Event Drop-In: France’s political turmoil and the fragility of global bond markets 9th September 2025, 10:00AM BST François Bayrou has survived eight no-confidence votes since becoming France’s Prime Minister late last year. But this Monday’s confidence vote – called by Bayrou himself – could yet bring down his...
Event UK Drop-In: The Autumn Budget – What’s next for the economy and markets? 26th November 2025, 3:00PM GMT Our economists hosted this fast focused briefing shortly after Rachel Reeves’ statement to the House of Commons, to discuss what the Budget means for the economy, housi
Event Drop-In: Commercial Property Outlook - What to watch out for in 2026 13th November 2025, 3:00PM GMT A year ago, our clients were citing geopolitical risk and the second Trump term as their key blind spots going into 2025.
Event Global Drop-In: Central bank December decisions and the 2026 policy outlook 18th December 2025, 3:00PM GMT The Bank of England and European Central Bank’s final decisions of 2025 follow a week after the Fed’s and close a year in which all three have been trying with mixed success to steer
Event Central Bank Drop-In: Unpacking the Fed, ECB and Bank of England September meetings 18th September 2025, 3:00PM BST Our senior economists from our US, Europe and UK teams hosted this online briefing to dive into the latest decisions and comms from the Fed, ECB and Bank of England, and to answer client quest
Event UK Drop-In: Budget Preview - What to expect for the economy and markets 19th November 2025, 3:00PM GMT Will the Chancellor’s second Budget be as big and as bad for the economy as her first? Will it dampen or ignite the gilt market’s fiscal fears?
Event UK Drop-In: Bank of England March meeting preview – Rate cuts after the energy shock 12th March 2026, 3:00PM GMT Uncertainty around the duration of the conflict in the Middle East is keeping energy prices near multi-year highs and threatening expectations that the Bank of England will continue cutting rates t
UK Economics Weekly UK Weekly: Past the worst? The further fall in GDP in May provided yet another excuse to talk down the UK economy. But there is some evidence that we are past the worst and the situation will improve from here (or, at the least... 11th July 2025 · 6 mins read
Europe Economics Weekly Europe Weekly: Euro-zone economy benefiting from tariffs The media focus this week has continued to be on EU-US trade negotiations as the pause on Liberation Day tariffs was extended beyond the 9th July deadline and President Trump threatened to send a... 11th July 2025 · 5 mins read
UK Economics Rapid Response UK GDP (May 2025) The hangover from the burst of activity in Q1 ahead of rises in US tariffs and UK stamp charges continued in May with GDP falling by 0.1% m/m. This leaves GDP on track to rise by just 0.1% q/q in Q2... 11th July 2025 · 3 mins read
Emerging Markets Economics Update EM disinflation has further to run Aggregate EM inflation is now at its lowest level in four years, with notable declines this year across Asia. We still think the outlook will be characterised by higher inflation in Latin America and... 10th July 2025 · 5 mins read
Climate Economics Update EU tariffs not stopping China’s EV exporters Auto exporters in China have adapted to the EU’s tariffs on EVs by lowering export prices and focusing on vehicles that are not subject to tariffs. Even if trade restrictions were to remain in place... 10th July 2025 · 3 mins read
Global Commercial Property Update APAC property to underperform globally Poor performance in the US and APAC property markets is set to drag on the global recovery over the next few years. While strong economic fundamentals argue for a material improvement in total returns... 10th July 2025 · 3 mins read
Europe Economics Focus How vulnerable is Ireland to Trump’s policies? There are risks to the Irish economy from potential US tax policy changes but we think they are not as large as they first appear. The country’s large pharmaceutical sector should be fairly resilient... 10th July 2025 · 13 mins read
UK Housing Market Update UK RICS Residential Market Survey (Jun. 2025) While June’s RICS survey suggests most of the recent weakness in the housing market was due to the temporary influence of the change in stamp duty, it doesn’t yet point to a marked recovery in demand... 10th July 2025 · 3 mins read
Europe Commercial Property Update Portuguese retail to lead the euro-zone We anticipate further yield falls for prime Portugal retail assets over the rest of the year. And with robust economic fundamentals and a solid rental outlook we forecast Portugal to be one of the... 9th July 2025 · 3 mins read
