Global Commercial Property Chart Pack Global Commercial Property Chart Pack (October 2026) Higher interest rates are set to drag on global property values in the coming year, especially in lower-yielding euro-zone and APAC. US property values are likely to be most resilient this year but we... 8th October 2026 · 0 mins read
Commodities Update El Niño to reduce upside risks for EU natural gas prices By helping to limit heating demand and natural gas consumption in late-autumn and early-winter, an El Niño-driven warm start to the winter in Europe could reduce the extent to which European gas-users... 8th October 2026 · 4 mins read
Capital Daily How the yen found its feet amid the bond sell-off The yen has, surprisingly, been one of the best performers this year amid the rise in bond yields; we think it will fare even better once they fall back. 8th October 2026 · 3 mins read
India Economics Update RBI’s tightening cycle has further to run The Reserve Bank of India kicked off its tightening cycle with a 25bp hike to the repo rate today (to 5.50%), vindicating our long-held view that policy would need to be tightened even as most... 7th October 2026 · 3 mins read
India Rapid Response RBI Policy Announcement (Oct. 2026) The Reserve Bank of India kicked off its tightening cycle with a 25bp hike today, vindicating our long-held view that policy would need to be tightened even as most analysts had initially expected the... 7th October 2026 · 2 mins read
Japan Rapid Response Japan Labour Cash Earnings (Aug. 26) The continued strength of wage growth even after the end of the summer bonus will encourage the Bank of Japan to lift its policy rate to neutral levels sooner rather than later. 7th October 2026 · 1 min read
FX Markets Focus How undervalued is the renminbi? Even though the renminbi is at its strongest level against the US dollar since 2022, in real trade-weighted terms it remains close to its weakest in more than a decade. In our assessment, it is... 6th October 2026 · 19 mins read
Asia Economics Update China Shock 2.0: a growing challenge for Korea China’s rise up the manufacturing value chain is putting increasing pressure on Korean producers. The impact has been particularly pronounced in batteries, petrochemicals and shipbuilding, where... 5th October 2026 · 3 mins read
Japan Economics Update Financial stability concerns won’t derail rate hikes While higher bond yields are creating valuation losses, higher interest rates are lifting banks’ lending margins. What’s more, higher rates are not creating major problems for insurance firms. The... 5th October 2026 · 4 mins read
China Economics Weekly AI trade surplus rising, despite surge in chip imports China's trade deficit in chips and computing equipment has increasing significantly over the past year as imports have surged. But an even larger pick-up in exports of other goods required to build... 2nd October 2026 · 4 mins read
Asia Economics Weekly Rapid and lopsided growth in Korea, CBSL on hold Recent Korean data have been mixed, with weak consumer spending being offset by continued strength in exports. We expect the economy to grow by 4% this year. Meanwhile, Sri Lanka’s central bank left... 2nd October 2026 · 4 mins read
India Economics Weekly Activity data provide comfort ahead of rate hike The upbeat activity data released this week will have provided the RBI with some extra comfort ahead of next week's policy announcement. With rising inflation the key focus, we expect a 25bp increase... 2nd October 2026 · 3 mins read
Japan Economics Weekly Upside risks to our interest rate forecasts are growing The data released this week vindicate the Bank of Japan’s concerns about upside risks to inflation and we expect the Bank to keep hiking rates once every quarter. With few signs that higher interest... 2nd October 2026 · 5 mins read
Australia & New Zealand Economics Weekly RBA’s tightening cycle is likely at an end The RBA left the door open to further tightening when it hiked rates by 25bp this week. However, policy is already well into restrictive territory and much of this year’s tightening has yet to work... 2nd October 2026 · 4 mins read
Global Commercial Property Update Self-storage, SFR and senior living offer the greatest potential Alternatives with strong secular drivers are well placed to deliver robust demand growth, with those that are less institutionalised – such as self-storage, single-family rental and senior living –... 1st October 2026 · 3 mins read
Australia & New Zealand Economics Update No reprieve for the housing market yet Australia’s housing downturn still has further to run, even if there are tentative signs that demand is beginning to stabilise. Weakening housing market conditions should help ease shelter inflation... 1st October 2026 · 3 mins read
