Drop-In: US equities update – The state of the market’s big trends post sell-off

Emerging Markets Economics Update
Is EM central bank independence under threat?

Europe Economics Update
High household saving rate unlikely to plummet

US Commercial Property Update
NCREIF Q2 data show appraisers still lagging reality

Middle East & North Africa Chart Pack
Middle East and North Africa Chart Pack (July 2024)

Asia Rapid Response
Further easing on the cards

Europe Economics Update
Italy still spending NGEU money too slowly
Chief Economist's Note
UK public finances need fixing, but so do the rules that bind the Treasury

Long Run Update
Will ageing populations drag on productivity?

Middle East & North Africa Economics Update
The macro impact of an Israel-Hezbollah conflict
UK Commercial Property Rapid Response
Lending to commercial property (Jun. 24)

UK Economics Rapid Response
UK Money & Lending (Jun. 2024)

Europe Rapid Response
Sweden GDP (Q2)
Podcast
What to watch in a jam-packed week of market events

Canada Economics Weekly
Bank of Canada races ahead of the pack

FX Markets Weekly Wrap
Dollar keeps calm, carry trade unwinds

Capital Daily
Carry trade trouble need not pop the equity bubble
