Global Commercial Property Chart Pack Global Commercial Property Chart Pack (October 2026) Higher interest rates are set to drag on global property values in the coming year, especially in lower-yielding euro-zone and APAC. US property values are likely to be most resilient this year but we... 8th October 2026 · 0 mins read
Capital Daily Bond market turmoil just the latest blow for French stocks Turmoil in France’s bond market has added more pain to an already miserable year for equities there, and we doubt a big recovery is likely anytime soon. 7th October 2026 · 3 mins read
Europe Chart Pack Europe Chart Pack (October 2026) The euro-zone economy is growing at a steady pace. While Spain is still the clear outperformer among the larger countries, Germany has finally returned to growth, but France has stalled. Business... 7th October 2026 · 0 mins read
Europe Rapid Response Euro-zone Retail Sales (August 2026) The small rise in euro-zone retail sales in August suggests that consumption growth slowed in the third quarter compared to Q2. 6th October 2026 · 2 mins read
Europe Economics Update First thoughts on Spain's snap election The outcome of Spain’s snap election on 29th November is uncertain, but opinion polls suggest that the centre-right People’s Party and far-right Vox are well placed to form a coalition. That would... 5th October 2026 · 4 mins read
Europe Economics Weekly France’s bond sell-off has further to run This week’s sharp sell-off in French government bonds suggests that investors have woken up to the severity of country’s public debt problem. Even if things calm down a bit in the coming weeks, which... 2nd October 2026 · 6 mins read
Europe Rapid Response Euro-zone HICP (September 2026) September’s HICP data show that almost all of the increase in inflation since the Iran war began is due to higher fuel prices and energy bills. There are some signs that the indirect effects of higher... 2nd October 2026 · 2 mins read
Global Commercial Property Update Self-storage, SFR and senior living offer the greatest potential Alternatives with strong secular drivers are well placed to deliver robust demand growth, with those that are less institutionalised – such as self-storage, single-family rental and senior living –... 1st October 2026 · 3 mins read
Europe Rapid Response Euro-zone National HICP (September 2026) Data released for Germany, France, Italy and Spain point to an increase in euro-zone headline inflation from 3.2% in August to 3.7% in September. They also suggest that the indirect effects of higher... 30th September 2026 · 2 mins read
Europe Commercial Property Outlook Higher yields to weigh on property values in the near term Higher interest rates brought about by the ongoing energy shock are likely to push up prime property yields and hit capital values in the coming quarters, though rental growth should remain resilient... 29th September 2026 · 24 mins read
Europe Rapid Response EC Economic Sentiment Indicator (September) The euro-zone’s Economic Sentiment Indicator fell slightly in September but was still at a level consistent with steady growth. With price pressures in services reasonably well contained we still... 29th September 2026 · 2 mins read
Europe Economics Weekly Further diesel shock on the way? President Trump’s proposed ban on diesel exports has the potential to cause another diesel shock in Europe in the coming weeks – pushing prices up by as much as another 50%. While we suspect any ban... 25th September 2026 · 6 mins read
Europe Economics Update Election worries will keep pressure on French bonds Global bond markets have taken a big hit in recent months, but French government bonds have been singled out. We think this makes sense given the widening fiscal deficit and the growing risks around... 24th September 2026 · 3 mins read
Europe Commercial Property Update Further rises in property yields are on the way A higher path for interest rates means we now expect euro-zone all-property yields to rise by 15-20bps over the next 6-12 months. The risk of increases appears greatest in Paris, where the property-to... 24th September 2026 · 3 mins read
Europe Economic Outlook Investors expecting too many hikes from the ECB The euro-zone economy is likely to continue growing at around its trend rate of 1% over the next year or two. Among the largest countries, Germany, France and Italy will grow at a modest pace while... 24th September 2026 · 25 mins read
Europe Rapid Response Germany Ifo Business Climate Index (September) 24th September 2026 · 2 mins read
