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Egypt Consumer Prices (Mar. 2025)

Middle East & North Africa Rapid Response

Egypt Consumer Prices (Mar. 2025)

Asia Rapid Response

Philippines Monetary Policy Announcement (April)

UK RICS Residential Market Survey (Mar. 2025)

UK Housing Market Update

UK RICS Residential Market Survey (Mar. 2025)

China Consumer & Producer Prices (Mar. 2025)

China Rapid Response

China Consumer & Producer Prices (Mar. 2025)

Global Economics Rapid Response

Trump folds on tariffs under market pressure

More thoughts about the ongoing rout in Treasuries

Capital Daily

More thoughts about the ongoing rout in Treasuries

A pulse check on the oil market amid tariff mayhem

Commodities Update

A pulse check on the oil market amid tariff mayhem

Midwest outperformance will not last

US Commercial Property Update

Midwest outperformance will not last

chartbook

Canada Chart Pack

Canada Chart Pack (Apr. 2025)

Commodities oil

Emerging Markets Economics Update

What does the plunge in oil prices mean for EMs?

Middle East Emerging Markets

Middle East & North Africa Economics Update

Oil needs to fall a long way before Gulf’s pegs are at risk

Market chaos puts upward pressure on UK commercial property yields

UK Commercial Property Update

Market chaos puts upward pressure on UK commercial property yields

Gold, equity bear markets, and recessions

Commodities Update

Gold, equity bear markets, and recessions

Europe Chart Pack

Europe Chart Pack (Apr. 2025)

Reserve Bank of India

India Economics Update

RBI’s easing cycle will run further than most expect

India Rapid Response

RBI Policy Announcement (Apr. 25)

China tariffs

China Economics Update

China’s exports to the US set to collapse

Kazuo Ueda

Japan Economics Update

Escalating trade war will keep BoJ on sidelines for now