Asia Economics Update
Thailand: the new sick man of Asia
India Economics Update
The rise of the Indian tourist
Commodities Update
Silver to outperform gold over the coming years
Europe Rapid Response
Germany Ifo Survey (January 2025)
China Economics Update
China ramping up use of export controls
Japan Economics Update
Japan’s labour market to remain tight despite rate hikes
Podcast
Trump vs the Fed, the real Stargate story and why oil prices look even shakier
US Commercial Property Update
Trump and US CRE: Four key client questions
Emerging Europe Economics Weekly
Trump’s threat to Putin, CBRT easing, CEE growth
FX Markets Weekly Wrap
FX Weekly: Disappointment for the dollar in Trump’s first week back
Africa Economics Weekly
Africa Weekly: Nigeria oil and BRICS, Mozambique LNG delay
US Economics Weekly
US Weekly: What have we learned from Trump’s first week?
Canada Economics Weekly
Canada Weekly: Tariff uncertainty casts clouds over recent upturn
US Housing Market Rapid Response
US: Existing Home Sales (Dec. 2024)
Global Economics Update
PMIs point to price pressures intensifying
Latin America Economics Weekly
Latin America Weekly: Tariffs, transit fees, and terrorists
UK Economics Weekly
UK Weekly: New year, same dilemma for the BoE
