Europe Economics Update
How could Europe finance extra defence spending?
Africa Rapid Response
Nigeria GDP (Q4 2024)
US Housing Market Rapid Response
US Case-Shiller/FHFA House Prices (Dec. 2024)
Europe Commercial Property Update
Industrial’s pandemic-era boom over; steady demand ahead
Long Run Economic Outlook
Global megatrends will outweigh Trump disruption
Emerging Europe Rapid Response
Hungary Interest Rate Announcement (Feb.)
Latin America Rapid Response
Brazil IPCA-15 (Feb. 2025)
China Economics
China Drop-In: 2025 NPC – Setting policy goals in a trickier global environment
Bonds & Equities
Drop-In: Is US equities exceptionalism dead?
Japan Economics
Japan Drop-In: The Shunto, the Bank of Japan and the inflation and policy outlook
UK Economics
Drop-In: Can the UK housing market continue to shrug off the weak economy?
Europe Economics Update
EZ negotiated wage inflation will fall sharply this year
India Economics Update
India trip notes – Trump tariffs, the digital boom and data
Asia Economics Update
Korea: further easing coming
FX Markets Update
AUD & NZD: The Trump Trade’s worst victims?
China Economics Update
Here’s what China can offer to buy from the US
Asia Rapid Response
Korea Policy Rate Meeting (February 2025)
