Asset Allocation Update
Will US equity underperformance last?
Europe Commercial Property Update
Out-of-town retail will continue to beat the street
Middle East & North Africa Economics Weekly
War escalates; all eyes on Israel
Emerging Markets Economics Focus
EMs, fracturing and the scramble for raw materials
Europe Rapid Response
Swiss CPI (September)
Emerging Europe Rapid Response
Turkey Consumer Prices (Sep.)
Australia & New Zealand Economics Update
Off-budget boost to spending won’t last
Global Economics Update
What to expect as the loosening cycle really kicks off
Capital Daily
What to make of markets & the Mideast escalation
Commodities Update
Spike in oil risk premium masks fundamental frailties
RBI Watch
New-look MPC will wait until December to cut rates
Drop-In: The global macro and markets outlook – What you need to know
Europe Rapid Response
France budget (2025)
Emerging Europe Rapid Response
Poland Interest Rate Announcement (Oct.)
US Housing Market Rapid Response
Mortgage Applications (Sep. 2024)
Global Commercial Property Chart Pack
Global Commercial Property Chartpack (Q3 2024)
UK Economics Update
Trump tariffs may not be so bad for the UK
