
Frontier Markets Wrap
Sovereign bond spreads: from too high to too low?

Europe Commercial Property Update
Spain logistics rent growth upgrade, but Madrid to trail

UK Economics Rapid Response
UK Retail Sales (Apr. 2024)

Japan Economics Weekly
Upcoming Shunto will thwart further policy tightening

Australia & New Zealand Economics Weekly
Weaker consumption would lift risk of earlier rate cut

Japan Rapid Response
Japan Consumer Prices (Apr. 24)

Global Economics Update
PMIs offer some better news on services price pressures

Middle East & North Africa Economics Weekly
Saudi-US pact nears, MENA bond issuances, Iran election

Emerging Europe Economics Update
Croatia’s outperformance in Europe to continue

UK Economics Update
Smaller and slower falls in inflation and interest rates

Capital Daily
A Labour government probably wouldn’t roil UK markets

UK Economics Update
Migration is preventing the supply of labour from shrinking

Global Markets Update
Corporate credit spreads may end the year near extreme levels

US Housing Market Rapid Response
US New Home Sales (Apr. 2024)

US Economics Update
Healthcare hiring & spending spree has further to run

Asset Allocation Update
Spillovers from the rally in Chinese equities

Global Markets Update
Worst may not be over yet for South African financial assets
