UK Economics Update
What could policymakers do in response to higher gilt yields?
US Rapid Response
Producer Prices (Dec. 2024)
Global Economics Focus
Trump, tariffs and global supply chains
Commodities Update
Sanctions boost oil prices, but impact will fade away
Commodities Update
US oil firms’ post-election optimism will be short-lived
China Rapid Response
Bank Lending & Broad Credit (Dec.)
Capital Daily
We think US stocks will rebound with big tech in the lead
Drop-In: UK Commercial Property in 2025 – Do higher gilt yields augur ill?
US Commercial Property Update
Fires in LA highlight rising climate-related risk to CRE
US Economics Update
Debt ceiling drama begins to brew
FX Markets Update
Brazilian real bottoming out, but fiscal risks persist
UK Economics Chart Pack
UK Economics Chart Pack (Jan. 2025)
Climate Economics Update
A nuanced take on renewable rollout outperformance
India Rapid Response
India Consumer Prices (Dec. 2024)
Chief Economist's Note
From US outperformance to the DM bond sell-off – Key questions at 2025’s start
Drop-In: US Commercial Real Estate in 2025 – How much pain, how much gain?
