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Sovereign bond spreads: from too high to too low?

Frontier Markets Wrap

Sovereign bond spreads: from too high to too low?

Spain logistics rent growth upgrade, but Madrid to trail

Europe Commercial Property Update

Spain logistics rent growth upgrade, but Madrid to trail

UK Retail Sales (Apr. 2024)

UK Economics Rapid Response

UK Retail Sales (Apr. 2024)

Upcoming Shunto will thwart further policy tightening

Japan Economics Weekly

Upcoming Shunto will thwart further policy tightening

Weaker consumption would lift risk of earlier rate cut

Australia & New Zealand Economics Weekly

Weaker consumption would lift risk of earlier rate cut

Japan Consumer Prices (Apr. 24)

Japan Rapid Response

Japan Consumer Prices (Apr. 24)

PMIs offer some better news on services price pressures

Global Economics Update

PMIs offer some better news on services price pressures

Saudi-US-China

Middle East & North Africa Economics Weekly

Saudi-US pact nears, MENA bond issuances, Iran election

Croatia’s outperformance in Europe to continue

Emerging Europe Economics Update

Croatia’s outperformance in Europe to continue

Smaller and slower falls in inflation and interest rates

UK Economics Update

Smaller and slower falls in inflation and interest rates

A Labour government probably wouldn’t roil UK markets

Capital Daily

A Labour government probably wouldn’t roil UK markets

Migration is preventing the supply of labour from shrinking

UK Economics Update

Migration is preventing the supply of labour from shrinking

Corporate credit spreads may end the year near extreme levels

Global Markets Update

Corporate credit spreads may end the year near extreme levels

US New Home Sales (Apr. 2024)

US Housing Market Rapid Response

US New Home Sales (Apr. 2024)

Healthcare hiring & spending spree has further to run

US Economics Update

Healthcare hiring & spending spree has further to run

Spillovers from the rally in Chinese equities

Asset Allocation Update

Spillovers from the rally in Chinese equities

Worst may not be over yet for South African financial assets

Global Markets Update

Worst may not be over yet for South African financial assets

South Africa flag

Africa Economics Focus

South Africa’s election: into the unknown?