UK Housing Market Update Will mortgage arrears jump higher as discounted tracker rates expire? Over the next six months, many of the borrowers who have benefitted most from the fall in interest rates will see their mortgage payments increase. At the margins, this is likely to boost mortgage... 11th September 2009 · 1 min read
Asia Economics Update China still accelerating China’s monthly data for August support our view that the economy is still accelerating. The current structure of growth may be unsustainable in the long-run, but the government appears unwilling to... 11th September 2009 · 1 min read
UK Markets Outlook No “conundrum” in bond/equity divergence The maintenance of historically low levels of short-dated bond yields alongside the strong rally in the equity market has prompted much talk of a “bond-equity conundrum”, in which the two markets... 11th September 2009 · 1 min read
Europe Commercial Property Update Why have Polish industrial rental values been so resilient? Several factors have contributed to the resilience of industrial rental values in Poland. But downward pressure on Polish industrial rents continues to build and we do not think that more substantial... 11th September 2009 · 1 min read
China Economics Update China still accelerating China’s monthly data for August support our view that the economy is still accelerating. The current structure of growth may be unsustainable in the long-run, but the government appears unwilling to... 11th September 2009 · 1 min read
Asia Economics Update RBNZ on prolonged hold The Reserve Bank of New Zealand (RBNZ) left its policy rate unchanged at 2.5% today, as expected. The RBNZ appears to share our view that the durability of the GDP upswing, after an improvement over... 10th September 2009 · 1 min read
Asia Economics Update Korean monetary tightening should be gradual The Bank of Korea (BoK) left its policy rate unchanged today. Property price concerns and improvements in the activity data have increased the chance that the BoK will raise rates sooner rather than... 10th September 2009 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Recession weighs on rental values (Sep 09) Weak occupier demand pushed rental values down in most markets. Investment activity was very subdued, particularly in Emerging Europe. Initial yields in Emerging Europe rose in all sectors while... 10th September 2009 · 1 min read
UK Economics Update MPC on hold until November, but probably not yet done Having only extended its quantitative easing programme last month, the Monetary Policy Committee was always likely to sit on its hands today. But with the economic outlook still highly uncertain and... 10th September 2009 · 1 min read
UK Economics Update MPC on hold until November, but probably not yet done Having only extended its quantitative easing programme last month, the Monetary Policy Committee was always likely to sit on its hands today. But with the economic outlook still highly uncertain and... 10th September 2009 · 1 min read
