Europe Commercial Property Update Time to be more positive on German retail property? Recent economic data suggest that the export-led recovery in Germany is spreading to domestic demand. However, there are reasons to remain cautious and our view remains that the scope for the German... 1st September 2010 · 1 min read
China Data Response PMIs (Aug.) China’s latest PMIs provide tentative evidence, which tallies with what our own China Activity Proxy is telling us, that the economic slowdown is bottoming out, albeit with the pace of growth... 1st September 2010 · 1 min read
Emerging Europe Economics Update Manufacturing PMIs are a mixed bag The manufacturing PMIs remained consistent with rising industrial production in every country last month. But there were signs of mixed fortunes, and given the slowdown expected in key export markets... 1st September 2010 · 1 min read
UK Data Response CIPS/Markit Report on Manufacturing (Aug.) The message from August’s CIPS/Markit Report on manufacturing that the recovery in the industrial sector is losing steam supports our view that overall economic growth is likely to disappoint again in... 1st September 2010 · 1 min read
Asia Economics Update Australia's economy will continue to outperform Australia’s GDP growth accelerated in Q2 and was led by exports and household spending. The economic outlook remains bright, with the mining boom set to sustain above-trend growth in 2010-11. The... 1st September 2010 · 1 min read
UK Data Response Mortgage Lending (Jul.) The Bank of England’s mortgage lending statistics for July showed a marginal rise in both the value and volume of mortgages approved. However, the bigger picture is still of subdued activity in the... 31st August 2010 · 1 min read
UK Data Response Mortgage Lending (Jul.) The Bank of England’s mortgage lending statistics for July showed a marginal rise in both the value and volume of mortgages approved. However, the bigger picture is still of subdued activity in the... 31st August 2010 · 1 min read
Latin America Economics Update Brazil Election Watch: Becoming a one horse race 31st August 2010 · 1 min read
UK Economics Update Pension funds vulnerable to renewed economic slowdown Firms’ pension funds are still not looking particularly healthy. And a renewed slowdown in the economy could offset any benefits to pension schemes from proposed changes in inflation rules. 31st August 2010 · 1 min read
DM Markets Chart Pack Investors rediscover their appetite for risk (Aug 10) Investors rediscovered their appetite for risk in July. Equities, corporate bonds and commodities sensitive to the economic cycle were all beneficiaries. Treasuries also held up well, however, amid... 31st August 2010 · 1 min read
DM Markets Chart Pack Dollar loses ground (July 10) The dollar lost ground in June even though investors’ appetite for risk cooled. A shift in relative interest rate expectations undermined the currency as disappointing economic data led investors to... 31st August 2010 · 1 min read
UK Housing Market Data Response RICS Lettings Survey (Jul.) With the continued rationing of credit keeping many would-be buyers in rented accommodation and the supply of rental properties declining as accidental landlords sell up, at first glance the outlook... 31st August 2010 · 1 min read
Asia Economics Update Slow start to Q3 but Thailand's outlook is still upbeat Bank of Thailand (BoT) monthly indicators for July are consistent with industrial activity and export growth in the second half of the year being weaker than in the first. But this should be no... 31st August 2010 · 1 min read
