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France risk and ”reverse contagion”

Europe Economics Weekly

France risk and ”reverse contagion”

Bank Lending & Broad Credit (May)

China Rapid Response

Bank Lending & Broad Credit (May)

Malaysia subsidy cuts, BoK minutes, Pakistan budget

Asia Economics Weekly

Malaysia subsidy cuts, BoK minutes, Pakistan budget

Chinese EVs

China Economics Weekly

Europe leaves the road open for China’s EV-makers

South Africa Parliament

Africa Economics Update

ANC-DA coalition helps to calm investors’ nerves

New government, same faces

India Economics Weekly

New government, same faces

UK Drop-In: The General Election results – The morning after and the macro/markets outlook

Bank will hike its policy rate once more in July

Japan Economics Update

Bank will hike its policy rate once more in July

Sweden CPI (May)

Europe Rapid Response

Sweden CPI (May)

Higher bond yields won’t prompt massive repatriation

Japan Economics Weekly

Higher bond yields won’t prompt massive repatriation

RBA will look past impact of energy rebates

Australia & New Zealand Economics Weekly

RBA will look past impact of energy rebates

Japan Rapid Response

Bank of Japan Meeting (Jun. 24)

US energy security to impede its energy transition

Energy Update

US energy security to impede its energy transition

BoE not ready to follow in the ECB’s footsteps…yet

BoE Watch

BoE not ready to follow in the ECB’s footsteps…yet

Treasury yields may not push JGB ones down further

Capital Daily

Treasury yields may not push JGB ones down further

London office starts spell trouble for non-prime space

UK Commercial Property Update

London office starts spell trouble for non-prime space

Why we think the 10-year Treasury yield will fall further

Global Markets Update

Why we think the 10-year Treasury yield will fall further

Will the next government deliver or deviate from its manifesto?

UK Economics Update

Will the next government deliver or deviate from its manifesto?