Emerging Europe Rapid Response
Poland GDP (Q2 2025)

UK Housing Market Update
London house prices to outperform the rest of UK
Asia Rapid Response
Thailand Monetary Policy Announcement (August)

RBNZ Watch
RBNZ’s easing cycle has further to go
Australia & New Zealand Rapid Response
Australia Wage Price Index (Q2 2025)

Capital Daily
FOMC cuts wouldn’t guarantee lower long-end yields

Emerging Markets Economics Update
Is Trump the mortar for the BRICS?

Europe Economics Focus
“Euro safe assets” are a pipe dream

Europe Commercial Property Update
Italian prime retail benefits from strong tourism

Global Economics Update
Labour markets weakening in most DMs, not just US

UK Commercial Property Update
Strong rent prospects support UK industrial valuations

UK Economics Update
CE UK Unemployment Proxy signals a looser labour market

US Rapid Response
US Consumer Prices (Jul. 2025)

Latin America Rapid Response
Brazil IPCA (July 2025)

Middle East & North Africa Economics Update
Egypt: improved competitiveness easing external strains

Bonds Update
On the severed bond between Swiss and German bonds

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