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What to make of the ongoing equity rotation

Capital Daily

What to make of the ongoing equity rotation

Canada Housing Watch (Aug. 2025)

Canada Economics Update

Canada Housing Watch (Aug. 2025)

India’s GST reforms are an encouraging step

India Economics Update

India’s GST reforms are an encouraging step

Israel map

Emerging Europe Economics Update

Israel: GDP contraction should prove short-lived

Property downturn to weigh on Korea’s economy

Asia Economics Update

Property downturn to weigh on Korea’s economy

Valuation Monitor 2

Europe Commercial Property Valuation Monitor

Europe Commercial Property Valuation Monitor (Q3 2025)

Chile GDP (Q2 2025)

Latin America Rapid Response

Chile GDP (Q2 2025)

Chief Economist's Note

US chip reversal highlights policy incoherence in a fractured world

EZ trade surplus down but exports won’t keep falling

Europe Economics Update

EZ trade surplus down but exports won’t keep falling

SSA inflation trending down and rates will follow

Africa Economics Update

SSA inflation trending down and rates will follow

Agriculture

PepsiCo – Strategic Supply Chain Planning Amid Macroeconomic Uncertainty

Cairo Cityscape

Multinational Insurance Firm – Market Entry Strategy for Egypt

US Housing

Consumer Goods Company – Forecasting Market Demand Through Economic Modelling

Stakeholders

Margetts – Enhancing Fund Strategy Through Targeted Macroeconomic Insight

AI Technology

UK Department for Culture, Media & Sport – Shaping AI Policy Through Business Adoption Modelling

Johannesburg cityscape

Economic Development Board of Mauritius – Demonstrating Mauritius’ Role in Africa’s Sustainable Growth

Pylon with energy flowing

Global Private Equity Firm – Informed Investment Strategy Through Macroeconomic and Energy Sector Forecasting in Poland

Roundabout with 5 exits

Global Private Equity Firm – Cross-Country Economic Analysis of Central and Eastern Europe