Commodities Outlook
Tariff uncertainty overshadows fundamental weakness
Latin America Rapid Response
Mexico Bi-Weekly CPI (Mar. 2025)
Chief Economist's Note
The path to solving global imbalances doesn’t run through Mar-a-Lago
Europe Commercial Property Focus
Dutch residential to outperform in the euro-zone
UK Economics Rapid Response
UK S&P Global Flash PMIs (Mar. 2025)
Emerging Europe Rapid Response
Poland Activity Data (Feb.)
Europe Rapid Response
Euro-zone Flash PMIs (March 2025)
Asia Economics Update
Korea’s poor demographics are not destiny just yet
Commodities Update
Tariffs or no tariffs, LME copper prices will still fall
Podcast
The Mar-a-Lago myth, another crisis in Turkey and Rachel Reeves' under pressure
FX Markets Weekly Wrap
Dollar consolidating as tariff deadline draws nearer
Capital Daily
Europe’s stock market: no big tech, no big sweat
Canada Economics Weekly
Canada Weekly: Prices, population and politics
US Economics Weekly
US Weekly: Fed operating in the dark
China Economics Weekly
China Weekly: China’s 10-year yields to fall below Japan’s
UK Economics Weekly
UK Weekly: Tighter monetary and fiscal policy for longer
Latin America Economics Weekly
Latin America Weekly: Petro’s finance minister #4, new macro forecasts
