UK Commercial Property Rapid Response Lending to UK commercial property (Feb. 26) Net lending secured against commercial property reached £1.2bn in February, marking an improvement on January’s weak outturn, but still substantially weaker than the months preceding that and 25% down... 30th March 2026 · 1 min read
UK Economics Rapid Response UK Money & Lending (Feb. 2026) The subdued growth rates of the money supply ahead of the Iran war suggest the burst of inflation triggered by higher energy prices is more likely to be short-lived rather than long-lasting. 30th March 2026 · 3 mins read
Capital Daily Markets’ pain intensifies; fiscal and inflation risks up next? The war’s effects on markets may continue to elude an easy solve, but at least investors aren’t too concerned, yet, about fiscal and inflation risks. 30th March 2026 · 5 mins read
Europe Economics Weekly Effects of Iran conflict beginning to show up There were clear signs this week that the Iran conflict is causing inflation and inflation expectations to rise in the euro-zone. Next week we expect to learn that headline inflation jumped from 1.9%... 27th March 2026 · 9 mins read
UK Economics Weekly Forget the Chancellor’s headroom and watch the markets It is a misconception that the fiscal support to counter the energy shock will be determined by how much headroom Reeves has against her fiscal rules. The true constraint on the Chancellor is the... 27th March 2026 · 8 mins read
Emerging Europe Economics Weekly New outlook, Turkey FX reserves, Russia’s fiscal boost The early signs suggest that the Iran conflict and surge in energy prices have had only a limited impact on activity across Emerging Europe so far. But balance of payments pressures are building in... 27th March 2026 · 7 mins read
UK Economics Rapid Response UK Retail Sales (Feb. 2026) The modest fall in retail sales volumes in February meant that retail activity held onto most of its gains at the start of this year. But the decline in GfK consumer confidence in March due to the... 27th March 2026 · 3 mins read
UK Economics Chart Pack UK Economics Scenarios Chart Pack (Mar. 2026) This special UK Economics Scenarios Chart Pack builds on the analysis and scenario forecasts published in the Global Economic Outlook (see here) to provide more detail on how the Iran War could... 26th March 2026 · 1 min read
Emerging Europe Economics Update CEE: from disinflation tailwind to inflation overshoot The rise in global energy prices will push inflation back above central bank’s targets across CEE economies this year and prevent further interest rates cuts for the foreseeable future. We’ve lowered... 26th March 2026 · 4 mins read
Europe Economics Update No need for SNB to respond to energy shock Higher energy prices will push headline inflation up in Switzerland this year, but we think that it will remain well within the SNB’s target range. So rather than raising interest rates as is... 26th March 2026 · 3 mins read
Event Drop-In: Global Commercial Property Outlook – Are recoveries under threat? 15th April 2026, 3:00PM BST Our latest Global Property Outlook delivers up-to-date forecasts and in-depth analysis about the commercial property outlook across major regions and sectors.
Europe Rapid Response Germany Ifo Survey (March 2026) The fall in the German Ifo BCI and the Composite PMI in March suggest that the renewed rise in energy prices could derail the tentative recovery in the German economy seen in recent months. We expect... 25th March 2026 · 2 mins read
UK Economics Rapid Response UK Consumer Prices (Feb. 2026) The economy entered the energy price shock caused by the conflict in the Middle East with CPI inflation stuck at 3.0%. And based on our current working assumptions about oil and gas prices, we now... 25th March 2026 · 3 mins read
Emerging Europe Rapid Response Hungary Interest Rate Announcement (Mar. 2026) Hungary’s central bank (MNB) left its base rate unchanged at 6.25% today, and we think the recent surge in global energy prices has effectively closed the door on the easing cycle for now. Interest... 24th March 2026 · 2 mins read
Global Commercial Property Update Alternative real estate sectors set to gain more ground In an environment of relatively weak economic growth, alternative sectors stand to benefit from a lower reliance on cyclical drivers, and support from structural trends that will drive long-term... 24th March 2026 · 3 mins read
UK Economics Rapid Response UK Flash PMIs (Mar. 2026) March’s flash PMIs show that the conflict in the Middle East is already going a long way to boosting inflation and extinguishing GDP growth. And this is just the start. 24th March 2026 · 3 mins read
