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How low could oil prices go if Saudi open the oil taps?

Commodities Update

How low could oil prices go if Saudi open the oil taps?

chartbook

US Chart Pack

US Chart Pack (Oct. 2024)

ECB history shows 50bp rate cut is possible

Europe Economics Update

ECB history shows 50bp rate cut is possible

Saudi-US-China

Middle East & North Africa Economics Weekly

MbS skips on BRICS+ summit but holds fruitful Egypt talks

dollar

Emerging Markets Economics Focus

EM debt restructurings: light at the end of the tunnel?

25bp rate cuts by ECB most likely, but 50bp possible

Europe Economics Update

25bp rate cuts by ECB most likely, but 50bp possible

Dutch logistics will continue to outperform

Europe Commercial Property Update

Dutch logistics will continue to outperform

US Rapid Response

Industrial Production (Sep. 2024)

Retail Sales (Sep. 2024)

US Rapid Response

Retail Sales (Sep. 2024)

Europe Rapid Response

ECB Policy Announcement (October 2024)

Emerging Europe Rapid Response

Turkey Interest Rate Announcement (Oct.)

Some good news on underlying inflation

Europe Economics Update

Some good news on underlying inflation

Australia Labour Market (Sep. 2024)

Australia & New Zealand Rapid Response

Australia Labour Market (Sep. 2024)

We think most DM yields will stay put through 2025

Capital Daily

We think most DM yields will stay put through 2025

Bank to accelerate loosening with 50bp cut

Bank of Canada Watch

Bank to accelerate loosening with 50bp cut

China stimulus unlikely to have big spillovers to DMs

Global Economics Update

China stimulus unlikely to have big spillovers to DMs

Canada Housing Watch (Oct. 2024)

Canada Economics Update

Canada Housing Watch (Oct. 2024)

South Africa’s lopsided economic recovery

Africa Economics Update

South Africa’s lopsided economic recovery