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Global Economics > Global Economics Update — How big is the threat from rising oil prices?Commodities > Commodities Data Response — Improvements in PMIs mask underlying fragilityGlobal Economics > Global Economics Update — Global trade slowed last year, prospects poor for 2012Global Economics > Global Economics Update — Is this recovery the real deal?Commodities > Commodities Update — Corn to trade at a premium to wheatCommodities > Commodities Update — Iran’s latest position bearish (sic) for oil pricesGlobal Economics > Global Markets Update — Has the US equity risk premium reached a peak?Global Economics > Global Economics Update — Could a Greek default be another Lehman's moment?Global Economics > Global Economics Focus — How well will growth in emerging economies hold up?Commodities > Commodities Update — Aluminium prices to hold up better than copper
Global Economics > Global Economics Update — How damaging will the Iranian oil embargo be?Commodities > Commodities Analyst — Prices to drop sharply on euro break-up fearsGlobal Economics > Global Economics Focus — What can emerging economies do to help the rest of the world?Commodities > Commodities Update — China’s commodity imports show renewed weaknessGlobal Economics > Global Markets Update — Gilts unimpressed by £50bn more QE, but outlook still rosyCommodities > Commodities Update — Strength in Brent likely to be temporaryGlobal Economics > Global Economics Update — Will the global recovery last the course this time?Commodities > Commodities Update — Collapse in shipping costs may be significant after allCommodities > Commodities Update — Ample global supply to keep wheat prices softGlobal Economics > Global Markets Update — Too soon to call the end of the bull market in Treasuries
This article appears in multiple services — Euro-crisis: how big is the threat of financial contagion for EMs?Commodities > Commodities Update — Silver: a star performer but will this last?Global Economics > Global Economics Update — China will not bail out euro-zone aloneGlobal Economics > Global Markets Chart Book — Can the good times continue to roll?Commodities > Commodities Update — A cautionary note on copperCommodities > Commodities Chart Book — New Year rally built on shaky foundationsGlobal Economics > Global Economics Update — Global manufacturing picks up in January, but will it last?Global Economics > Global Markets Focus — Increasing intangible investment – implications for equity pricesThis article appears in multiple services — Was the Fed statement really so positive for commodities?Commodities > Commodities Update — Cotton rally set to unravel
Global Economics > Global Markets Update — A deepening liquidity trap would be bad news for equitiesCommodities > Commodities Update — Will Chesapeake’s supply cut rescue US natural gas prices?Global Economics > Capital Markets Analyst — Market implications of an EMU break-upCommodities > Commodities Data Response — China’s growth will not be enough to avert price declinesCommodities > Commodities Update — Gold price to surge on euro break-up fearsCommodities > Commodities Update — Saudi comments point to lower oil pricesGlobal Economics > Global Economic Outlook — Farewell to the euroCommodities > Commodities Update — Corn prices yet to find their floorCommodities > Commodities Update — Three Iran scenarios for the oil priceCommodities > Commodities Update — What’s really behind the rewidening of the Brent-WTI spread?
Commodities > Commodities Update — Rice prices to fall another 20% in 2012Commodities > Commodities Data Response — Chinese copper imports hit record high in DecemberCommodities > Commodities Update — "Tail risks" to oil prices still skewed to the downsideGlobal Economics > Global Markets Chart Book — US stock market resilience unlikely to lastGlobal Economics > Global Markets Update — How much difference will the Fed's rate forecasts make?Global Economics > Global Economics Update — US manufacturing continues to shrug off euro-zone woesCommodities > Commodities Chart Book — More rollercoaster than super-cycleThis article appears in multiple services — Two painful lessons for commodity investors from 2011Commodities > Commodities Update — Are falling copper stocks a reason to be bullish?Commodities > Commodities Data Response — Weak PMIs highlight downside risks to metals prices
Commodities > Commodities Update — OPEC’s quota hike all but irrelevant to oil price outlookGlobal Economics > Global Inflation Watch — Rapid drop in inflation to allow more monetary stimulusCommodities > Commodities Data Response — Rising Chinese commodity imports are not set to lastCommodities > Commodities Update — OPEC sidelined as global slowdown offsets fears over IranThis article appears in multiple services — Emerging Economies: Five key calls for 2012Commodities > Commodities Update — Platinum’s low to be determined by rand and euro-zoneGlobal Economics > Global Markets Update — Bond market implications of future economic divergenceGlobal Economics > Global Markets Chart Book — A chink of light at the end of a torrid monthCommodities > Commodities Chart Book — Markets clutching at strawsGlobal Economics > Global Economics Update — Growing divergence between US and euro-zone manufacturing
Global Economics > Global Markets Update — New market forecasts - the fall-out from an EMU break-upCommodities > Commodities Data Response — Chinese slowdown adds to global concernsCommodities > Commodities Update — Too soon to call the end of the bull market in goldGlobal Economics > Global Markets Focus — The market fall-out from a Greek default and possible EMU exitGlobal Economics > Global Markets Update — Worse to come for “core” euro-zone bonds?Commodities > Commodities Update — Brent-WTI spread returning to realityGlobal Economics > Global Markets Update — What to make of Greece’s bigger “haircut”Commodities > Commodities Update — Can China's demand offset the impact of the euro crisis?Commodities > Commodities Update — Is there any upside from the euro-zone crisis?Global Economics > Global Economics Update — Will the IMF save the euro?
Commodities > Commodities Update — How much might conflict with Iran add to oil prices?Commodities > Commodities Update — Can tin producers wait long enough for higher prices?Commodities > Commodities Update — Rice prices to drop sharply as Thai floods recedeGlobal Economics > Global Markets Update — Growing stresses in the banking systemCommodities > Commodities Data Response — China’s imports of commodities (Oct.)Commodities > Commodities Update — Is gold a currency?Global Economics > Global Markets Update — Labour's share of income and the outlook for US equitiesGlobal Economics > Global Economics Update — Will lower commodity prices rescue the world economy?Global Economics > Global Economics Update — Kicking the Cannes down the roadGlobal Economics > Global Economics Update — Kicking the Cannes down the road
Commodities > Commodities Update — Euro crisis likely to drag commodity prices much lowerGlobal Economics > Global Markets Chart Book — Temporary respite for risky assetsGlobal Economics > Global Economics Update — Global manufacturing weak even before euro crisis deepenedGlobal Economics > Global Economics Update — Will the G20 achieve anything in Cannes?Commodities > Commodities Chart Book — Fragile recovery already falteringThis article appears in multiple services — Renewed yen strength to keep Japan’s stock market weakGlobal Economics > Capital Markets Analyst — Too little, too lateCommodities > Commodities Update — Copper bottomed?Commodities > Commodities Update — Are commodities still a distinct asset class?Global Economics > Global Economics Focus — Does a sovereign debt crisis always cause a financial crisis?
Commodities > Commodities Data Response — No hard landing for China but demand outlook still poorCommodities > Commodities Update — Dollar gains to add to downward pressures on pricesThis article appears in multiple services — Sovereign Debt: are the emerging markets immune?Global Economics > Global Economic Outlook — Growing risk of another recessionCommodities > Commodities Analyst — Poor demand prospects mean prices have further to fallGlobal Economics > Global Markets Update — US corporate earnings and the outlook for the stock marketCommodities > Commodities Update — Brent to fall further despite index rebasing (and Iran)This article appears in multiple services — Euro still likely to slide furtherGlobal Economics > Global Economics Update — Is the world slipping back into recession?Global Economics > Global Markets Chart Book — Market turmoil finally gives the dollar a lift
Commodities > Commodities Update — Global demand woes to send base metals even lowerCommodities > Commodities Data Response — Manufacturing downturn shows price weakness is realCommodities > Commodities Chart Book — Reality bitesGlobal Economics > Global Markets Update — Back to the barber?Global Economics > Global Economics Update — Are we any closer to a Tobin tax?Commodities > Commodities Update — 2012 copper price forecast lowered to $6,000Global Economics > Global Markets Update — Just how safe is the yen?Global Economics > Global Markets Update — Gold’s remaining pillars still strongCommodities > Commodities Update — Gold still deserves “safe haven” statusCommodities > Commodities Update — Industrial metal prices tumble and are set to fall further
Commodities > Commodities Update — What does Thailand’s rice scheme mean for global prices?Global Economics > Global Markets Update — Corporate bonds vs. corporate equitiesGlobal Economics > Global Markets Update — The big picture on emerging market currenciesCommodities > Commodities Update — Euro-zone crisis leaves more upside for goldGlobal Economics > Global Markets Update — The intangible aspect of stock market valuationGlobal Economics > Global Markets Update — How stressed out is the euro-zone banking sector?Commodities > Commodities Update — What would “Operation Twist” mean for commodities?Global Economics > Global Markets Update — New market forecasts – even lower Treasury yields aheadCommodities > Commodities Update — Brent to fall to $85 per barrel in 2012Global Economics > Global Economics Update — How serious is the global downturn?
Global Economics > Global Markets Chart Book — US Treasuries continue to prosperCommodities > Commodities Chart Book — Defying gravityGlobal Economics > Global Inflation Watch — Global inflation set to fallCommodities > Commodities Update — Beware the LME stocks dataCommodities > Commodities Update — Commodity prices to drop back on QE3 disappointmentGlobal Economics > Global Markets Update — What would QE3 mean for the markets?Commodities > Commodities Update — Libyan regime change to undermine oil prices furtherGlobal Economics > Global Economics Update — What are the risks of a double dip?Commodities > Commodities Update — Gold has further to rise despite likely Venezuelan salesCommodities > Commodities Update — What next for oil prices?
Global Economics > Global Markets Update — Does rising credit risk pose a threat to Bunds?Commodities > Commodities Update — Gold price set to exceed platinum by record amountGlobal Economics > Global Economics Update — Policymakers may be increasingly impotentGlobal Economics > Global Markets Update — What next for emerging market markets?Global Economics > Global Markets Update — Prospects for the other major developed stock marketsGlobal Economics > Global Markets Update — US Treasury yields could fall even furtherCommodities > Commodities Update — Commodities not out of the woodsGlobal Economics > Global Markets Update — How much further could the US stock market fall?This article appears in multiple services — Are emerging markets immune?This article appears in multiple services — Loss of US AAA rating shouldn't be a complete disaster
Commodities > Commodities Update — Is gold’s sudden drop yesterday a sign of things to come?Commodities > Commodities Update — Equity markets signal trouble ahead for commoditiesGlobal Economics > Global Economics Update — Market falls deepen economic risksGlobal Economics > Global Markets Chart Book — US Treasury yields plummet despite debt spatCommodities > Commodities Update — US debt deal is not the end of the road for gold’s bull runGlobal Economics > Global Economics Update — Global growth continued to slow in JulyGlobal Economics > Capital Markets Analyst — Caveat creditorThis article appears in multiple services — What if the US loses its AAA rating?Commodities > Commodities Update — IEA pledge should help cap oil pricesGlobal Economics > Global Economic Outlook — Recovery stalls (Q3 11)
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