UK Housing Market Rapid Response
UK Nationwide House Price Index (Sep. 2024)
Australia & New Zealand Economics Update
Surge in serviceability-exempted loans not a big threat
China Rapid Response
China PMIs (Sep. 2024)
Japan Rapid Response
Japan Industrial Production & Retail Sales (Aug. 24)
Podcast
China’s stimulus blizzard, the ECB’s quandary, Kamala Harris' housing plan and more
US Economics Weekly
Revisions clear up some nagging doubts
FX Markets Weekly Wrap
Muted PCE supports our view of an even weaker dollar
China Drop-In: Will this stimulus be enough to revive the economy?
China Economic Outlook
Pivot to stimulus lowers immediate risks
Capital Daily
Fewer cuts may push US & EZ yields up & the EUR sideways
Africa Economics Weekly
CBN surprise hike, Kenya’s turn to Abu Dhabi
Canada Economics Weekly
More reasons for the Bank to favour a 50bp cut
Latin America Economics Weekly
Mexico in Trump’s firing line, Colombia’s budget drama
Emerging Europe Economics Weekly
Romania’s fiscal risks, Russian economy under strain
UK Economics Weekly
The implications of more public investment
Europe Economics Weekly
October ECB cut not a done deal
US Rapid Response
Income & Spending (Aug)
