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Is a bubble in India’s stock market deflating?

Equities Focus

Is a bubble in India’s stock market deflating?

What to make of another yield curve inversion

Capital Daily

What to make of another yield curve inversion

Trade TEUs

Global Economics Focus

How to think about tariffs

India Chart Pack

India Chart Pack (November 2024)

chartbook

US Commercial Property Chart Pack

US Commercial Property Chart Pack (Q4 24)

Emerging Europe Rapid Response

Israel Interest Rate Announcement (Nov.)

Housing construction

US Housing Market Update

Where are the residential construction layoffs?

US presidential seal

US Economics Update

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

chartbook

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

Nigeria GDP (Q3 2024)

Africa Rapid Response

Nigeria GDP (Q3 2024)

Emerging Europe Rapid Response

Romania Presidential Election (First Round)

Valuation Monitor 2

Europe Commercial Property Valuation Monitor

Europe Commercial Property Valuation Monitor (Q4 2024)

Inflation, China and AI – Trump isn’t the whole macro story

Chief Economist's Note

Inflation, China and AI – Trump isn’t the whole macro story

Germany Ifo Survey (November 2024)

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

SARB rate cuts, Nigeria’s optimistic budget

Africa Economics Weekly

SARB rate cuts, Nigeria’s optimistic budget

Dollar goes from strength to strength

FX Markets Weekly Wrap

Dollar goes from strength to strength