Podcast
Special Episode: UK Budget – Macro impact, market reaction
Europe Commercial Property
CRE Drop-In: The residential outlook – Europe vs the US and the case for outperformance
CE Insights
How the US Election Could Impact China’s Growth: Key Differences Between Trump and Harris
Chief Economist's Note
Governments must fly the flag of fiscal rectitude as bond vigilantes circle
CE Insights
Key Insights on the US Election's Economic Impact: What’s at Stake for the US and Global Markets
Podcast
Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more
Global Drop-In: Is inflation still a threat?
Australia & New Zealand Economics
ANZ Drop-In: Australian Q3 CPI and the timing of RBA rate cuts
Chief Economist's Note
China, bonds, Trump – The big talking points from a week in Asia
Podcast
What Trump gets wrong on tariffs, a super-sized ECB rate cut, EV sales vs oil demand and more
Canada Drop-In: Why the market is coming round to our BoC rates call
Drop-In: South Africa Budget – Are the public finances really on the mend?
Chief Economist's Note
Interest rates will be higher in this cycle
Podcast
Another China stimulus let-down, the Fed and ECB’s next steps, India’s commodities demand and more
