Event Drop-In: The Fed, ECB and Bank of England – Signals from the April meetings 30th April 2026, 3:00PM BST This online briefing examined the latest decisions from the Federal Reserve, European Central Bank and Bank of England, and how policymakers are balancing the inflationary impact of higher energy...
Global Commercial Property Update How will AI job cuts influence office demand? Tech occupations are the most exposed to the impact of AI, but that doesn’t necessarily mean that sector will see the most job losses. That said, a decline in the share of pre-lets to the sector in... 10th April 2026 · 3 mins read
Europe Economics Weekly Lower gas price forecasts, ECB to leave rates unchanged We are revising our forecast for ECB policy rates (again!) to reflect our reassessment of the outlook for European natural gas prices. In our new baseline scenario for gas prices, euro-zone inflation... 10th April 2026 · 6 mins read
UK Economics Weekly Revising down our baseline UK inflation forecasts This week we have lowered our European natural gas price forecasts in our baseline scenario. As a result, we now expect UK CPI inflation to peak at around 4.0% (4.5% previously) and UK GDP to grow by... 10th April 2026 · 9 mins read
Emerging Europe Economics Weekly Orbán’s sternest challenge Hungary’s parliamentary election on Sunday could bring an end to PM Orbán’s 16-year rule and usher in a shift to a more market-friendly and EU-aligned government. But there’s still a lot of... 10th April 2026 · 7 mins read
Emerging Europe Rapid Response Poland Interest Rate Announcement (Apr. 2026) Despite the US-Iran ceasefire and the Polish government’s interventions to curb fuel price rises, today’s decision by the MPC to leave the policy rate on hold at 3.75% is likely to be followed by an... 9th April 2026 · 2 mins read
Emerging Europe Economics Update The state of play ahead of Hungary’s election The opposition Tisza party heads into Hungary’s election this weekend as the favourite but may still fall short of the two-thirds supermajority needed to deliver deep institutional reform and unlock... 9th April 2026 · 4 mins read
Global Commercial Property Update Retail and hospitality sectors to bear the brunt of Iran War The effects of the Iran war will feed through to property occupiers through two main channels: higher energy costs and lower household disposable income growth. The impact on sectors will vary based... 9th April 2026 · 4 mins read
Europe Rapid Response German Industrial Production (February) Data released today underline that Germany’s manufacturing sector was subdued even before the Iran conflict. We expect it to remain weak this year, though it is not likely to suffer anything like the... 9th April 2026 · 2 mins read
UK Housing Market Update UK RICS Residential Market Survey (Mar. 2026) After a steady start to the year for the housing market, March’s RICS housing market survey suggests that the rise in mortgage rates since the start of the Iran war is continuing to take an... 9th April 2026 · 3 mins read
UK Housing Market Chart Pack UK Housing Market Scenarios Chart Pack (Apr. 2026) This UK Housing Market Scenarios Chart Pack builds on the analysis and scenario forecasts published in the Global Property Outlook (see here) to provide more detail on how the Iran War could influence... 8th April 2026 · 1 min read
Emerging Europe Economics Update Hungary: election to decide fiscal deficit path We expect Hungary’s budget deficit to widen towards 5.5% of GDP this year on account of pre-election stimulus, continued soft GDP growth and higher debt interest costs. Regardless of the election... 8th April 2026 · 5 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (Mar. 26) The headline CIPS construction PMI saw a surprising tick higher in March. But with the input price index climbing precipitously and new orders and future business expectations dropping back, it’s... 8th April 2026 · 2 mins read
UK Housing Market Rapid Response UK Halifax House Prices (Mar. 2026) The fall in the Halifax measure of house prices in March chimes with the renewed drop in buyer sentiment in February’s RICS housing market survey. As the Halifax index is based on mortgage approvals... 8th April 2026 · 3 mins read
Event Drop-In: China’s shock to the eurozone – economic fallout and policy choices 23rd April 2026, 3:00PM BST China’s economic rise has long benefited European households and firms.
Europe Commercial Property Update Cash buffers reduce risks from German open-ended real estate funds Despite recent redemption suspensions, net outflows from open-ended real estate funds in Germany have been small as a share of net asset value while cash buffers are higher than some other large... 7th April 2026 · 3 mins read
