US Economics Focus
US Focus: The inflationary impact of tariffs for all
Equities Update
The rally in bank stocks has room to run
EM Drop-in: The Russia-Ukraine war – The macro and market implications of an end to fighting
Climate Economics Update
Looming supply crunch supports EU carbon prices
Drop-In: European Commercial Property Outlook – Is the recovery under threat?
Capital Daily
Could the stock market rally without its leaders?
US Housing Market Rapid Response
Case-Shiller/FHFA House Prices (Nov. 2024)
US Rapid Response
US Durable Goods Orders (Dec. 2024)
Emerging Europe Rapid Response
Hungary Interest Rate Announcement (Jan.)
Emerging Markets Economics Chart Pack
Emerging Markets Chart Pack (January 2025)
China Activity Monitor
CAP: Official data underplays China’s 2024 weakness
US Commercial Property Update
NCREIF Q4 Index - Gap between US CRE appraisals and sales prices to close in 2025
Capital Daily
Deep trouble for the US stock market?
Latin America Chart Pack
Latin America Chart Pack (Jan. 2025)
US Housing Market Rapid Response
US New Home Sales (Dec. 2024)
Commodities Update
Iron ore to suffer from China’s property weakness
Global Economics Update
What if Trump imposes tariffs on Canada and Mexico?
