Climate Economics Monthly The changing face of “climate leadership” If anyone was still confused about President Trump’s position on green policies, his description of climate change as “the greatest con job ever perpetrated on the world” at the UN General Assembly... 30th September 2025 · 5 mins read
Global Commercial Property Chart Pack Global Commercial Property Chartpack (Q3 2025) The gradual recovery in property values is set to continue in Europe over the next few years, but we think values have further to fall in the US and APAC as they adjust to the higher interest rate... 30th September 2025 · 0 mins read
UK Economics Rapid Response UK GDP (Q2 2025 Final & Blue Book Revisions) The small upward revisions to real GDP in recent years means that productivity growth wasn’t quite as weak as previously thought. The OBR will take these revisions into account ahead of the Budget on... 30th September 2025 · 3 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Sep. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data suggest that GDP growth in Central and Eastern Europe remained resilient... 29th September 2025 · 1 min read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Sep.) The hawkish communications from the Bank of Israel (BoI), as it left its policy rate on hold today, at 4.50%, suggest that expectations for interest rate cuts this year may be disappointed. While we... 29th September 2025 · 2 mins read
Europe Economic Outlook ECB "in a good place", for now... We think that the ECB will change its view that interest rates are “in a good place” next year. Growth looks set to remain slow by international standards, and we suspect that it will be weaker than... 29th September 2025 · 28 mins read
Europe Commercial Property Outlook Weak recovery despite lower interest rates The extension of the ECB easing cycle into 2026 will support real estate markets. However, a softer economic outlook and the narrow spread of property to government bond yields mean even our upwardly... 29th September 2025 · 26 mins read
Emerging Europe Rapid Response CEE Economic Sentiment Indicators (Sep.) The European Commission’s Economic Sentiment Indicators for Central and Eastern Europe (CEE) were a mixed bag in September, but our regional measure of sentiment rose to a three-month high and points... 29th September 2025 · 2 mins read
Europe Rapid Response EC Survey (September 2025) September’s business and consumer survey from the European Commission adds to the evidence that euro-zone GDP growth remained subdued in Q3, while inflationary pressures are under control. 29th September 2025 · 2 mins read
UK Commercial Property Rapid Response Lending to UK commercial property (Aug. 25) Net lending to property reached its highest monthly level since May 2020, reflecting a high volume of refinancing activity rather than an especially strong rise in originations for new purchases. 29th September 2025 · 1 min read
UK Economics Rapid Response UK Money & Lending (Aug. 2025) There is little evidence in August’s money and lending figures that concerns over further tax rises in the Budget on 26th November are having a big influence on households’ financial decisions as of... 29th September 2025 · 3 mins read
Capital Daily Health care may not have a speedy recovery, despite tariff relief The share prices of some of the world’s largest health care companies have rallied a bit today, despite Donald Trump’s announcement yesterday of a tariff of 100% on US imports of branded or patented... 26th September 2025 · 5 mins read
Emerging Europe Economics Weekly War pressures in Russia prompt further fiscal tightening Russia’s draft budget for 2026-28 announced this week suggests that policymakers are committed to fiscal tightening, through tax hikes to raise additional revenue and efforts to control military and... 26th September 2025 · 7 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Sep. 2025) Capital inflows into EMs continued last month, with the restart of Fed easing and further declines in the dollar supporting bond inflows in particular. While we expect EM currencies to depreciate over... 26th September 2025 · 0 mins read
UK Economics Weekly What if Starmer and Reeves are replaced? The government's vulnerability will make the job of stabilising the public finances and boosting economic growth more difficult. It also raises the risk of an altogether worse outcome – a fiscal... 26th September 2025 · 7 mins read
Event Drop-In: Europe Outlook – Why the ECB could cut rates in 2026 2nd October 2025, 3:00PM BST The ECB insists interest rates are "in a good place", but it's a view which we think will shift in the coming year.
