Australia & New Zealand Economics Update
RBNZ still on track to cut rates to 2.25%
Global Economics Update
Which sectors will benefit most from AI?
Europe Economics
Drop-In: The Fed, ECB and BoE December meetings and the 2025 policy outlook
Drop-In: The World in 2025 – The global macro and market outlook
Canada Economics Update
Canada Housing Watch (Nov. 2024)
Capital Daily
Upward pressure on JGB yields could ease next year
Europe Economics Update
Underlying price pressures fading gradually
Latin America Economics Update
Growth in the Andes to disappoint
US Housing Market Rapid Response
Housing Starts (Oct. 2024)
Canada Rapid Response
Canada Consumer Prices (Oct. 2024)
Emerging Europe Rapid Response
Hungary Interest Rate Announcement (Nov.)
Europe Commercial Property Update
Larger rate cuts increase the scope for property yield falls
Bonds & Equities
We still see most yields falling despite higher Treasury yields
Australia & New Zealand Economics Focus
Muted housing recovery won’t prevent rapid rate cuts
Australia & New Zealand Rapid Response
RBA Minutes (Nov. 2024)
Capital Daily
We expect US equities to remain bond-proof
US Chart Pack
US Chart Pack (Nov. 2024)
