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European Commercial Property > European Commercial Property Updates — ECB QE to drive European commercial property yields lower stillGlobal Markets > Global Markets Update — Are markets too sanguine about contagion from Greece?European Economics > European Economics Update — Rise of populist parties unlikely to end austerityGlobal Markets > Global Markets Update — Will the ECB’s QE keep the euro under pressure?European Economics > European Data Response — German Ifo Survey (Jan.)European Economics > European Economics Update — Syriza victory threatens to reignite crisisCommodities Overview > Commodities Weekly Wrap — Oil prices finding a floor as precious metals reboundEuropean Economics > European Economics Update — What to look for in Sunday’s Greek electionEuropean Economics > European Economics Weekly — Two cheers for the ECBAgricultural Commodities > Agricultural Commodities Update — Weak demand to push the price of cocoa lower
Emerging Europe Economics > Emerging Europe Markets Monitor — ECB QE provides modest bump to marketsGlobal Markets > Global Markets Update — Will Greece’s election be more important for EZ bonds than QE?Commodities Overview > Commodities Data Response — China and Euro-zone Flash Manufacturing PMIs (Jan)European Economics > European Data Response — Euro-zone Flash PMIs (Jan.)European Economics > European Economics Update — QE meets expectations, but won’t work miraclesCommodities Overview > Commodities Update — What does QE in the euro-zone mean for commodities?Emerging Markets Economics > Emerging Markets Economics Update — ECB QE and what it means for emerging marketsEuropean Economics > European Economics Update — What to look for from the ECB todayEuropean Economics > European Economics Update — Danish central bank needs to do more to defend euro pegGlobal Economics > Global Economic Outlook — Oiling the wheels
European Economics > European Economics Update — Plan for NCBs to conduct QE will further limit its effectsEuropean Economics > European Economic Outlook — Crisis 2.0?China Economics > China Economics Update — How durable is the Hong Kong peg?European Economics > European Data Response — German ZEW & Euro-zone Bank Lending Survey (Jan.)European Commercial Property > European Commercial Property Updates — How will the Swiss franc’s appreciation affect property?Emerging Europe Economics > Emerging Europe Economics Update — The implications of ECB QE for Eastern EuropeEmerging Europe Economics > Emerging Europe Economics Update — The implications of ECB QE for Eastern EuropeGlobal Markets > Developed Markets Valuation Monitor — Swiss franc most overvalued DM currency after surge?European Economics > European Economics Weekly — SNB move is a heavy blow for the Swiss economyGlobal Markets > Global Markets Update — Some market implications of the SNB's change in policy
European Economics > ECB Watch — QE may disappoint high expectationsEuropean Economics > European Economics Update — Sustained franc strength will hit Swiss economy hardEuropean Commercial Property > European Commercial Property Updates — Lower oil prices unlikely to drive French retail recovery in 2015Global Markets > Global Markets Update — Would euro-zone equities benefit from QE?European Economics > European Data Response — Euro-zone Trade (Nov.)European Economics > European Data Response — Euro-zone Industrial Production (Nov.)European Commercial Property > European Commercial Property Updates — How will German logistics occupier demand fare this year?European Economics > European Data Response — Swedish CPI (Dec.)Global Economics > Global Economics Update — How might debt restructuring by Greece affect the IMF?European Economics > European Economics Update — Lower oil price and euro not all good for periphery
European Economics > European Economics Weekly — ECB to focus on deflation, not politicsEmerging Asia Economics > Emerging Asia Economics Weekly — What would a Grexit mean for Asia?Global Markets > Developed Markets Chart Book — Low oil price drives up US high-yield corporate spreadsEuropean Commercial Property > European Commercial Property Updates — Italian logistics rental values unlikely to rebound this yearEuropean Economics > European Data Response — German, French and Spanish Industrial Production (Nov.)European Economics > European Chart Book — Deflation will last longer this timeEuropean Economics > European Economics Update — Is a Grexit now more likely than ever?European Economics > European Data Response — Euro-zone EC Survey (Dec.) & EZ Retail Sales (Nov.)European Economics > European Economics Update — Euro-zone Fiscal Monitor (Dec.)European Economics > European Economics Update — Will euro-zone deflation be good or bad?
Global Economics > Global Economics Update — Why worry about deflation?European Economics > European Data Response — Euro-zone Flash CPI (Dec.) & Unemployment (Nov.)European Economics > European Economics Update — Euro weakness set to be sustainedEuropean Commercial Property > European Commercial Property Updates — Are euro-zone property markets already looking weaker in 2015?European Economics > European Data Response — Euro-zone Final PMIs (Dec.)European Economics > European Economics Update — Grexit dangers darken euro-zone outlookEuropean Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Nov.)Global Economics > Global Economics Update — A selection of key calls for 2015 and beyondEuropean Economics > European Economics Update — Could the ECB finance a euro-zone investment fund?European Commercial Property > European Commercial Property Updates — Can Prague retail rental growth pick up steam?
Global Economics > Global Policy Watch — What role for exchange rate ceilings?European Economics > European Economics Weekly — A predictably weak yearEuropean Commercial Property > European Commercial Property Updates — What’s the outlook for peripheral retail rental values?Global Markets > Developed Markets Valuation Monitor — Is the Norwegian krone now undervalued?European Economics > European Data Response — German Ifo Survey (Dec.)European Commercial Property > European Commercial Property Updates — Subdued German occupier demand offset by tight supplyEuropean Economics > European Economics Update — Will the Russian crisis push the euro-zone into recession?European Economics > European Economics Update — What will ECB QE do to the euro?European Economics > European Data Response — German ZEW Survey (Dec.) & Euro-zone Trade (Oct.)European Economics > European Economics Update — Sweden gearing up for unconventional monetary policy
European Economics > European Data Response — Euro-zone Flash PMIs (Dec.)European Economics > European Economics Update — Are markets right to be worried about Syriza?Global Markets > Global Markets Update — How would prolonged deflation affect euro-zone equities?European Economics > European Economics Weekly — Greek crisis and falling oil price strengthen case for QEEuropean Economics > European Data Response — Euro-zone Industrial Production (Oct.) & Employment (Q3)European Commercial Property > European Commercial Property Updates — How low will Copenhagen property yields fall this time around?European Economics > European Data Response — Ireland GDP (Q3)European Economics > European Data Response — Swedish CPI (Nov.)European Economics > European Economics Update — SNB will need to act against the franc very soonEuropean Economics > European Economics Update — Iceland prepares to lift capital controls but delays likely
European Economics > European Economics Update — What will be the fall-out from the latest Greek crisis?UK Cities & Regions > UK Cities & Regions Update — Disappointing regional export figures mask reasons for optimismEuropean Economics > European Economics Update — Spain’s housing recovery will be painfully slowEuropean Economics > European Economics Update — Greek yields to remain high despite programme extensionEuropean Commercial Property > Non-euro European Commercial Property Analyst — Prime yields to fall for another three yearsEuropean Economics > European Data Response — German Industrial Production (Oct.)European Economics > European Economics Weekly — ECB must deliver on QE to push euro lowerEuropean Economics > European Data Response — Euro-zone GDP Breakdown (Q3)European Economics > European Data Response — Iceland GDP (Q3)European Commercial Property > Euro-zone Commercial Property Analyst — Further yield compression to boost capital values
European Economics > European Economics Update — QE is coming, but it won’t revive the euro-zoneEuropean Economics > European Chart Book — Lower oil prices to tip euro-zone into deflationEuropean Economics > European Economics Update — Deflation a bigger threat to Sweden than Budget chaosEuropean Economics > European Economics Focus — Can QE revive the euro-zone?European Economics > European Data Response — Euro-zone Final PMIs (Nov.) & Retail Sales (Oct.)European Economics > European Data Response — Swiss GDP (Q3)European Economics > European Economics Update — Euro-zone Fiscal Monitor (Nov.)European Commercial Property > European Commercial Property Updates — What will lower Bund yields mean for property?European Economics > European Economics Update — Will lower oil prices do the ECB’s job for it?European Economics > European Economics Update — How will other European central banks react to ECB QE?
Global Economics > Global Central Bank Watch — ECB, BoJ and People’s Bank to loosen policy furtherGlobal Economics > Global Monetary Indicators Monitor — ECB to join Bank of Japan in full-blown QEGlobal Markets > Global Markets Update — What if the Swiss vote to “save our gold”?European Economics > European Economics Weekly — Has the euro fallen far enough?European Commercial Property > European Commercial Property Updates — New retail supply will dampen rental growth in the Polish regionsEuropean Economics > European Data Response — Euro-zone Flash CPI (Nov.) & Unemployment (Oct.)European Economics > European Data Response — Swedish & Danish GDP (Q3)European Economics > ECB Watch — QE’s coming, probably in JanuaryEuropean Economics > European Data Response — German Flash CPI & Unemployment (Nov.)European Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Oct.)
European Economics > European Data Response — Euro-zone EC Survey (Nov.)European Commercial Property > European Commercial Property Focus — ECB on hold: will commercial property in the periphery outperform?European Economics > European Economics Update — What will ECB QE do to core euro-zone bond yields?Global Markets > Global Markets Update — Are Bunds the new JGBs?European Economics > European Economics Update — Troika call to pay taxes faster may hurt Greek recoveryEuropean Economics > European Data Response — German GDP (Q3) & French Business Confidence (Nov.)European Economics > European Data Response — German Ifo Survey (Nov.)European Economics > European Economics Weekly — ECB divisions point to half-hearted QEEuropean Economics > European Economics Update — Juncker’s investment plan is unlikely to amount to muchEuropean Commercial Property > European Commercial Property Updates — Milan office vacancy rate set to rise further
European Economics > European Economics Focus — Will lower oil prices end Norway’s long boom?European Economics > European Economics Update — Weaker Portuguese exports show need for more reformCommodities Overview > Commodities Data Response — PMIs point to subdued commodity demandEuropean Economics > European Data Response — Norwegian GDP (Q3)European Economics > European Data Response — Euro-zone Flash PMIs (Nov.)Commodities Overview > Commodities Update — Will ECB or SNB purchases boost the gold price?European Commercial Property > European Commercial Property Updates — Low office development supports Vienna rental valuesEuropean Economics > European Economics Update — Which assets should the ECB buy?US Economics > US Economics Update — Is QE in Japan and Europe good or bad for the US?European Economics > European Economics Update — Falling oil prices to tip the euro-zone into deflation
Global Economics > Global Economics Update — How would QE in the euro-zone affect the rest of the world?European Economics > European Economics Update — Debt still a drag on Dutch household spendingEuropean Economics > European Data Response — German ZEW Survey (Nov.)European Economics > European Economics Update — Greece exits recession but big challenges remainEuropean Economics > European Data Response — Euro-zone Trade (Sep.)European Economics > European Economics Weekly — The periphery catches up – oh dearEuropean Economics > European Data Response — Euro-zone GDP (Q3 Prov.)European Commercial Property > Non-euro European Commercial Property Chart Book — Russia pulls down Emerging European property indicatorsEuropean Economics > European Data Response — German & French GDP (Q3)European Commercial Property > European Commercial Property Updates — Moscow capital values have further to fall
European Economics > European Economics Update — Is QE already priced in?European Economics > European Data Response — Euro-zone Industrial Production (Sep.)European Economics > European Data Response — Swedish CPI (Oct.)European Economics > European Economics Update — Will negative yields render ECB QE useless?European Economics > European Economics Weekly — What will trigger ECB QE and when?European Commercial Property > European Commercial Property Updates — German office occupier market stronger than take-up data suggestEuropean Economics > European Data Response — German & French Industrial Production (Sep.)European Economics > European Economics Update — ECB’s Draghi signals QE is imminentEmerging Europe Economics > Emerging Europe Economics Focus — 25 years on from the “Fall of the Wall”European Commercial Property > Euro-zone Commercial Property Chart Book — Investment appetite strong despite economic slowdown