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Global Markets > Emerging Markets Valuation Monitor — Time for EM equities to shine?Energy > Energy Update — Europe able to weather any disruption in Russian gas suppliesEmerging Markets Economics > Emerging Markets Inflation Monitor — Falling energy prices push many EMs into deflationEmerging Markets Economics > Emerging Markets Activity Monitor — EM slowdown continuesEmerging Europe Economics > Emerging Europe Data Response — Economic Sentiment Indicators (Feb.)Emerging Europe Economics > Emerging Europe Chart Book — Russian consumers feel the squeezeGlobal Markets > Emerging Markets Capital Flows Monitor — Investors shrug off risks from GreeceEmerging Europe Economics > Emerging Europe Economics Update — Turkey cuts rates but lira concerns limit room for further easingEmerging Europe Economics > Emerging Europe Markets Monitor — Markets brush off concerns over GreeceEmerging Markets Economics > Emerging Markets Economics Update — “Grexit” and what it might mean for EMs
Emerging Markets Economics > Emerging Markets Economics Chart Book — Regional inflation heading in opposite directionsEmerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment & Ind. Prod. (Jan.)Emerging Europe Economics > Emerging Europe Economics Update — What has been behind capital flight from Russia?Emerging Markets Economics > Emerging Markets Economics Update — Private debt in EMs: big risk or damp squib?Emerging Europe Economics > Emerging Europe Economic Outlook — Russia’s crisis to deepen but contagion to remain limitedGlobal Markets > Global Markets Update — Has investors’ appetite for EM government bonds waned?Emerging Europe Economics > Emerging Europe Data Response — Poland Consumer Prices (Jan.)Emerging Europe Economics > Emerging Europe Data Response — Central & Eastern Europe GDP (Q4)Global Economics > Global Economics Update — Don’t expect China, Russia or the US to save GreeceEmerging Europe Economics > Emerging Europe Economics Focus — Is Russia doomed?
Global Markets > Emerging Markets Markets Chart Book — What’s behind the EMBI Global spread?Emerging Markets Economics > Emerging Markets Trade Monitor — Split in EM export performance is wideningEmerging Europe Economics > Emerging Europe Economics Update — IMF package brings Ukraine back from the brinkEmerging Markets Economics > Emerging Markets Economics Update — Which EMs are most at risk from dollar strength?Emerging Europe Economics > Emerging Europe Economics Update — Czech Rep: Euro-zone clouds outlook, policy to be eased furtherEmerging Europe Economics > Emerging Europe Watch — What to make of the latest currency moves in Central EuropeEuropean Economics > European Economics Update — Turkey Ind. Prod. (Dec.) & Czech CPI (Jan.)Emerging Europe Economics > Emerging Europe Economics Update — Turkey caught in currency crosswindsEmerging Europe Economics > Emerging Europe Economics Update — Oil prices to determine interest rate moves in RussiaEmerging Europe Economics > Emerging Europe Data Response — Czech & Hungary Industrial Production (Dec.)
Emerging Europe Economics > Emerging Europe Data Response — Russia CPI (Jan.)Emerging Europe Economics > Emerging Europe Economics Update — Polish interest rate cut coming in MarchEmerging Markets Economics > Emerging Markets Economics Update — Risks skewed towards unexpected rate cuts – for now…Emerging Markets Economics > Emerging Markets Economics Update — EM manufacturing weakness concentrated in the BRICsEmerging Europe Economics > Emerging Europe Data Response — Turkey CPI (Jan.)Emerging Europe Economics > Emerging Europe Data Response — Russia GDP (2014)Emerging Markets Economics > Emerging Markets Activity Monitor — BRICs remain the EM weak spotEmerging Europe Economics > Emerging Europe Economics Update — Russia’s surprise rate cut a response to political pressuresEmerging Markets Economics > Emerging Markets Economics Update — How exposed are EMs to contagion from Greece?Emerging Europe Economics > Emerging Europe Chart Book — Ukrainian default looking inevitable
Agricultural Commodities > Agricultural Commodities Update — Ukraine’s move to curb wheat exports won’t stop prices fallingEmerging Europe Economics > Emerging Europe Data Response — Economic Sentiment Indicators (Jan.)Emerging Europe Economics > Emerging Europe Economics Update — How big a buffer do Russia’s FX reserves provide?Global Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?Emerging Europe Economics > Emerging Europe Data Response — Russia Activity Data (Dec.) & anti-crisis measuresEmerging Markets Economics > Emerging Markets Economics Focus — What do lower oil prices mean for the emerging world?Emerging Europe Economics > Emerging Europe Economics Update — Hungarian MPC hints that case for rate cuts is buildingEmerging Markets Economics > Emerging Markets Inflation Monitor — Divergence in EM inflation to widen further in 2015Emerging Europe Economics > Emerging Europe Data Response — Poland GDP (2014)Emerging Europe Economics > Emerging Europe Economics Update — Ruble crisis to force larger Russian bank recapitalisations
Emerging Europe Economics > Emerging Europe Markets Monitor — ECB QE provides modest bump to marketsEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q1 2015)Emerging Markets Economics > Emerging Markets Economics Update — ECB QE and what it means for emerging marketsEmerging Europe Economics > Emerging Europe Economics Update — Russian government starting to face up to fiscal realitiesEmerging Europe Economics > Emerging Europe Data Response — Polish Industrial Production (Dec.)Global Economics > Global Economic Outlook — Oiling the wheelsGlobal Markets > Emerging Markets Capital Flows Monitor — Investors’ enthusiasm for EM assets should returnEuropean Commercial Property > European Commercial Property Updates — What might Poland’s economic challenges mean for property?Emerging Europe Economics > Emerging Europe Economics Update — Turkish MPC cuts rates, but monetary conditions to stay tightEmerging Europe Economics > Emerging Europe Economics Update — The implications of ECB QE for Eastern Europe
Emerging Europe Economics > Emerging Europe Economics Update — The implications of ECB QE for Eastern EuropeEmerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeEmerging Europe Economics > Emerging Europe Data Response — Poland Consumer Prices (Dec.)Emerging Markets Economics > Emerging Markets Trade Monitor — Oil exporters feel the squeezeEmerging Markets Economics > Emerging Markets Economics Update — How and where we differ from the consensusEmerging Europe Economics > Emerging Europe Economics Update — Polish interest rate cuts on the horizonEmerging Europe Economics > Emerging Europe Economics Update — Drop in oil prices means deflation for most in 2015Global Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?Emerging Europe Economics > Emerging Europe Economics Update — Pressure building for divided Polish MPC to cut ratesEmerging Europe Economics > Emerging Europe Data Response — Turkey Current Account (Nov.)
Emerging Europe Economics > Emerging Europe Economics Update — Russia: market tensions ease, but recession looms largeEmerging Markets Economics > Emerging Markets Economic Outlook — The Good, the Bad and the Ugly: EMs in an era of low oil pricesEmerging Europe Economics > Emerging Europe Watch — CEE now better placed to weather a Greek exit from the euro-zoneEmerging Europe Economics > Emerging Europe Data Response — Czech Ind. Prod. (Nov.) & CPI (Dec.)Emerging Europe Economics > Emerging Europe Data Response — Economic Sentiment Indicators (Dec.)Emerging Europe Economics > Emerging Europe Data Response — Turkey & Hungary Republic Ind. Prod. (Nov.)Emerging Europe Economics > Emerging Europe Economics Update — Romanian MPC hints at rate cuts, but spooked by GreeceEmerging Markets Economics > Emerging Markets Economics Update — EM manufacturing activity still subduedEmerging Europe Economics > Emerging Europe Economics Update — Three political risks to watch out for in 2015Emerging Europe Economics > Emerging Europe Data Response — Turkey CPI & Manufacturing PMIs (Dec.)
Global Markets > Emerging Markets Valuation Monitor — Oil price collapse lowers Russian ruble’s fair valueGlobal Economics > Global Economics Update — A selection of key calls for 2015 and beyondGlobal Markets > Emerging Markets Capital Flows Monitor — Oil price slide prompts withdrawal from emerging marketsCommodities Overview > Commodities Update — Who is most exposed to the debts of oil majors?Emerging Europe Economics > Emerging Europe Chart Book — Russia spirals into crisisGlobal Economics > Global Policy Watch — What role for exchange rate ceilings?Emerging Markets Economics > Emerging Markets Inflation Monitor — Oil price falls won’t let high inflation EMs off the hookEmerging Europe Economics > Emerging Europe Economics Update — The Russia crisis: one chart to watchCommodities Overview > Commodities Update — Impact of Russian wheat restrictions should be limitedEmerging Markets Economics > Emerging Markets Economics Update — How will sustained low oil prices affect EM currencies?
Emerging Europe Economics > Emerging Europe Economics Update — Instant reaction to Putin’s press conferenceEmerging Europe Economics > Emerging Europe Economics Update — Lessons from 1998Global Markets > Global Markets Update — Is the Russian ruble “extremely undervalued”?Emerging Europe Economics > Emerging Europe Economics Update — Central Bank of Russia takes steps to limit fallout from ruble crisisEmerging Europe Economics > Emerging Europe Economics Update — Where to watch for signs of stress in Russia’s banksEmerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment & Ind. Prod. (Nov.)Global Economics > Global Economics Update — Winners and (even bigger) losers from lower oil pricesEuropean Economics > European Economics Update — Will the Russian crisis push the euro-zone into recession?Global Economics > Global Economics Update — The global impact of Russia’s crisis (revisited)Emerging Europe Economics > Emerging Europe Economics Update — What does the crisis in Russia mean for CEE?
Emerging Markets Economics > Emerging Markets Economics Chart Book — 2015 shaping up to be another lacklustre yearEmerging Europe Economics > Emerging Europe Economics Update — What next for Russia?Emerging Europe Economics > Emerging Europe Economics Update — Will the ruble’s collapse trigger capital controls in Russia?Emerging Europe Economics > Emerging Europe Data Response — Poland Consumer Prices (Nov.)Emerging Markets Economics > Emerging Markets Economics Focus — Ten key questions for EMs in 2015Emerging Europe Economics > Emerging Europe Markets Monitor — Ruble sell-off sparks fears of more radical policy actionGlobal Markets > Emerging Markets Markets Chart Book — Are EM corporate bonds really that vulnerable?Emerging Europe Economics > Emerging Europe Economics Update — CBR delivers another large rate hike – more to comeEmerging Europe Economics > Emerging Europe Data Response — Turkey Current Acc. (Oct.) & Hungary CPI (Nov.)Emerging Markets Economics > Emerging Markets Trade Monitor — Falling commodity prices douse the EM export recovery
Emerging Europe Economics > Emerging Europe Data Response — Turkey GDP (Q3)Emerging Markets Economics > Emerging Markets Economics Update — Differentiation key to navigating EM sell offEmerging Europe Economics > Emerging Europe Watch — How likely is a Ukrainian default?Emerging Markets Economics > Emerging Markets Financial Risk Monitor — External debt unlikely to spur widespread stressEmerging Europe Economics > Emerging Europe Data Response — Turkey & Czech Republic Ind. Prod. (Oct.)Emerging Markets Economics > Emerging Markets Economics Update — Will Fed hikes trigger another leg down for EM currencies?Emerging Europe Economics > Emerging Europe Data Response — Russia Consumer Price Inflation (November)Emerging Europe Economics > Emerging Europe Economics Update — How the fall in oil prices will benefit TurkeyEmerging Markets Economics > Emerging Markets Economics Focus — The end of an era for globalisation and what it means for EM tradeEmerging Markets Economics > Emerging Markets Economics Update — Smaller EM manufacturers leading the way
Global Markets > Emerging Markets Valuation Monitor — Turkish lira to remain overvalued despite fall in oil pricesEmerging Europe Economics > Emerging Europe Economics Update — Russia’s 2015 budget assumptions already look out of dateEmerging Europe Economics > Emerging Europe Economics Update — Polish MPC swayed by improving growth outlookEmerging Europe Economics > Emerging Europe Data Response — Turkey CPI (November)Emerging Europe Economics > Emerging Europe Economics Update — What to make of the ruble’s latest tumbleEmerging Europe Economics > Emerging Europe Data Response — Manufacturing PMIs (Nov.)Global Markets > Emerging Markets Capital Flows Monitor — Are investors set to flee emerging market assets?European Commercial Property > European Commercial Property Updates — New retail supply will dampen rental growth in the Polish regionsEmerging Markets Economics > Emerging Markets Activity Monitor — Signs of improvement in smaller EMsEmerging Europe Economics > Emerging Europe Data Response — Economic Sentiment Indicators (Nov.)
Emerging Markets Economics > Emerging Markets Inflation Monitor — Deflation concerns spread across the emerging worldEmerging Markets Economics > Emerging Markets Economics Update — Where could the next EM rate surprise come?Emerging Europe Economics > Emerging Europe Markets Monitor — Ruble sell-off eases, while Ukraine’s bonds slumpEmerging Europe Economics > Emerging Europe Economics Update — Monetary policy in Hungary to stay looseEmerging Markets Economics > Emerging Markets Economics Update — EM policymakers unlikely to follow China’s leadEmerging Europe Economics > Emerging Europe Chart Book — Russia’s central bank takes some heat out of the ruble crisisEmerging Markets Economics > Emerging Markets Economics Update — EM monetary policy takes divergent pathsEmerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment & Ind. Prod. (Oct.)Emerging Europe Economics > Emerging Europe Economics Focus — Russia: slowdown in consumer spending is here to stayEmerging Markets Economics > Emerging Markets Economics Update — How will QE in Japan and the euro-zone affect EMs?
Emerging Markets Economics > Emerging Markets Economics Chart Book — Lower commodity prices bring mixed news for EMsEmerging Europe Economics > Emerging Europe Data Response — Polish Industrial Production (Oct.)Emerging Europe Economics > Emerging Europe Economics Update — Turkish MPC reiterates concerns about inflationEmerging Europe Economics > Emerging Europe Economics Update — How implausible is a Russian government debt default?European Commercial Property > Non-euro European Commercial Property Chart Book — Russia pulls down Emerging European property indicatorsEmerging Europe Economics > Emerging Europe Data Response — Central & Eastern Europe GDP (Q3)Global Markets > Emerging Markets Markets Chart Book — Brighter times should lie ahead for EM equitiesCommodities Overview > Commodities Update — How could the second China – Russia gas deal impact prices?Emerging Europe Economics > Emerging Europe Data Response — Russia GDP (Q3), Pol. CPI (Oct.) & Turkey Current Acc. (Sep.)Emerging Markets Economics > Emerging Markets Economics Update — Credit bubbles deflate – but at the cost of weaker growth