US Data Response ISM Manuf. Index (Aug.) & Construction Spending (Jul.) 1st September 2009 · 1 min read
Latin America Economics Update Is Brazil set to become a commodity super-power? 1st September 2009 · 1 min read
Europe Commercial Property Update Polish expansion will be too weak to support rental values GDP data released late last week, suggest that the Polish economy may avoid recession this year. That suggests that the risks to our forecasts for a 45% peak-to-trough fall in capital values may now... 1st September 2009 · 1 min read
Global Markets Update Resolving the conundrum in equity and bond prices 1st September 2009 · 1 min read
Emerging Europe Economics Update Czech interest rate hike unlikely before year-end 1st September 2009 · 1 min read
Asia Economics Update RBA in no rush to hike The Reserve Bank of Australia (RBA) left its policy rate unchanged at 3.0% today as expected. Despite rising business and consumer confidence, both ourselves and the RBA believe that the near-term... 1st September 2009 · 1 min read
UK Economics Update Rising bad debts on “normal” loans another blow for banks Today’s figures on banks’ debt write-offs are a reminder that, whilst the biggest losses on so-called “toxic” assets may be behind us, the recession-related losses on conventional loans to firms and... 1st September 2009 · 1 min read
UK Commercial Property Data Response Mergers and acquisitions (Q2) & property lending (July) 1st September 2009 · 1 min read
UK Economics Update Rising bad debts on “normal” loans another blow for banks Today’s figures on banks’ debt write-offs are a reminder that, whilst the biggest losses on so-called “toxic” assets may be behind us, the recession-related losses on conventional loans to firms and... 1st September 2009 · 1 min read
UK Data Response UK M4, Lending & CIPS/Markit Manufacturing (Jul./Aug.) 1st September 2009 · 1 min read
China Economics Update PMIs point to continued momentum in emerging Asia 1st September 2009 · 1 min read
