Up to the minute comment on breaking issues

Daily Notes are a speedy and insightful reaction to the most important economic data.

We avoid the standard pattern of reporting ('this happened there; it was better/worse than expected'). Instead, we use our unique approach to analyse why the numbers came out as they did and what it means for market developments. The Daily Notes also provide our most regular method of communication with clients. If something causes us to change our view, the Daily Note will be the first warning that this is happening.
Notes that cover implications for equities, bonds or currencies generally provide a clear recommendation. Download a sample. (112kB pdf)

Immediate reaction and analysis of the most important data

The UK Bulletin provides regular updates produced up to three times a week conveying the very latest developments in the UK economy. Reports cover a range of issues from interest rates and inflation to UK share prices and returns on major asset classes.

Bulletin topics often mark the first appearance of what become more developed themes in our longer format publications

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Monthly Reviews are freestyle comments. They provide in-depth analysis of issues of current interest and importance. They deal with fundamentals, the nature and development of national economies in relation to the global economy. They are the picture on the lid of the jigsaw box into which pieces should fit. If they don't, the picture must change.

GLI Americas - as well as the US we cover Canada, Mexico and Brazil. This edition also gives a full overview of global trends.

GLI Asia - this edition gives forecasts for Japan, China, India, Korea, Taiwan and Australia.

GLI Europe - provides information on developments in the UK, Germany, France, Italy, Spain, Russia and four large central European economies.

Each issue focuses on the outlook for equities, bonds, currencies and commodities for the region with a main article covering a global macro topic.

This monthly publication covers equities, bond and money markets, foreign exchange and commodities.

LSR indicators are applied and asset classes analysed to produce concrete investment ideas based on our highest-conviction views. Subscribers to this service receive regular email updates when data or circumstances cause our views to shift.

Property Economics is a specialist publication concentrating primarily on UK commercial property issues. It seeks to help investors understand the different pressures on the sector and position themselves to gain maximum returns.

Published monthly, it provides an analysis of the economic background to property investment and housing in the UK and forecasts future trends, including expected returns against other asset classes.

A comprehensive study of the UK economy covering the household and corporate sectors in unrivalled detail. Real and monetary trends are analysed in-depth in order to formulate a UK forecast for the following two years within an international context.