Latin America Economics Update Argentina: Rising food prices put brakes on disinflation 13th November 2009 · 1 min read
UK Commercial Property Update Has the shift to part-time working limited the fall in property demand? Part-time working has become more common during this recession, and may have helped commercial property demand to hold up better than it would have done in a scenario where firms were simply laying... 13th November 2009 · 1 min read
UK Economics Focus UK faces a decade of high unemployment The recent improvement in the unemployment figures has quietened concerns about the labour market. But we think that much of the labour market adjustment is yet to come. We continue to expect... 12th November 2009 · 1 min read
Europe Commercial Property Update Office v industrial rents: why have Italy and Portugal been different? The relatively large falls in industrial rental values in Italy and Portugal appear to stem from poor links to Europe’s primary logistics corridors. With a strong dependence on their domestic economic... 12th November 2009 · 1 min read
Asia Economics Update Markets too aggressive on Korean rate hikes to come The Bank of Korea (BoK) left its policy rate at 2.00% today. We believe the economic upswing is well established and that the political pressures on the BoK to hold rates low will probably ease early... 12th November 2009 · 1 min read
Latin America Economics Update Mexico: Industry drives economic recovery 12th November 2009 · 1 min read
Europe Data Response Euro-zone Industrial Production (Sep.) & Spanish GDP (Q3) 12th November 2009 · 1 min read
UK Housing Market Data Response Mortgage arrears and possessions (Q3) 12th November 2009 · 1 min read
China Economics Update China’s commodity imports slow Despite further evidence of economic strength, China’s monthly data for October suggested that commodity stockpiling is waning. Lending growth declined more than expected, but credit policy is set to... 11th November 2009 · 1 min read
Europe Commercial Property Update Office development cut, but not enough to prevent rental declines In response to the recession developers have cancelled new construction projects where possible. Unfortunately the cutbacks made have not prevented office completions from rising this year. Although... 11th November 2009 · 1 min read
Global Markets Update Turning bearish on the yen The yield on Japanese government bonds (JGBs) has risen sharply in recent weeks. Admittedly, yields have risen in other countries. But an additional factor has been concern that the new government is... 11th November 2009 · 1 min read
