US Economics Update Fed acknowledges better news on inflation – grudgingly 5th August 2008 · 1 min read
Emerging Europe Economics Update Turkey: lira not oil holds the key to taming prices 5th August 2008 · 1 min read
UK Commercial Property Focus West End office rental values set to slump We now expect West End office rental values to fall by 5%y/y this year, by 15% in 2009 and by a further 5% in 2010. This is in spite of the well-documented absence of a significant pipeline of new... 5th August 2008 · 1 min read
Europe Data Response Euro-zone Retail Sales (Jun) & Final Composite PMI (Jul.) 5th August 2008 · 1 min read
Asia Chart Pack China - Fall in renminbi appreciation expectations is overdone (Aug 08) Officials at the People’s Bank of China should be feeling pretty pleased with themselves. Market expectations for future renminbi appreciation have tumbled following a month of slower currency gains... 5th August 2008 · 1 min read
UK Economics Update Northern Rock injection yet another fiscal worry The Government’s decision to inject extra capital into Northern Rock means that UK taxpayers will become shareholders in a troubled mortgage lender during what looks set to be the severest downturn in... 5th August 2008 · 1 min read
UK Data Response UK CIPS/Markit Report on Services (Jul.)& Ind. Production (Jun.) 5th August 2008 · 1 min read
Global Markets Update Will the falls in commodity prices be sustained? We think that the recent sharp falls in commodity prices are more than just a temporary dip in an upward trend. The focus has been on the oil price, which has fallen by more than $25 per barrel (or 18... 5th August 2008 · 1 min read
UK Commercial Property Data Response Bank lending to commercial property (2008Q2) and CIPS/Markit construction PMI (July) 4th August 2008 · 1 min read
