in the US and sharply falling rates in the UK and Europe. The revenue of banks is significantly constrained by the reduced level of margin income they are able to secure. Stronger banks – with an appetite to lend – will only emerge from this crisis once they are profitable, with increased cash flow supporting the recapitalisation process. Before then, more government support should be expected for the banking sector as the current halfway house is exactly that.  

Finally, referring to step 3, the devastating impact of unemployment has become a reality for a growing number of people, not just in the Western economies but across the developing world too. Pockets of social unrest in Russia and China have been reported, as collapsing overseas export markets have resulted in factory closures and a rising jobless rate. Unemployment globally has much further to run. 

This bleak landscape, coupled with our view that the unprecedented level of public debt accumulating is simply stoking economic difficulties for the next generation, makes us very cautious for the year ahead. Quite simply, the US and UK governments, in particular, can’t afford all these measures and they risk creating further economic dislocation. 

The opinions in this article are those held by the authors at the time of publication.