
Europe Economics Update
Germany no longer immune to budget trouble

Middle East & North Africa Economics Update
Saudi Arabia and the possible implications of MbS as king

Europe Rapid Response
Germany Flash HICP (June)
Podcast
Biden’s debate stumble and the macro/market context, UK election preview, shipping rates resurgent and more

Chief Economist's Note
Nvidia, AI, and the bubble that’s not yet ready to burst

Africa Data Response
South Africa Manufacturing PMI (Jun.)
UK Commercial Property Rapid Response
Lending to commercial property (May 24)

UK Economics Rapid Response
UK Money & Lending (May 2024)
Emerging Europe Rapid Response
Emerging Europe Manufacturing PMIs (Jun.)

UK Housing Market Rapid Response
Nationwide House Prices (Jun. 2024)

Asia Economics Update
Manufacturing PMIs, Korean trade, Indonesia inflation

Japan Economics Focus
Will rising JGB yields cause capital repatriation?

Australia & New Zealand Economics Update
Australia CoreLogic House Prices (Jun.)

Japan Rapid Response
Tankan (Q2 2024)

Europe Economics Update
First round results of France’s parliamentary election

Capital Daily
Investors appear unfazed by odds favouring Trump

FX Markets Weekly Wrap
Dollar treads water ahead of US non-farm payrolls
