Capital Daily
Back to the future?
US Housing Market Update
Assessing the risks to single-family home construction
US Commercial Property Update
Q1 US CRE activity sprouts, but tariffs weigh on recovery
Chief Economist's Note
The future of Europe
Global Economics Update
A truce in the US-China trade war
China Rapid Response
China Consumer & Producer Prices (Apr. 2025)
Podcast
US-China trade talks preview, what to make of that US-UK "deal", and the future of Europe
FX Markets Weekly Wrap
Wait-and-see FOMC gives the dollar some respite
Capital Daily
Trade deals may provide limited boost to US assets
Europe Economics Update
Portugal election to lead to policy continuation
Africa Economics Weekly
Africa Weekly: SSA fiscal slippage, SA reforms, Ghana inflation
Europe Chart Pack
Europe Chart Pack (May. 2025)
Emerging Europe Economics Weekly
Emerging Europe Weekly: Romania on the rocks after election re-run
Canada Economics Weekly
Canada Weekly: Exports hold up despite tariff blow
US Economics Weekly
US Weekly: Fed on hold as China trade talks begin
Latin America Economics Weekly
Latin America Weekly: Lower oil prices, Banxico on track for another 50bp cut
UK Economics Weekly
UK Weekly: UK-US trade deal not a game changer; BoE’s hawkish shift
