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Emerging Europe Rapid Response

Poland GDP (Q2 2025)

London house prices to outperform the rest of UK

UK Housing Market Update

London house prices to outperform the rest of UK

Asia Rapid Response

Thailand Monetary Policy Announcement (August)

RBNZ’s easing cycle has further to go

RBNZ Watch

RBNZ’s easing cycle has further to go

Australia & New Zealand Rapid Response

Australia Wage Price Index (Q2 2025)

FOMC cuts wouldn’t guarantee lower long-end yields

Capital Daily

FOMC cuts wouldn’t guarantee lower long-end yields

BRICS Countries on world map

Emerging Markets Economics Update

Is Trump the mortar for the BRICS?

“Euro safe assets” are a pipe dream

Europe Economics Focus

“Euro safe assets” are a pipe dream

Italian prime retail benefits from strong tourism

Europe Commercial Property Update

Italian prime retail benefits from strong tourism

Labour markets weakening in most DMs, not just US

Global Economics Update

Labour markets weakening in most DMs, not just US

Strong rent prospects support UK industrial valuations

UK Commercial Property Update

Strong rent prospects support UK industrial valuations

CE UK Unemployment Proxy signals a looser labour market

UK Economics Update

CE UK Unemployment Proxy signals a looser labour market

US Consumer Prices (Jul. 2025)

US Rapid Response

US Consumer Prices (Jul. 2025)

Brazil IPCA (July 2025)

Latin America Rapid Response

Brazil IPCA (July 2025)

Egypt: improved competitiveness easing external strains

Middle East & North Africa Economics Update

Egypt: improved competitiveness easing external strains

On the severed bond between Swiss and German bonds

Bonds Update

On the severed bond between Swiss and German bonds

The Philippines: Marcos Jr.’s mid-term scorecard

Asia Economics Update

The Philippines: Marcos Jr.’s mid-term scorecard

India Consumer Prices (Jul. 2025)

India Rapid Response

India Consumer Prices (Jul. 2025)