Global Markets Update Why the Treasury bears have got it wrong Received wisdom has it that 2010 will be a bad year for US Treasuries. We disagree and expect the 10- year yield to drop back to around 2.5%. 15th December 2009 · 1 min read
UK Housing Market Data Response FSA mortgage lending statistics (2009Q3) 15th December 2009 · 1 min read
UK Housing Market Data Response RICS Housing Survey (Nov) & CLG house prices (Oct) 15th December 2009 · 1 min read
Europe Economics Focus Will the euro-zone recovery spread to the domestic economy? While the euro-zone is benefiting from the improvement in global trade conditions, the big issue is whether this will translate into any lasting pick-up in the domestic economy. There are reasons for... 14th December 2009 · 1 min read
Global Markets Update Is “printing money” so bad for the dollar? It is often assumed that the Fed’s monetary expansion has been unambiguously bad news for the dollar and could eventually lead to a collapse in the US currency. The reality is more complicated. We... 14th December 2009 · 1 min read
Europe Data Response Euro-zone Industrial Production (Oct.) & Employment (Q3) 14th December 2009 · 1 min read
UK Commercial Property Focus Which sector has the best long-term rental value prospects? The current downturn in the commercial property rental values is not over yet. However, taking the next decade as a whole, our view is that, as has been the case historically, retail rental values... 14th December 2009 · 1 min read
Latin America Economics Update Chile: Deflation likely to be short lived 14th December 2009 · 1 min read
