Global Economics Update
PMIs show weaker activity but resilient price pressures
US Economics Weekly
Fiscal outlook deteriorates further
Commodities Weekly
Metals prices still on shaky ground
US Housing Market Rapid Response
US Existing Home Sales (May 2024)
Asset Allocation Update
French politics need not sink euro-zone stocks
Europe Economics Update
Netherlands set to outperform the euro-zone average
Canada Rapid Response
Canada Retail Sales (Apr. 2024)
UK Economics Weekly
Three key economic implications of a Labour govt
Asset Allocation Update
AI bubble could continue to inflate, in the US and globally
Europe Economics Weekly
Excessive deficits; lessons from Italy’s 2018 mini crisis
Asia Economics Weekly
Thai budget boost, Singapore’s cooling jobs market
UK Commercial Property Update
Why we think yield compression will be limited
Emerging Europe Economics Weekly
CEE easing cycles shifting down a gear
UK Economics Rapid Response
UK S&P Global/CIPS Flash PMIs (Jun. 2024)
Global Markets Update
Risk premia on Latin American assets may rise further
India Economics Weekly
Bond index ambitions realised, Q3 Outlook
Drop-In: French election outcome – Fiscal policy outlook and market risk
