Capital Daily
First thoughts on the market implications of Japan’s “deal”
Japan Rapid Response
Trade deal points to resumption of BoJ tightening cycle this year
Capital Daily
Euro-zone spreads: beyond “core” and “periphery”
Emerging Markets Economics Update
EMs increasingly absorbing China’s surpluses
Africa Economics Update
Nigeria: rebasing lifts GDP but realities unchanged
Africa Rapid Response
Nigeria Interest Rate Announcement (Jul.)
Asset Allocation Update
Your questions on equities, bonds and FX answered
Emerging Europe Rapid Response
Hungary Interest Rate Announcement (Jul.)
US Commercial Property Update
US offices divergence poses both a risk and an opportunity
Middle East & North Africa Chart Pack
Middle East and North Africa Chart Pack (Jul. '25)
Europe Economics Update
ECB Bank Lending Survey (Q2 2025)
Asia Rapid Response
Thailand: new central bank appointment may raise concerns about central bank independence
UK Economics Rapid Response
UK Public Finances (Jun. 2025)
Australia & New Zealand Rapid Response
RBA Minutes (July 2025)
Capital Daily
Some more musings on very long-dated JGBs
Canada Economics Update
Outdated BoC surveys understate economic resilience
Europe Economics Update
French borrowing costs may soon exceed Italy’s
