Skip to main content
Recovery in mortgage lending has further to run

UK Housing Market Update

Recovery in mortgage lending has further to run

Auto production

CE Insights

Markets fears about the global manufacturing outlook look misplaced

Brazil IPCA (Aug. 2024)

Latin America Rapid Response

Brazil IPCA (Aug. 2024)

CE Gold forecast (Sep. 2024)

Commodities Update

Is gold priced for perfection?

Will India kickstart the next commodity boom?

Commodities Focus

Will India kickstart the next commodity boom?

Egypt Consumer Prices (Aug. 2024)

Middle East & North Africa Rapid Response

Egypt Consumer Prices (Aug. 2024)

UK Labour Market (Jul. 2024)

UK Economics Rapid Response

UK Labour Market (Jul. 2024)

China Merchandise Trade (Aug. 2024)

China Rapid Response

China Merchandise Trade (Aug. 2024)

New US export controls will be harder to overcome

China Economics Update

New US export controls will be harder to overcome

A few thoughts on the “Fed Put” & markets

Capital Daily

A few thoughts on the “Fed Put” & markets

How to gauge recession risk in DMs

Global Economics Focus

How to gauge recession risk in DMs

Mexico Consumer Prices (Aug. 2024)

Latin America Rapid Response

Mexico Consumer Prices (Aug. 2024)

Draghi & Letta proposals are no silver bullet

Europe Economics Update

Draghi & Letta proposals are no silver bullet

As the data spin contrasting economic narratives, which will central banks follow?

Chief Economist's Note

As the data spin contrasting economic narratives, which will central banks follow?

China Consumer & Producer Prices (Aug. 2024)

China Rapid Response

China Consumer & Producer Prices (Aug. 2024)

We think the post-payroll market jitters are overdone

Capital Daily

We think the post-payroll market jitters are overdone

Dollar finding a floor post payrolls

FX Markets Weekly Wrap

Dollar finding a floor post payrolls

August jobs report just about enough for the Fed

US Economics Weekly

August jobs report just about enough for the Fed