Europe Chart Pack
Europe Chart Pack (Oct. 2024)
Europe Economics Update
Euro-zone household saving rate likely to stay high
India Economics Weekly
Oil and current account risks, RBI preview
UK Commercial Property Rapid Response
S&P Global/CIPS Construction PMI (Sep 24)
Podcast
Larry Adam and Neil Shearing on the global macro/markets outlook
Equities Update
Is this time different for China’s stock market?
Australia & New Zealand Economics Weekly
Changes to housing tax breaks could hit rental supply
Japan Economics Weekly
Government won’t prevent further rate hikes
US Economics Update
Are the upside risks to core inflation mounting?
Commodities Chart Pack
Commodities Chart Pack (Oct. 2024)
Emerging Europe Economics Update
Russia’s defence spending to raise inflation, fiscal risks
Capital Daily
We see more weakness in GBP, notably against EUR
Europe Economics Focus
Headline inflation will be below 2% next year
Africa Economics Update
Is Nigeria benefitting from a weaker naira?
US Commercial Property Update
Mall divergence to persist as luxury boosts top-tier assets
Asset Allocation Update
What to make of the industrial heartland of the US stock market?
US Rapid Response
ISM Services (Sep)
