Capital Daily
Germany close to releasing the brake – all aboard?
US Commercial Property Update
PREA consensus forecasts still well above our US CRE returns
US Rapid Response
US Industrial Production (Feb 2025)
US Housing Market Rapid Response
US Housing Starts (Feb. 2025)
Canada Rapid Response
Canada Consumer Prices (Feb. 2025)
China Economics Update
Overcapacity to keep China in deflation
Asia Economics Update
Indonesia: equity plunge underscores policy concerns
Latin America Rapid Response
Chile GDP (Q4 2024)
Bonds Update
Tariffs matter more for Canadian markets than the election
Global Markets Update
South Africa’s political uncertainty likely to weigh on assets
Canada Economics Update
Canada Housing Watch (Mar. 2025)
Commodities Update
US oil output resilient amid industry “disruption”
China Economics Update
China’s latest consumption plan fails to deliver
Latin America Economics Update
Peru: slowing but still a regional outperformer
US Rapid Response
US Retail Sales (Feb. 2025)
Capital Daily
The relative prospects for Chinese and Indian equities
Chief Economist's Note
Trump is right to fixate on the trade deficit – just not for the reason he thinks
