China Chart Pack
China Chart Pack (Jan. 25)
Capital Daily
DeepSeek’s threat to US equity outperformance
Asia Economics Weekly
Asia Weekly: Further easing ahead in Pakistan and Sri Lanka
Europe Rapid Response
Germany states, France, Spain Flash HICP (Jan. 2025)
India Economics Weekly
India Weekly: Can policymakers bring back the good times?
China Drop-In: Tariffs, AI and economic growing pains in the Year of the Snake
UK Housing Market Rapid Response
UK Nationwide House Prices (Jan. 2025)
Japan Economics Weekly
Structural labour shortages point to more rate hikes
Australia & New Zealand Economics Weekly
ANZ Weekly: RBA will start cutting rates in February
Japan Rapid Response
Japan Activity & Labour Market (Dec. 24) & Tokyo CPI (Jan. 25)
China Economics Update
Is China overtaking in AI?
Capital Daily
We see Bund yields falling this year even if UST yields don’t
Emerging Markets Economics Update
EMs and the suspension of US aid
UK Commercial Property Update
RICS survey supports our call of a modest UK commercial property recovery
US Commercial Property Update
Q4 RICS survey confirms US CRE recovery is on its way
Middle East & North Africa Economics Weekly
MENA Weekly: OPEC+ and Trump, Egypt’s debt issuance
Europe Economics Update
EC survey points to stagnation and risks to inflation
