Capital Daily Strong US stock market and dollar unlikely to remain bedfellows 13th July 2018 · 1 min read
Commodities Weekly Trump ups the ante on trade For the most part, commodity prices continued to fall this week as Donald Trump stoked the fire of trade tensions by proposing that $200bn of China’s exports to the US would be subject to a 10% tariff... 13th July 2018 · 1 min read
Canada Economics Weekly Bank still too sanguine about the housing market The Bank of Canada appears increasingly confident in the economic outlook, but we think that its forecasts for GDP growth will prove to be too optimistic. Following this week’s increase in the policy... 13th July 2018 · 1 min read
China Economics Weekly Case for policy easing continuing to build The release of disappointing credit data a month ago catalysed a deterioration in sentiment about China’s economy. Today’s even weaker figures will only add to those concerns, with the early signs... 13th July 2018 · 1 min read
Nordic & Swiss Economics Weekly Soft inflation won’t deter Riksbank or Norges Bank According to the minutes of the Riksbank’s July meeting, Sweden’s monetary policymakers were particularly worried about the weakness of non-energy inflation. And with some justification. Data... 13th July 2018 · 1 min read
US Housing Market Update Americans have not forgotten that house prices can fall The share of Americans who point to high house prices as a reason not to buy looks elevated in relation to the level of real house prices and mortgage affordability. That may reflect memories of the... 13th July 2018 · 1 min read
Europe Commercial Property Update Athens slowly turning a corner, but risks remain A lack of good quality space is positive for prime rents in Athens. But with the Greek economy far from being in good health, rental growth prospects will be constrained in spite of the recent... 13th July 2018 · 1 min read
US Economics Weekly Powell takes centre stage The financial markets will have one eye on President Donald Trump’s summit with Russian President Vladimir Putin next week, but Fed Chair Jerome Powell’s semi-annual congressional testimony is likely... 13th July 2018 · 1 min read
Latin America Economics Update What next for Brazil’s recovery? The hit to the Brazilian economy from May’s truck drivers’ strike already seems to be reversing. But the recent tightening of financial conditions means the recovery over the second half of the year... 13th July 2018 · 1 min read
UK Commercial Property Data Response Commercial property investment (Jun.) Investment activity picked up in June, consistent with indications that growth in Q2 has recovered from the soft start to the year. Nevertheless, on an annual basis investment continued to soften. 13th July 2018 · 1 min read
UK Economics Weekly GDP figures keep MPC on track, Brexit plan softened May’s GDP figures this week confirmed that the economy is starting to regain some momentum. That said, growth was still pretty anaemic, raising the possibility that the Monetary Policy Committee could... 13th July 2018 · 1 min read
Europe Economics Weekly ECB hawks still in the minority In an otherwise quiet week, the main economic news was the publication of the minutes of June’s ECB meeting. They showed that members of the Governing Council “widely agreed” to update their forward... 13th July 2018 · 1 min read
Metals Watch Is the sell-off in industrial metals overdone? Trade tensions between the US and China have escalated further in recent weeks, prompting sharp declines in the prices of industrial metals. In this Metals Watch we look at the reasons why metals... 13th July 2018 · 1 min read
Emerging Europe Economics Weekly Erdogan talks, markets tumble Turkish President Erdogan’s decisions this week to exclude investor-friendly members from his new cabinet and renew his calls for lower interest rates have rattled local financial markets and... 13th July 2018 · 1 min read
China Data Response Bank Lending & Broad Credit (Jun.) A further slowdown in lending in June adds downside risks to economic growth and is likely to trigger a policy response. 13th July 2018 · 1 min read
Africa Economics Weekly Nigeria: Conditions improved in Q2 Survey and output figures released this week suggested that conditions in Nigeria and South Africa improved in Q2. South African retail sales figures out next week will probably provide more evidence... 13th July 2018 · 1 min read
