UK Commercial Property Update Why have retail warehouse capital values risen first and fastest? IPD all-property capital values rose by 0.2% in August, ending a 25-month unbroken run of falls. Retail warehouse capital values, however, troughed in June and have since risen by 1.4% from their... 12th October 2009 · 1 min read
Global Markets Update Does it matter which currency oil is priced in? The re-pricing of oil in some unit other than the dollar should, on its own, have no direct effect on the value of the US currency. It might accelerate the rebalancing of official reserves away from... 12th October 2009 · 1 min read
UK Economics Focus From banking crisis to fiscal crisis? The measures put in place by governments to support their banking sectors and economies have helped to avert a full-scale financial meltdown and a 1930s-style economic depression. But the full costs... 12th October 2009 · 1 min read
Global Markets Update Asian currency gains are here to stay The authorities in Asia may be protesting recent strong FX gains but there is little evidence they are intervening directly. Indeed, appreciation reflects both dollar weakness and local economic... 9th October 2009 · 1 min read
UK Economic Outlook The great squeeze (Q4 2009) After a decade or more in which rapid increases in public spending have lent powerful support to the UK economy, the great squeeze is about to begin. 9th October 2009 · 1 min read
Asia Economics Update Korean rates set to stay low The Bank of Korea (BoK) left its policy rate unchanged today, as expected. Mortgage lending curbs are tackling property bubble concerns and core inflation will likely trend lower. Korea’s GDP recovery... 9th October 2009 · 1 min read
Latin America Economics Update Chile: Copper prices to weigh on recovery 9th October 2009 · 1 min read
Emerging Europe Economics Update Huge output gaps to keep a lid on inflation in Central Europe 9th October 2009 · 1 min read
