Capital Daily A full-blown crisis is unlikely in India’s equity and bond markets 21st August 2013 · 1 min read
US Housing Market Focus Is US housing more expensive than everyone thinks? The rapid increase in US house prices over the past year, and the sharp run up in mortgage interest rates over the past few months, have brought issues of housing valuation and affordability into... 20th August 2013 · 1 min read
Global Markets Update The floodgates re-open … at least temporarily The respite enjoyed by emerging markets (EMs) during the first half of July has not lasted. Indeed, net portfolio inflows remained negative over the course of the month as a whole according to EPFR... 20th August 2013 · 1 min read
Latin America Economics Update Mexican economy to recover from bad year Weak Q2 GDP data was the last thing that Mexican markets needed after the rout of the past few days. That being said, we suspect that Q2 will mark the low point for the economy and that growth will... 20th August 2013 · 1 min read
Europe Economics Update Return to growth won’t eliminate euro-zone default risks The recent return of economic growth in the euro-zone does not eradicate the risk that some of the peripheral economies will undertake some form of sovereign default. 20th August 2013 · 1 min read
Asia Economics Update Is India heading toward crisis? The slide of the rupee has triggered speculation that India is heading toward a balance of payments crisis. We do not think a crisis is on the cards, but the outlook is downbeat and fraught with risks... 20th August 2013 · 1 min read
US Economics Update Vehicle sales may soon shift into a higher gear A fall in new vehicle prices and a further improvement in the availability of auto loans, especially to households with lower credit scores, may soon trigger a more rapid rebound in vehicle sales. 20th August 2013 · 1 min read
Emerging Europe Economics Update Turkey continues to tighten The further hike in Turkish interest rates today merely underlines how vulnerable the economy is to the recent slowdown in capital inflows. Looking ahead, much will depend on how the current EM sell... 20th August 2013 · 1 min read
UK Economics Update Stronger growth won’t prompt early interest rate rise We are revising up our GDP growth forecasts in response to the continued improvement in the economic news. Although there remain some constraints on growth which will keep it sub-par this year and... 20th August 2013 · 1 min read
Latin America Economics Update Brazil: how will policymakers respond to market rout? The sell-off in the Brazilian real over the past month has triggered a sharp upward revision in market expectations for interest rates over the next year. In this month’s Watch we explain why... 20th August 2013 · 1 min read
Europe Data Response Norwegian GDP (Q2) The mainland Norwegian economy slowed quite sharply in Q2 as a result of faltering household spending, supporting our long-held view that the economy will slow over the coming year. 20th August 2013 · 1 min read
Middle East & North Africa Chart Pack Egypt sinks further into crisis, Gulf’s prospects brightening The outbreak of violence between security forces and protestors this month has sent Egypt spiralling deeper into crisis. It’s extremely tricky to predict how eventswill unfold from here on. In the... 20th August 2013 · 1 min read
Capital Daily Is the future really that much brighter for US equities than bonds? 20th August 2013 · 1 min read
Nordic & Swiss Data Response Norwegian GDP (Q2 13) The mainland Norwegian economy slowed quite sharply in Q2 as a result of faltering household spending, supporting our long-held view that the economy will slow over the coming year. 20th August 2013 · 1 min read
US Chart Pack Residential investment growth set to slow We expect GDP growth to accelerate over the next few quarters as the Federal fiscal tightening begins to ease although, at the same time, it looks like the economic recovery will receive less support... 19th August 2013 · 1 min read
Europe Commercial Property Update Could falls in Brussels office yields be sustained? The last few weeks have brought increased evidence that the Brussels office market is gaining popularity with national and international investors. For now, occupier market conditions remain pretty... 19th August 2013 · 1 min read
