US Rapid Response
Income & Spending (June)
Europe Economics Weekly
Euro-zone continues sluggish recovery
Emerging Europe Rapid Response
Russia Interest Rate Announcement (Jul.)
Asia Economics Weekly
Korean weakness, CBSL rate cut, Vietnam uncertainty
India Economics Weekly
Modi gets the memo on employment
Commodities Update
Olympic medals to lose their shine before long
Global Markets Update
Scepticism warranted on China’s capital market reforms
Japan Economics Weekly
Services inflation slowing but broadening
Global Markets Update
India’s budget no boon for the country’s bonds & stocks
Australia & New Zealand Economics Weekly
Antipodean central banks to part ways on policy
Asia Rapid Response
Singapore Central Bank Policy Meeting (July)
Japan Rapid Response
Japan Tokyo CPI (July 24)
Capital Daily
We think big-tech stocks will return to the top
BoE Watch
It’s close, but BoE to keep rates on hold for a little longer
Asset Allocation Focus
We doubt this is the start of a far bigger rotation in US equities
Asset Allocation Update
Trump & ESG markets
Middle East & North Africa Economics Weekly
Egypt energy woes, UAE GDP, Tunisia elections
