Latin America Economics Update Mexico cuts rates despite pick-up in inflation 15th May 2009 · 1 min read
Asia Economics Update Is investment spurring recovery in China? Chinese investment soared last month according to the official figures. Yet something doesn’t add up. Steel inventories stayed high, steel prices remained flat and sales of excavators have plummeted... 15th May 2009 · 1 min read
Europe Commercial Property Update Latest GDP data do not alter commercial property outlook There was nothing in the latest euro-zone GDP releases to change materially our commercial property forecasts. If anything, however, the figures raised most concerns about the German property market... 15th May 2009 · 1 min read
Global Markets Focus How should we forecast the US stock market? The aim of this Focus is to outline our approach to forecasting the aggregate level of the US stock market. 15th May 2009 · 1 min read
US Economics Focus Could a rebound in business investment drive the recovery? 15th May 2009 · 1 min read
China Economics Update Is investment spurring recovery in China? Chinese investment soared last month according to the official figures. Yet something doesn’t add up. Steel inventories stayed high, steel prices remained flat and sales of excavators have plummeted... 15th May 2009 · 1 min read
Global Economics Focus Will the green shoots flourish or wilt? The recent bounce in financial markets, notably equities, seems justified by the improvements in the business surveys and the stabilisation in consumer confidence. However, further large gains from... 14th May 2009 · 1 min read
Emerging Europe Economics Update Inflation still more likely to undershoot targets 14th May 2009 · 1 min read
UK Housing Market Update Can mortgage interest rates fall any further? Official interest rates have reached their floor, but while recent press speculation has focused on the idea that mortgage interest rates are more likely to rise than fall from here, we think there is... 14th May 2009 · 1 min read
UK Commercial Property Update Falls in London office development pipelines: an alternative view All else equal, the recent falls in office development pipelines in Central London would be positive for the outlook for rental values. However, take-up has fallen at an even faster rate, meaning that... 14th May 2009 · 1 min read
