Europe Commercial Property Update Warsaw medium-term office rent prospects still good, despite falls The huge fall in Warsaw office rental values seen over the past year looks disproportionate relative to both the strength of the Polish economy and to developments elsewhere in Emerging Europe... 19th October 2009 · 1 min read
US Economics Weekly Commercial real estate loans won’t bring down banks 19th October 2009 · 1 min read
UK Housing Market Outlook House price falls to resume in 2010 (Q4 2009) This year’s rise in house prices, driven by an acute shortage of property for sale, does not look sustainable. We still think that prices will fall by between 35% and 40% from their peak. 16th October 2009 · 1 min read
US Data Response Industrial Production (Sep.) & Consumer Confidence (Oct.) 16th October 2009 · 1 min read
Emerging Europe Economics Update Markets still premature in pricing in rate hikes (Oct 09) Although monetary easing-cycles in much of the region are drawing to a close, we still do not expect rates to be hiked anywhere before the second half of 2010. Turkey is likely to be the first to... 16th October 2009 · 1 min read
Europe Economics Update Spanish house prices set to fall much further The latest Spanish housing market data suggest that residential property prices are no longer falling as sharply as they were at the turn of the year. Nonetheless, we think the housing market downturn... 15th October 2009 · 1 min read
Emerging Europe Economics Update Turkey: interest rates cut again but much rests on IMF deal 15th October 2009 · 1 min read
Global Markets Focus Gold – a new bull market or a bubble about to burst? The new highs seen in recent weeks are unlikely to mark the resumption of the sustained bull market that saw gold prices quadruple between 2001 and 2008. Assuming at least a partial recovery in the... 15th October 2009 · 1 min read
Latin America Economics Update Brazil: Consumer recovery remains strong, for now 15th October 2009 · 1 min read
