UK Commercial Property Data Response RICS Commercial Property Market Survey (Q2) The latest RICS Commercial Property Survey gave fresh evidence that sentiment in the property sector has deteriorated since June’s referendum. 25th July 2016 · 1 min read
UK Data Response CBI Industrial Trends Survey (Jul. & Q3) The CBI Industrial Trends Survey for July and Q3 showed that manufacturers are not immune from the Brexit-related economic slowdown. But whether their gloominess persists now that the dust has settled... 25th July 2016 · 1 min read
Europe Data Response German Ifo Survey (July) July’s Ifo survey supported the message from the PMI that German economic activity has not yet suffered from the UK’s Brexit vote. But the dip in businesses’ expectations may suggest that a slowdown... 25th July 2016 · 1 min read
Emerging Markets Economics Chart Pack Turkey coup aside, EMs have become more stable The failed military coup in Turkey has sent local financial markets into a tailspin and re-focused investors’ attention on broader EM political risk. However, political stability in emerging markets... 22nd July 2016 · 1 min read
UK Economics Weekly One month after the referendum The economy has clearly taken a hit from the vote to leave the EU last month. Granted, sales values have held up well according to John Lewis, and the latest Bank of England Agents’ Scores were... 22nd July 2016 · 1 min read
Europe Economics Weekly Early Brexit signals provide some comfort Last week’s euro-zone and country level data releases started to lift some of the heavy fog on the initial impact of the UK’s vote to leave the EU on the currency union’s economy. The early signs are... 22nd July 2016 · 1 min read
UK Economics Update Brexit Watch: Markets keep their cool despite slowdown signs Almost a month on from the historic vote to leave the EU, some of the first indicators of the state of the economy appear to point to a marked slowdown in growth. But the prospect of policy support to... 22nd July 2016 · 1 min read
Global Economics Update Flash PMIs (Jul.) Preliminary business surveys for July suggest that activity is contracting sharply in the UK following the Brexit vote. But there is no sign that other economies have been hit. 22nd July 2016 · 1 min read
Emerging Europe Chart Pack After the coup... The failed military coup in Turkey and subsequent government backlash have dominated investors’ concerns over the past week and triggered a sell-off in local financial markets. Policymakers have... 22nd July 2016 · 1 min read
Global Economic Outlook Life after Brexit For the world as a whole, the economic impact of the UK’s vote to leave the European Union should be negligible. Nonetheless, growth looks set to remain lacklustre in advanced economies. And with... 22nd July 2016 · 1 min read
UK Data Response UK Flash PMIs (Jul.) The first economy-wide gauge of post-referendum activity suggests that the UK economy probably contracted in the weeks after the vote. But with market sentiment having improved and political... 22nd July 2016 · 1 min read
Europe Data Response Euro-zone Flash PMIs (July) July’s slight fall in the euro-zone Composite PMI suggests that the real economy has generally shrugged off the financial market volatility that followed the UK’s Brexit vote, but remains sluggish. 22nd July 2016 · 1 min read
Japan Data Response Flash Manufacturing PMI (Jul.) The second straight rise in the manufacturing PMI in July suggests that firms have shrugged off any uncertainty caused by the UK’s vote to leave the EU. However, the appreciation of the exchange rate... 22nd July 2016 · 1 min read
India Chart Pack Capital injections too small to revive banking sector The government’s announcement this week that it will inject more capital into local banks is a positive step, but the amount is still too limited to revive the ailing sector. 22nd July 2016 · 1 min read
UK Economics Chart Pack Confidence takes a knock post-referendum The near-term outlook for the consumer recovery has weakened since the UK voted to leave the EU last month. Indeed, consumers’ confidence in the economic outlook deteriorated sharply, and the drop in... 21st July 2016 · 1 min read
Global Trade Monitor Prospects for world trade growth worsen The latest available data show that world trade, which has been pretty stagnant for the past eighteen months or so, remains depressed. And with the UK’s Brexit vote having further reduced the chances... 21st July 2016 · 1 min read