Europe Data Response German ZEW (Jul.) & Euro-zone Industrial Production (May) 14th July 2009 · 1 min read
UK Housing Market Data Response RICS Housing Survey (June) & CLG house prices (May) 14th July 2009 · 1 min read
Latin America Economics Focus Don’t believe the data, Argentina is in deep recession While official data suggest that GDP grew by 2.6% y/y in Q1, our Argentina Activity Indicator suggests the economy actually contracted at an annual pace of 7.8%. We think GDP will shrink by 8% this... 14th July 2009 · 1 min read
UK Economics Focus The hardest part of QE is yet to come We do not think that reversing quantitative easing (QE) is an immediate concern for the Bank of England. Not only will the large amount of spare capacity keep inflationary pressures subdued for some... 13th July 2009 · 1 min read
Asia Economics Update Japanese stimulus earns government a poor return Japanese consumer confidence remained on its relatively impressive upward trend in June, helped by the latest fiscal stimulus. However, this has come too late to rescue the government, which is facing... 13th July 2009 · 1 min read
UK Commercial Property Update Lease Events Review doesn’t alter big picture that income is less secure The latest Strutt & Parker (S&P)/IPD Lease Events Review made for mixed reading from a commercial property investor’s point of view. Regardless, the shorter term influences that it looks at are small... 13th July 2009 · 1 min read
Europe Commercial Property Outlook Euro-zone commercial property yields still have some way to rise (Q2 2009) Our forecasts for euro-zone commercial property markets have not been altered significantly from those we released in March. (See European Commercial Property Focus, “Euro-zone capital values to fall... 13th July 2009 · 1 min read
Non-Euro Europe Commercial Property Outlook Capital values will fall furthest in Emerging European markets (Q2 2009) The commercial property correction is already well advanced but we think it has further to run. Indeed, in non-euro-zone Western markets we ultimately expect capital values to fall by between 40% and... 13th July 2009 · 1 min read
Japan Economics Update Japanese stimulus earns government a poor return Japanese consumer confidence remained on its relatively impressive upward trend in June, helped by the latest fiscal stimulus. However, this has come too late to rescue the government, which is facing... 13th July 2009 · 1 min read
