Inflation

UK real estate investors cautious in UK market; Weakest quarterly investment since Q3 2023 UK real estate market commentary - July 2026 UK real estate market commentary - July 2026 Despite heightened geopolitical uncertainty and elevated financing costs, repriced valuations and resilient occupier markets continue to create compelling long-term opportunities in UK real estate. The Middle East conflict continues to weigh on the UK macroeconomic outlook, primarily through its effect on energy prices, inflation expectations, and economic confidence. Although the initial ceasefire raised hopes that disruption would prove short-lived, renewed attacks on commercial shipping through the Strait of Hormuz and subsequent US military retaliation have highlighted the fragility of the situation. ...

Goldman Sachs Research analyzes portfolio risks amid AI boom and inflation in global markets; Real assets hedge inflation and diversify portfolios Balancing the Risks to Portfolios from an Innovation Boom and Inflation | Goldman Sachs We harness every resource, insight, relationship, and competitive advantage to drive superior results for our clients. Goldman Sachs’ weekly newsletter, offering economic and markets analysis from across the firm. Subscribe now. We help entrepreneurs create jobs and economic opportunity through rigorous business education programs, access to capital, and networking. ...

German economy grows in Germany; beats Bundesbank forecast Commentary: German economyMonthly Report – July 2026 DE Monatsbericht – Juli 2026 EN Monthly Report – July 2026 What contribution has diminished price competitiveness made to the recent weakness in German exports? US tariffs and geoeconomic fragmentation: implications for the global economy Bureaucratic burdens in Germany’s corporate sector: causes and effects 1 German economy withstanding headwinds 2 Industrial activity surprisingly robust 3 Service providers and private consumption subdued ...

Investors in European real estate markets adjust allocations; Q2 volumes €43B, H1 down 10% European real estate market commentary - July 2026 European real estate market commentary - July 2026 Despite renewed geopolitical uncertainty, Europe’s real estate markets continue to find support from resilient occupier demand, constrained development and increasingly attractive entry points. The conflict in the Middle East continues to weigh on the European economic and real estate market outlook, primarily through its impact on energy prices, inflation expectations, and confidence. ...