When will interest rates fall? Experts warn of ‘more pain to swallow’ after latest hike Mortgage rates could remain elevated ‘indefinitely’, analyst says The Independent UK · Aug 3, 2023
Skepticism prevails as Chinese leaders promise to back private businesses to spur slowing economy Chinese leader Xi Jinping’s government is promising to drag the economy out of a crisis of confidence aggravated by tensions with Washington, wilting exports, job losses and anxiety among foreign companies about an expanded anti-spying law The Independent UK · Jul 31, 2023
Commercial real estate may not recover until 2040 Capital Economics's Kiran Raichura predicts that office values will sink by 35% in the next three years, and the sector might not recover until 2040. Fortune · Jul 18, 2023
Property economist predicts 35% fall in office values by end of 2025, anticipates over 17-year recovery: 'We definitely think the office sector is crashing' “The realization that the market needs to reprice substantially has driven us to make a big downgrade in our forecast,” says Capital Economics' Kiran Raichura. Fortune · Jul 17, 2023
Eurozone inflation drops; UK recession fears linger; Apple hits $3trn valuation – as it happened Eurozone price pressures have eased, although core inflation has risen, as economists warn UK recession risk has not vanished The Guardian - UK · Jun 30, 2023
Morgan Stanley says commercial real estate will crash harder than during the Great Financial Crisis. Here’s how 5 other top institutions see it playing out There’s one thing they can all agree on: Office properties are in trouble. Fortune · Jun 26, 2023
Office owners have an ‘arduous’ road ahead, Capital Economics says, forecasting that office values are unlikely to recover by 2040 The research firm’s top property economist likens the decline in office demand to what malls have experienced over the last six years—and sees a similar outcome. Fortune · Jun 23, 2023
Capital Economics: Pause in home price declines to 'prove temporary'' Capital Economics just put out a new report titled “Pause in house price declines to prove temporary.” Fortune · Jun 13, 2023
UK growth forecast upgraded by IMF; Bank of England governor says ‘big lessons to learn’ after inflation shock – as it happened New IMF report shows “a big upgrade to the UK’s growth forecast” says Jeremy Hunt, with UK expected to grow by 0.4% this year not shrink by 0.3% The Guardian - UK · May 23, 2023
How war in Taiwan could mean the wheels come off the UK economy Microchips are an issue, of course, but China also makes the alloy wheels our cars mostly roll on. And what about TikTok? The Guardian - UK · Apr 29, 2023
Will Credit Suisse be the next banking domino to fall? After Silicon Valley Bank’s collapse, could one of Europe’s biggest (and most embattled) banks spark an even bigger crisis? Fortune · Mar 15, 2023
The free-fall in housing market activity just concluded, says Capital Economics U.S. home prices will continue to fall in 2023 even as home sales bottom out, says Capital Economics. Fortune · Jan 17, 2023
China's capital swings from anger over zero-Covid to coping with infections BEIJING: Beijing's Covid-19 gloom deepened on Sunday with many shops and other businesses closed, and an expert warned of many thousands of new coronavirus cases as anger over China's previous Covid policies gave way to worry about coping with infection. Bangkok Post · Dec 11, 2022
Beijing swings from anger over zero-COVID to coping with infections (Corrects spelling of 'woman' in paragraph 9) Reuters · Dec 11, 2022
Fortune · Dec 7, 2022 A 20% home price crash? These 7 forecast models can see it—where the other 13 leading models have the 2023 housing market going Where 20 leading forecasters foresee home prices going in 2023.
The Guardian - UK · Nov 27, 2022 High-rise mortgage costs see surge in rents across the UK House prices may be falling as interest rates climb, but there’s no respite for tenants as property shortages bite
Asharq Al-Awsat · Nov 23, 2022 China Widens COVID Curbs, Apple Factory Unrest Adds to Economy Worries Chinese authorities imposed more restrictions on Wednesday to rein in a rapid rise in COVID-19 infections, adding to investors' worries about the economy just as fresh unrest at the world's largest iPhone factory highlighted the social and financial toll of these curbs. Across China, cities including the capital Beijing and…
Financial Times · Nov 15, 2022 Central banks to shift away from ‘jumbo’ interest rate rises as outlook darkens Economists expect smoother monetary tightening as policymakers worry about damage to growth
Evening Standard · Nov 4, 2022 Talking about house prices, for all the wrong reasons City Voices: The next 18 months are going to be tough for homeowners
Reuters · Oct 31, 2022 China COVID curbs hit iPhone output, shut Shanghai Disney China's COVID-19 curbs forced the temporary closure of Disney's Shanghai resort on Monday, while production of Apple Inc iPhones at a major contract manufacturing facility could drop by 30% in November due to coronavirus restrictions, a source told Reuters.
The Independent UK · Oct 8, 2022 First-time buyers see hopes destroyed amid rising interest rates and higher rents The property market is set to weaken from the bottom up as people struggle to climb onto the housing ladder, economists warn
The Guardian - UK · Sep 16, 2022 Pound falls as weak retail sales raise fears UK economy is in recession On Black Wednesday anniversary, sterling hits 37-year low against dollar and 17-month low against euro
The Guardian - UK · Sep 5, 2022 The daunting economic challenges facing the UK’s next chancellor Nadhim Zahawi’s successor will have to provide support as the country grapples with falling into recession
Evening Standard · Aug 31, 2022 Millions again placed under Covid lockdown in China China’s Guangzhou tightens Covid restrictions as infections hit big southern cities
The Guardian - AU · Aug 31, 2022 China places millions into Covid lockdown again as economy continues to struggle Key cities of Shenzhen, Guangzhou and Dalian are under curbs again, amid protests and data showing factory slowdown