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US Rapid Response

US ISM Manufacturing Index (Apr. 2025)

China exports

Africa Economics Update

China’s export surge and what it means for Africa

UK Housing Outlook: Housing relatively well insulated from Trump tariffs

UK Housing Market Outlook

UK Housing Outlook: Housing relatively well insulated from Trump tariffs

What to make of the US-Ukraine minerals deal?

Commodities Update

What to make of the US-Ukraine minerals deal?

Saudi Arabia GDP (Q1 ‘25, Flash Estimate)

Middle East & North Africa Rapid Response

Saudi Arabia GDP (Q1 ‘25, Flash Estimate)

The BoJ, JGB yields and the risk of capital repatriation

Capital Daily

The BoJ, JGB yields and the risk of capital repatriation

UK Commercial Property Rapid Response

Lending to UK commercial property (Mar. 25)

UK Money & Lending (Mar. 2025)

UK Economics Rapid Response

UK Money & Lending (Mar. 2025)

Bank of Japan will hike rates again before long

Japan Economics Update

Bank of Japan will hike rates again before long

Korea: shrugging off the trade war (for now)

Asia Economics Update

Korea: shrugging off the trade war (for now)

Japan Rapid Response

Bank of Japan Meeting (May 25)

Weak housing market starting to weigh on inflation

Australia & New Zealand Economics Update

Weak housing market starting to weigh on inflation

What to make of the US-Ukraine minerals deal?

Commodities Update

What to make of the US-Ukraine minerals deal?

Euro-zone equity outperformance is on borrowed time

Capital Daily

Euro-zone equity outperformance is on borrowed time

US Fed Watch: Fed won’t cave to Trump pressure

US Fed Watch

US Fed Watch: Fed won’t cave to Trump pressure

Global risks

Emerging Markets Financial Risk Monitor

EM Financial Risk Monitor (Apr. 2025)

Amazon expansion unlikely to bring turnaround for industrial

US Commercial Property Update

Amazon expansion unlikely to bring turnaround for industrial

Tariffs and green tech; Canada’s “carbon tax” election

Climate Economics Monthly

Tariffs and green tech; Canada’s “carbon tax” election