UK Commercial Property Chart Pack Investment activity softens; capital values flat (Oct 10) The economy is now estimated to have grown by 1.2%q/q in Q2, up slightly from the original estimate of 1.1%. However, that is likely to mark the peak for growth and we continue to think that a renewed... 28th September 2010 · 1 min read
Capital Daily The dollar's latest slide against the euro is unlikely to last 28th September 2010 · 1 min read
US Economics Weekly Deleveraging by default Households continued to reduce their debt in the second quarter, but it will still be a few years before they are in any fit shape to become the engine of growth once again. It is also worrying that... 27th September 2010 · 1 min read
Asia Economics Update Vietnam should compromise on growth and target stability September data and Q3 GDP published over the last few days show that the economy in Vietnam is picking up speed. This contrasts with just about everywhere else in ASEAN where growth is losing rather... 27th September 2010 · 1 min read
Latin America Economics Update President Chavez's popularity starts to wane This weekend’s elections provide the strongest evidence yet that Venezuela’s economic woes have begun to dent President Chavez’s popularity. All eyes are now on the 2012 presidential elections and... 27th September 2010 · 1 min read
UK Commercial Property Update Financial services recovery continues; office rental outlook solid Today’s CBI/PwC Financial Services Survey suggested that, in Q3 2010, output in this sector of the economy rose for the fifth consecutive quarter. A composite measure of some of the main survey... 27th September 2010 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Sep.) The further rise in euro-zone annual broad money and credit growth is certainly an encouraging sign. But given the very low starting point and the fact that many peripheral banks are still struggling... 27th September 2010 · 1 min read
Japan Data Response External Trade (Aug.) Japan's exports are still holding up rather better in volume than in value terms, but there is no doubt that the strength of the yen is hurting. What's more, the export and import data combined... 27th September 2010 · 1 min read
Japan Economics Weekly Wave of data should support recovery hopes The coming week is packed with key data, the bulk of which should be relatively upbeat. The markets will focus on the Tankan, but the monthly business surveys for September should also be reassuring... 27th September 2010 · 1 min read
Capital Daily Recovery in the US manufacturing sector has faded significantly 27th September 2010 · 1 min read
Asia Economics Weekly Australia's cash rate set to rise in October Commentary from the Reserve Bank (RBA) over recent days makes it clear that Australia’s cash rate will move up again soon. Accordingly, we have brought forward our forecast and now expect a 25bp hike... 27th September 2010 · 1 min read
Europe Economics Weekly Markets' concerns about the periphery spiral higher Last week was another rollercoaster ride for the euro-zone’s periphery. Disappointing Irish and Portuguese data provided a timely reminder of the task that both governments face to put their public... 27th September 2010 · 1 min read
UK Economics Weekly Fiscal strains yet to ease After the recent run of better-than-expected news on the public finances, August’s terrible borrowing figures provided a timely reminder of the scale of the fiscal challenge that lies ahead. 27th September 2010 · 1 min read
UK Commercial Property Data Response Institutional investment in property (Q2 10) Net institutional property investment in Q2 was positive for the third consecutive quarter. With funds still having cash available to place in the market, our view remains that recent falls in... 24th September 2010 · 1 min read
Europe Commercial Property Update Ireland's property market is a long way from recovery Yesterday’s disappointing Q2 Irish GDP figures support our view that the economy will stagnate at best over this year and next. Although commercial property prices have already fallen by more than 70%... 24th September 2010 · 1 min read
