UK Commercial Property Update Retail outperformance is narrowly based The retail sector again recorded the largest rise in capital values in February. However, the recent outperformance of the retail sector has been driven almost exclusively by retail warehouses. To us... 16th March 2010 · 1 min read
UK Housing Market Data Response RICS Lettings Survey (Jan.) According to the RICS, downwards pressure on rents is easing thanks to a reduced level of competition for lettings. But, unlike respondents to this survey, we are sceptical that the fall in supply... 16th March 2010 · 1 min read
China Economics Update Inflation expectations are falling. Should we care? Figures released today suggest that inflation expectations are easing in China. This measure of expectations has a very poor record as a guide to what is about to happen to inflation, but the latest... 16th March 2010 · 1 min read
Capital Daily US corporate financing gap closed in Q4, but was still negative 16th March 2010 · 1 min read
Latin America Economics Update Colombia: Santos leads the race for President 15th March 2010 · 1 min read
Asia Economics Update India will hike policy rates soon The surge in February wholesale prices, published today, means that it is a near-certainty that India will raise policy rates by at least 50bps at the next monetary policy review on 20th April. The... 15th March 2010 · 1 min read
UK Economics Focus Budget 2010 Preview - A holding operation Alistair Darling’s third Budget will be hardly recognisable as the last before a general election. With the UK’s budget deficit baring comparison with that of Greece, the markets and credit rating... 15th March 2010 · 1 min read
Japan Data Response Consumer Confidence (Feb.) The second successive monthly increase in consumer confidence in Japan suggests that household spending will remain strong in the current quarter even after last year's initial boost from government... 15th March 2010 · 1 min read
Europe Economics Weekly Is the Greek crisis really over? Recent more positive developments in Greece have led to some suggestions that the Greek crisis is finally over. But Greece still has a number of major challenges. 15th March 2010 · 1 min read
