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European Economics > European Economics Update — 24 May, 2012The euro has yet to price in a break-up European Economics > European Economics Update — 24 May, 2012Can Greece survive outside the euro-zone?Emerging Europe Economics > Emerging Europe Economics Update — 24 May, 2012Weak zloty a cause for concern, but shouldn’t justify rate hikes Emerging Europe Economics > Emerging Europe Economics Update — 23 May, 2012Forint slump to trigger renewed talk of IMF deal This article appears in multiple services — 23 May, 2012What would a Greek exit mean for gilts?European Economics > European Economics Update — 22 May, 2012Euro-bonds can't keep the euro-zone together Global Economics > Global Markets Update — 21 May, 2012Are Treasuries the real deal?European Economics > European Economics Focus — 21 May, 2012The consequences of a euro-zone break-up Commodities > Commodities Update — 21 May, 2012Easing Iran tensions to undermine oil prices further Emerging Europe Economics > Emerging Europe Economics Update — 18 May, 2012Emerging Europe’s currencies caught in the crossfire

Latin America Economics > Latin America Update — 16 May, 2012Latin America currencies battered by flight to safety Global Economics > Global Markets Update — 16 May, 2012What next for euro-zone equities?Commodities > Commodities Update — 15 May, 2012What would a Greek euro exit mean for commodities?UK Consumer > UK Consumer Update — 15 May, 2012Lower petrol prices to add some fuel to consumer recovery Global Economics > Global Markets Update — 14 May, 2012When will equities triumph over bonds again?Emerging Asia Economics > Emerging Asia Economics Update — 14 May, 2012Will the Reserve Bank‘s support for the rupee succeed?UK Markets > UK Markets Chart Book — 11 May, 2012Safe haven demand pushes gilt yields to record lows This article appears in multiple services — 10 May, 2012Where is the safe haven demand for gold?Commodities > Commodities Data Response — 10 May, 2012China’s commodity imports drop back Middle East & North Africa Economics > Middle East Economic Updates — 09 May, 2012Middle East Markets Monitor (May)

Commodities > Commodities Update — 09 May, 2012Brent on course to end year below $100 Latin America Economics > Latin America Focus — 09 May, 2012Can Chile get rich off commodities?Global Economics > Global Markets Update — 09 May, 2012Patience could be a virtue in the UK stock market Latin America Economics > Latin America Update — 08 May, 2012Opening up Mexican oil sector could pump growth Commodities > Commodities Update — 08 May, 2012Wheat prices have further to fall Commodities > Commodities Update — 04 May, 2012Why is iron ore outperforming steel?Middle East & North Africa Economics > Middle East Watch — 04 May, 2012Growing risk of fiscal crises in the oil-poor Arab countries This article appears in multiple services — 03 May, 2012Three illustrative scenarios for the price of gold Global Economics > Global Markets Chart Book — 02 May, 2012Risky assets run out of steam European Economics > European Economics Update — 02 May, 2012Bank bond purchases could deepen the crisis

Commodities > Commodities Chart Book — 01 May, 2012Searching for direction Global Economics > Global Economics Update — 01 May, 2012Fears of global food price inflation unjustified Emerging Asia Economics > Emerging Asia Economics Update — 30 Apr, 2012Where next for the Vietnamese dong?Commodities > Commodities Focus — 30 Apr, 2012The impending collapse of copper prices Middle East & North Africa Economics > Middle East Economic Updates — 27 Apr, 2012Dubai bond issue will not detract from GREs’ troubles Global Economics > Capital Markets Analyst — 26 Apr, 2012Search for safe havens set to resume Middle East & North Africa Economics > Middle East Chart Book — 24 Apr, 2012G7 to the rescue?Commodities > Commodities Update — 20 Apr, 2012What's next for soybean prices?Emerging Europe Economics > Emerging Europe Economics Update — 20 Apr, 2012European shale gas adds to risks to Russia’s growth model Middle East & North Africa Economics > Middle East Economic Updates — 18 Apr, 2012Downside risks to Saudi equities are high

UK Economics > UK Economics Update — 18 Apr, 2012Shale gas will transform the UK energy market (eventually)This article appears in multiple services — 16 Apr, 2012Weather won't keep US natural gas prices down for long China Economics > China Economics Update — 16 Apr, 2012What should we make of the widened renminbi band?Commodities > Commodities Update — 13 Apr, 2012Risks to China’s commodity demand still skewed downwards Emerging Europe Economics > Emerging Europe Economics Update — 13 Apr, 2012Russian stocks set to underperform Global Economics > Global Markets Update — 12 Apr, 2012Bunds increasingly vulnerable to erosion of safe haven status UK Markets > UK Markets Chart Book — 12 Apr, 2012Confidence knocked by renewed euro-zone fears Middle East & North Africa Economics > Middle East Economic Updates — 12 Apr, 2012Markets Monitor (Apr.)Commodities > Commodities Update — 12 Apr, 2012IEA’s oil market outlook still too bullish European Commercial Property > European Commercial Property Updates — 11 Apr, 2012Bond sell-off adds to concerns for Spanish and Italian property prices

Global Economics > Global Markets Update — 11 Apr, 2012Are markets heading for a repeat of 2011?Global Economics > Global Markets Update — 11 Apr, 2012Are markets heading for a repeat of 2011?Commodities > Commodities Data Response — 10 Apr, 2012Supply shortages already priced into corn and soybean Commodities > Commodities Data Response — 10 Apr, 2012China's commodity imports show signs of weakening Canada Economics > Canada Economics Weekly — 09 Apr, 2012Buoyant commodity prices net positive for economy Commodities > Energy Watch — 05 Apr, 2012US natural gas prices to rebound despite supply boom Middle East & North Africa Economics > Middle East Focus — 05 Apr, 2012Egypt devaluation: causes and likely consequences US Economics > US Economics Focus — 04 Apr, 2012Could a surge in dividends boost the economy?Commodities > Commodities Update — 04 Apr, 2012What’s next for sugar?Global Economics > Global Markets Chart Book — 03 Apr, 2012A month of two halves for Treasuries

Commodities > Commodities Chart Book — 03 Apr, 2012Oil prices peaking?Emerging Europe Economics > Emerging Europe Economics Update — 03 Apr, 2012Ukraine: downside risk to steel prices adds to headwinds US Economics > US Economics Weekly — 02 Apr, 2012No need to fret about higher Treasury yields Emerging Asia Economics > Emerging Asia Economics Weekly — 02 Apr, 2012Indonesia - losing its shine?This article appears in multiple services — 30 Mar, 2012What will bring oil prices down?Middle East & North Africa Economics > Middle East Economic Updates — 29 Mar, 2012It could end in tears for Saudi stocks Latin America Economics > Latin America Chart Book — 29 Mar, 2012Markets pause for breath China Economics > China Watch — 29 Mar, 2012What difference would a wider RMB trading band make?Latin America Economics > Latin America Update — 28 Mar, 2012Jump in oil prices is a net benefit for Latin America Commodities > Commodities Update — 28 Mar, 2012Commodities shouldn't bank on more support from the Fed

Emerging Europe Economics > Emerging Europe Chart Book — 28 Mar, 2012Market rally loses its shine European Economics > European Economics Focus — 27 Mar, 2012Lessons from the Icelandic crisis Commodities > Commodities Update — 26 Mar, 2012Global outlook still points to lower commodity prices Emerging Asia Economics > Emerging Asia Economics Weekly — 26 Mar, 2012High oil prices will not lift inflation US Economics > US Economics Weekly — 26 Mar, 2012Do rising equity prices offset higher gas prices?Global Economics > Global Markets Focus — 23 Mar, 2012Future monetary tightening and the prospects for Treasuries Latin America Economics > Latin America Update — 23 Mar, 2012What next for Brazil’s “currency war”?Commodities > Commodities Update — 21 Mar, 2012How tight is China’s corn market?Emerging Europe Economics > Emerging Europe Economics Update — 21 Mar, 2012Turkey’s current account deficit not just about oil Commodities > Commodities Focus — 20 Mar, 2012Is the long bull market in gold finally over?

UK Economics > UK Economics Weekly — 19 Mar, 2012Gilt market retains faith in Osborne Commodities > Commodities Update — 16 Mar, 2012How big is the Iran premium in oil prices?European Economics > European Economics Update — 15 Mar, 2012SNB’s support won’t rescue the Swiss economy China Economics > China Economics Update — 14 Mar, 2012What do Wen’s comments mean for property and the renminbi?This article appears in multiple services — 14 Mar, 2012100 year gilt issue underlines UK safe-haven status Global Economics > Global Markets Update — 14 Mar, 2012New forecasts for bond and stock markets Emerging Europe Economics > Emerging Europe Analyst — 14 Mar, 2012Growth still set to disappoint Middle East & North Africa Economics > Middle East Economic Updates — 13 Mar, 2012Middle East Markets Monitor (Mar.)Commodities > Commodities Update — 12 Mar, 2012China's strong commodity imports not set to last Commodities > Commodities Data Response — 09 Mar, 2012USDA report points to lower corn and soybean prices

Commodities > Commodities Update — 09 Mar, 2012Copper prices to drop as China’s demand falls short UK Markets > UK Markets Chart Book — 08 Mar, 2012Markets reassess QE outlook Emerging Asia Economics > Emerging Asia Economics Update — 08 Mar, 2012Cuts to fuel subsidies mean no more rate cuts in Indonesia Emerging Europe Economics > Emerging Europe Economics Update — 07 Mar, 2012Risks to the Hungarian markets still skewed to downside Commodities > Commodities Update — 06 Mar, 2012India’s ban unlikely to prevent further falls in cotton prices Emerging Europe Economics > Emerging Europe Economics Update — 06 Mar, 2012Why would Russia benefit from lower oil prices?Global Economics > Global Economics Update — 06 Mar, 2012Commodity price moves do not herald a surge in inflation This article appears in multiple services — 06 Mar, 2012Focus on oil prices neglects wider commodity picture Commodities > Commodities Update — 06 Mar, 2012Will oil continue to outperform?Latin America Economics > Latin America Update — 05 Mar, 2012Capital inflows threaten to destabilise Latin America

Canada Economics > Canada Economics Weekly — 05 Mar, 2012Investment reliant on sustained high oil prices Emerging Europe Economics > Emerging Europe Economics Update — 02 Mar, 2012Spike in oil prices is a bigger risk to growth than to inflation Middle East & North Africa Economics > Middle East Economic Updates — 02 Mar, 2012Dubai’s economy on slow recovery path Commodities > Commodities Chart Book — 02 Mar, 2012Iran premium in oil prices climbs towards $10 Global Economics > Global Markets Chart Book — 29 Feb, 2012Weaker yen boosts Japan’s stock market Commodities > Commodities Update — 29 Feb, 2012Monetary stimulus not enough to rescue commodity prices European Economics > European Economics Update — 29 Feb, 2012LTROs won't solve the euro-zone crisis Middle East & North Africa Economics > Middle East Economic Updates — 28 Feb, 2012Saudi Arabia’s non-oil sector set for healthy growth Emerging Asia Economics > Emerging Asia Economics Update — 28 Feb, 2012How vulnerable is Asia to high oil prices?Commodities > Commodities Update — 28 Feb, 2012Soybean prices to fall back as China’s demand disappoints

This article appears in multiple services — 27 Feb, 2012Super low gilt yields here to stay This article appears in multiple services — 27 Feb, 2012A stronger yen likely to undermine Japan’s stock market Commodities > Energy Watch — 27 Feb, 2012Oil prices to reverse as weaker demand trumps Iran US Economics > US Economics Weekly — 27 Feb, 2012Rise in oil price not big enough to pose a threat Commodities > Commodities Update — 24 Feb, 2012A tale of two exchanges China Economics > China Economics Update — 24 Feb, 2012How rapidly will China relax capital controls?Commodities > Commodities Update — 23 Feb, 2012How far would an IEA stock release lower oil prices?Global Economics > Global Economics Update — 22 Feb, 2012How big is the threat from rising oil prices?Commodities > Commodities Data Response — 22 Feb, 2012Improvements in PMIs mask underlying fragility This article appears in multiple services — 21 Feb, 2012New forecasts for the yen

Commodities > Commodities Update — 20 Feb, 2012Corn to trade at a premium to wheat Commodities > Commodities Update — 20 Feb, 2012Iran’s latest position bearish (sic) for oil prices Emerging Europe Economics > Emerging Europe Economics Update — 17 Feb, 2012Hungary concedes ground to the EC, but barriers still lie ahead Latin America Economics > Latin America Focus — 17 Feb, 2012How exposed are equity markets to investor risk aversion?Global Economics > Global Markets Update — 16 Feb, 2012Has the US equity risk premium reached a peak?Global Economics > Global Economics Update — 16 Feb, 2012Could a Greek default be another Lehman's moment?Commodities > Commodities Update — 16 Feb, 2012Aluminium prices to hold up better than copper Global Economics > Global Economics Update — 15 Feb, 2012How damaging will the Iranian oil embargo be?Middle East & North Africa Economics > Middle East Economic Updates — 15 Feb, 2012In spite of recent plans, IMF help is still needed in Egypt Commodities > Commodities Analyst — 14 Feb, 2012Prices to drop sharply on euro break-up fears

Commodities > Commodities Update — 10 Feb, 2012China’s commodity imports show renewed weakness UK Markets > UK Markets Chart Book — 09 Feb, 2012More QE greeted with muted market reaction Global Economics > Global Markets Update — 09 Feb, 2012Gilts unimpressed by £50bn more QE, but outlook still rosy Commodities > Commodities Update — 09 Feb, 2012Strength in Brent likely to be temporary US Economics > US Economics Focus — 08 Feb, 2012How would the US cope with a euro break-up?Middle East & North Africa Economics > Middle East Economic Updates — 07 Feb, 2012Middle East Markets Monitor (Feb.)Canada Economics > Canada Economics Update — 07 Feb, 2012Canadian dollar rally unlikely to persist Commodities > Commodities Update — 07 Feb, 2012Collapse in shipping costs may be significant after all Commodities > Commodities Update — 06 Feb, 2012Ample global supply to keep wheat prices soft Global Economics > Global Markets Update — 06 Feb, 2012Too soon to call the end of the bull market in Treasuries

Latin America Economics > Latin America Update — 06 Feb, 2012Fiscal reforms still key to preventing excessive FX appreciation Commodities > Commodities Update — 03 Feb, 2012Silver: a star performer but will this last?Global Economics > Global Markets Chart Book — 02 Feb, 2012Can the good times continue to roll?Commodities > Commodities Update — 02 Feb, 2012A cautionary note on copper Commodities > Commodities Chart Book — 01 Feb, 2012New Year rally built on shaky foundations Global Economics > Global Markets Focus — 01 Feb, 2012Increasing intangible investment – implications for equity prices This article appears in multiple services — 27 Jan, 2012Was the Fed statement really so positive for commodities?Global Economics > Global Markets Update — 26 Jan, 2012US Treasuries to benefit from more than just Fed policy Commodities > Commodities Update — 26 Jan, 2012Cotton rally set to unravel Latin America Economics > Latin America Update — 26 Jan, 2012Savings hold the key to dealing with falling commodity prices

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