
Latin America Economic Outlook
Trump casts a shadow, fiscal risks to intensify

Bonds Focus
What to make of shrinking IG credit spreads
Europe Rapid Response
ECB Policy Announcement (December 2024)

China Economics Update
China’s dovish policy shift may not be enough

Latin America Economics Update
Will Brazil succumb to fiscal dominance?

UK Housing Market Update
What’s really happening with new build house prices?

India Rapid Response
India Consumer Prices (Nov. 2024)

Australia & New Zealand Economic Outlook
ANZ Outlook: RBA and RBNZ to walk different paths

Europe Rapid Response
Swiss National Bank Policy Meeting (Dec. 2024)

UK Housing Market Update
RICS Residential Market Survey (Nov. 2024)

Bank of Japan Watch
Bank of Japan will lift rates to 1.25% by mid-2026

Australia & New Zealand Rapid Response
Australia Labour Market (Nov. 2024)

Global Economics Update
Latest thoughts on r* and where rates end this cycle
Latin America Rapid Response
Brazil Interest Rate Announcement (Dec.)

UK Economics Update
Three ways the Spending Review could affect fiscal policy
Emerging Europe Rapid Response
Russia Consumer Prices (Nov.)

Canada Economics Update
Bank to revert to 25bp cuts
