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Valuation Monitor

US Commercial Property Valuation Monitor

US Commercial Property Valuation Monitor (Q4 2024)

Euro parity is back on the cards

Capital Daily

Euro parity is back on the cards

Europe Chart Pack

Europe Drop-In: Germany's political crisis – Macro and market consequences

Chief Economist's Note

Trump’s near-term macro impact won’t be big. Longer term is a very different story.

China Consumer & Producer Prices (Oct. 2024)

China Rapid Response

China Consumer & Producer Prices (Oct. 2024)

Podcast

Trump up-ends the macro narrative and the Chinese stimulus that wasn’t

Trump, tariffs, and the dollar

FX Markets Weekly Wrap

Trump, tariffs, and the dollar

Trump win creates headache for Bank of Canada

Canada Economics Weekly

Trump win creates headache for Bank of Canada

Trump presidency to bring mixed outcomes for Africa

Africa Economics Weekly

Trump presidency to bring mixed outcomes for Africa

Donald Trump and Vladimir Putin

Emerging Europe Economics Weekly

War and peace

Will Trump really be good for US equities?

Capital Daily

Will Trump really be good for US equities?

Mexico’s lessons from Trump 1.0, Argentina’s hopes

Latin America Economics Weekly

Mexico’s lessons from Trump 1.0, Argentina’s hopes

White House

US Economics Weekly

Will Trump be good or bad for the economy?

Europe Chart Pack

Europe Chart Pack (Nov. 2024)

US Rapid Response

Uni. Of Michigan Consumer Sentiment (Nov. 2024)

What happened to the fiscal stimulus?

China Economics Update

What happened to the fiscal stimulus?

How Europe will try to defuse a Trump trade war

Europe Economics Weekly

How Europe will try to defuse a Trump trade war

Our new forecasts after the Budget and the US election

UK Economics Weekly

Our new forecasts after the Budget and the US election