US Rapid Response
US Industrial Production (June 2025)
US Rapid Response
US Producer Prices (Jun 2025)
Africa Economics Update
South Africa’s bumpy recovery to continue
Europe Economics Update
Tariff front-running continues to support EZ exports
Asia Rapid Response
Indonesia Interest Rate Announcement (Jul. 2025) & US-Indonesia Trade Deal
UK Economics Rapid Response
UK Consumer Prices (Jun. 2025)
Australia & New Zealand Economics Focus
Inflation will remain soft even as demand recovers
Capital Daily
Inflation rebound still a headwind to US assets
US Commercial Property Update
US consumer sector divergence echoed in winning retailer types
US Economics Update
Rise in continuing claims not a big cause for concern
UK Commercial Property Update
Upward-only rent review ban in England and Wales would nudge commercial property yields up
US Rapid Response
US Consumer Prices (Jun 2025)
Canada Rapid Response
Canada Consumer Prices (Jun. 2025)
Africa Economics Focus
South Africa and the impact of a lower inflation target
FX Markets Update
EM FX rally has run its course as tariffs add to downside risk
Commodities Update
Low EU gas storage levels to push prices up this year
Europe Rapid Response
Euro-zone Industrial Production (May)
