Europe Commercial Property Update Labour market to weaken and weigh on German rents We expect commercial property rental values in Germany to fall across all sectors in 2010 and stabilise in 2011. In particular, we doubt that recent signs of an improvement in the German labour market... 5th January 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI & German Unemployment (Dec.) December’s rise in euro-zone inflation reflects temporary energy effects. With economic activity still at very low levels, deflation remains a bigger risk for the region than high inflation in the... 5th January 2010 · 1 min read
UK Commercial Property Data Response CIPS/Markit construction PMI (December 09) 5th January 2010 · 1 min read
UK Housing Market Chart Pack Buyer confidence to fade in 2010 as unemployment rises (Jan 10) 5th January 2010 · 1 min read
Asia Economics Update Vietnam faces a challenging policy adjustment Q4 GDP growth was high and inflation has picked up. Policy interest rates were kept on hold in late December but another upward move is likely soon. Balance of payments strains should ease this year... 5th January 2010 · 1 min read
US Employment Report Preview Net gains in employment probably still a few months away 5th January 2010 · 1 min read
Japan Chart Pack A good start to 2010 (Jan 10) The data released over the holiday period were mostly upbeat, with the early stabilisation in the labour market supporting consumer spending and external demand continuing to recover. The announcement... 5th January 2010 · 1 min read
Capital Daily 2010 unlikely to be a repeat of 2009 for equities or bonds 5th January 2010 · 1 min read
UK Commercial Property Data Response Property lending (Nov 09) & Credit Conditions survey (Q4 09) 4th January 2010 · 1 min read
BoE Watch MPC still in wait and see mode The Monetary Policy Committee (MPC) is likely to wait for February’s Inflation Report before reviewing its asset purchase programme. Interest rates and the £200bn quantitative easing programme are... 4th January 2010 · 1 min read
Asia Economics Update Asian PMIs point to continued upswing Today’s manufacturing Purchasing Managers’ Indices (PMIs) for December signal that Asia’s recovery remains on track. Exports and industrial output should continue to perform well in the coming months. 4th January 2010 · 1 min read
UK Economics Update Monetary Indicators Monitor (Dec.) Broad money growth remains disappointingly sluggish given the large amount of money the Bank of England has pumped into the economy. And while lenders claim to be expanding the supply of credit... 4th January 2010 · 1 min read
UK Data Response CIPS/Markit Report on Manufacturing (Dec.) December’s data on industry and the housing market suggest that the UK economy ended last year with reasonable momentum. Nonetheless, 2010 is likely to be a year of gradual recovery, rather than... 4th January 2010 · 1 min read
