Capital Daily Rising Treasury yields are a red herring for the US equity market 1st June 2009 · 1 min read
China Economics Update More signs that Asia’s recovery is taking its time The slight fall in China’s official PMI in May is actually fairly encouraging since the index usually falls by much more at this time of year. But Asia’s recovery is only gaining ground slowly, as... 1st June 2009 · 1 min read
US Economics Weekly Housing undervalued, but prices will keep falling anyway 31st May 2009 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (May) April’s data revealed that there was no let-up in the downward trend in both broad money and lending growth in the euro-zone. This further supports our view that the ECB’s injections of short-term... 29th May 2009 · 1 min read
Emerging Europe Economics Update Poland Q1 GDP: Less vulnerable, but not immune 29th May 2009 · 1 min read
UK Commercial Property Focus The effects of structural lease changes on landlords’ income Structural changes to commercial property leases in the UK (e.g. more break clauses) have meant that landlords’ incomes are now more exposed to market forces than they once were. On the basis of the... 29th May 2009 · 1 min read
Capital Daily OPEC’s new oil price “target” should be treated with caution 29th May 2009 · 1 min read
US Employment Report Preview Glacial improvement in labour market conditions 28th May 2009 · 1 min read
Latin America Chart Pack Latin America slides into recession Q1 GDP data released so far confirm that Latin America is sliding into recession. Chile, Peru and Mexico all posted sharp falls in output compared with the final quarter of last year. Admittedly... 28th May 2009 · 1 min read
BoE Watch MPC to pause now that more QE is in train There is little reason for the Monetary Policy Committee (MPC) to alter the current course of asset purchases under its quantitative easing (QE) programme. After all, it was only last month that it... 28th May 2009 · 1 min read
