
Equities Focus
Is a bubble in India’s stock market deflating?

Capital Daily
What to make of another yield curve inversion

Global Economics Focus
How to think about tariffs
India Chart Pack
India Chart Pack (November 2024)

US Commercial Property Chart Pack
US Commercial Property Chart Pack (Q4 24)
Emerging Europe Rapid Response
Israel Interest Rate Announcement (Nov.)

US Housing Market Update
Where are the residential construction layoffs?

US Economics Update
It's Trump's world, his cabinet just live in it

Latin America Chart Pack
Latin America Chart Pack (November 2024)
Global Drop-In: US tariffs – How they’ll work, what they’ll do and how the world will respond

Africa Rapid Response
Nigeria GDP (Q3 2024)
Emerging Europe Rapid Response
Romania Presidential Election (First Round)

Europe Commercial Property Valuation Monitor
Europe Commercial Property Valuation Monitor (Q4 2024)

Chief Economist's Note
Inflation, China and AI – Trump isn’t the whole macro story

Europe Rapid Response
Germany Ifo Survey (November 2024)
Podcast
Trying to avoid talking Trump and what an end to the Ukraine war could look like

Africa Economics Weekly
SARB rate cuts, Nigeria’s optimistic budget
