UK Economics Focus Are US Bonds Over-valued? Our analysis suggests that US bonds are currently overvalued, with ten year bond yields around 0.5- 1.0% below long-term sustainable levels. There are two key factors underpinning this conclusion. 31st January 2006 · 1 min read
Europe Economics Focus Are US Bonds Over-valued? Our analysis suggests that US bonds are currently overvalued, with ten year bond yields around 0.5- 1.0% below long-term sustainable levels. There are two key factors underpinning this conclusion. 31st January 2006 · 1 min read
UK Commercial Property Data Response UK RICS Construction Survey (Q4, 2005) 31st January 2006 · 1 min read
US Data Response US Conference Board Consumer Confidence (Jan.); ECI (Q4) 31st January 2006 · 1 min read
UK Economics Focus When can the MPC relax on inflation? A key factor preventing the Monetary Policy Committee from cutting interest rates further has been the threat that last year’s rise in CPI inflation will have knock-on effects on inflation... 30th January 2006 · 1 min read
