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Commodities Overview > Commodities Weekly Wrap — Fears about global growth weigh on industrialsAgricultural Commodities > Agricultural Commodities Update — Rising demand and tighter supply to lift arabica pricesGlobal Economics > Global Economics Chart Book — Greek crisis a sideshow for world economyEnergy > Energy Update — Europe well positioned to weather Ukraine gas disruptionsIndustrial Metals > Industrial Metals Chart Book — Concerns about global growth weigh on pricesGlobal Markets > Emerging Markets Valuation Monitor — Valuations suggest another currency slump is unlikelyPrecious Metals > Precious Metals Update — What does China’s rebalancing mean for gold?Global Markets > Global Markets Update — Sterling devaluations & UK equities – implications for GreeceGlobal Economics > Global Monetary Indicators Monitor — Monetary aggregates expanding steadilyEnergy > Energy Watch — Has demand for coal burned out?
Agricultural Commodities > Agricultural Commodities Update — Soybean prices now more likely to fall than riseGlobal Economics > Global Economics Update — June business surveys point to steady Q2 growthGlobal Markets > Global Markets Update — How much of a boost would a Grexit provide to US Treasuries?Global Economics > Global Economics Update — Private consumption after a currency crisisGlobal Economics > Global Economics Update — The global fallout of “Grexit” (revisited)Global Markets > Global Markets Update — Will markets remain this calm if and when Grexit occurs?Commodities Overview > Commodities Weekly Wrap — Adverse weather boosts agriculturalsGlobal Markets > Global Markets Update — Outperformance of EM local currency bonds set to continueGlobal Economics > Global Central Bank Watch — Are negative policy rates here to stay?Agricultural Commodities > Agricultural Commodities Update — Slightly sweeter times ahead for the price of sugar
Agricultural Commodities > Agricultural Commodities Update — How will China’s rebalancing affect consumption patterns?Global Economics > Global Trade Monitor — Weak EM exports continue to drag on world trade volumesGlobal Markets > Global Markets Update — On the relative valuation of US equities and bondsGlobal Economics > Global Economics Update — Unemployment outlook points to faster rate hikes in US than UKGlobal Economics > Global Economics Update — Global growth to recover, but remain unevenEnergy > Energy Update — What does China’s rebalancing mean for energy markets?Agricultural Commodities > Agricultural Commodities Update — A closer look at China’s import dataIndustrial Metals > Industrial Metals Data Response — Global Aluminium Production (May)Industrial Metals > Industrial Metals Data Response — Global Steel Production (May)Global Markets > Global Markets Update — What explains the recovery in the euro?
Commodities Overview > Commodities Weekly Wrap — Industrial metals continue to struggleCommodities Overview > Commodities Update — What would “Grexit” mean for commodities?Global Markets > Developed Markets Valuation Monitor — Treasuries vulnerable to a reassessment of Fed policyAgricultural Commodities > Agricultural Commodities Chart Book — Weather conditions take charge of crop pricesGlobal Markets > Global Markets Update — New forecasts for US TreasuriesGlobal Economics > Global Economics Update — Reviewing the lessons from past devaluationsGlobal Economics > Global Economics Update — Global financial conditions loose despite prospect of Fed hikesGlobal Markets > Global Markets Update — Fed tightening unlikely to trigger a re-run of 1994 EM crashEnergy > Energy Data Response — US Weekly Petroleum Status ReportCommodities Overview > Commodities Markets Chart Book — Commodity markets come off the boil again
Precious Metals > Precious Metals Update — What does China’s rebalancing mean for PGMs?Industrial Metals > Industrial Metals Update — Support for iron ore prices to waneAgricultural Commodities > Agricultural Commodities Update — Deterioration in Thai stocks to boost rice pricesPrecious Metals > Precious Metals Markets Monitor — Investors turn even more negative on PMsGlobal Markets > Global Markets Update — Further big falls in EM currencies unlikely, but expect volatilityCommodities Overview > Commodities Focus — An introduction to Rare Earth ElementsGlobal Markets > Global Markets Update — A macroeconomic approach to US stock market valuationCommodities Overview > Commodities Weekly Wrap — Positive case for gold remains intactGlobal Economics > Global Inflation Watch — Oil price effect to unwind, but deflation risks persistIndustrial Metals > Industrial Metals Update — The impact of China’s “new normal” on metals demand
Global Markets > Global Markets Update — A selection of our key calls (advanced economies)Agricultural Commodities > Agricultural Commodities Update — Weather risks to take centre stage for crop pricesEnergy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > OPEC Watch — OPEC production boosted by surging Iraqi outputAgricultural Commodities > Agricultural Commodities Data Response — Malaysia Monthly Palm Oil Data (May)Industrial Metals > Industrial Metals Stock Monitor — Lower stocks to help pave way for higher pricesAgricultural Commodities > Agricultural Commodities Update — Cocoa prices to ease as Ghana’s production reboundsEnergy > Energy Chart Book — Oversupply and weak demand drag energy prices downGlobal Markets > Global Markets Update — Would it be a big deal if A-shares were included in the MSCI?Commodities Overview > Commodities Update — China’s import volumes slip in May
Commodities Overview > Commodities Weekly Wrap — Ample supply to cap oil pricesPrecious Metals > Precious Metals Update — Can gold buck the trends of rising yields and dollar strength?Energy > Energy Update — OPEC ensures oil supplies to remain ampleAgricultural Commodities > Agricultural Commodities Markets Monitor — Investors become more bearish on agriculturalsGlobal Markets > Developed Markets Chart Book — Surge in German Bund yields unlikely to lastGlobal Economics > Global Economics Update — What would constitute a Greek default?Precious Metals > Precious Metals Update — Strong US auto sales to boost PGMs demandGlobal Economics > Global Economics Chart Book — Rise in oil prices has eased risk of deflationGlobal Markets > Global Markets Update — Is this really the start of a bear market in Bunds?Industrial Metals > Industrial Metals Update — Why we are positive on copper prices
Industrial Metals > Industrial Metals Chart Book — US dollar strength undermines the price rallyPrecious Metals > Precious Metals Chart Book — Silver continues to outshine other precious metalsGlobal Economics > Global Economics Update — World to benefit from long period of “just right” oil pricesGlobal Economics > Global Monetary Indicators Monitor — Monetary conditions loose despite rise in yieldsGlobal Markets > Global Markets Focus — Will lower profit margins derail the US stock market?Commodities Overview > Commodities Economics Chart Book — Strong dollar and ample supply weigh on pricesGlobal Economics > Global Economics Update — Manufacturing surveys show steady growth in MayGlobal Economics > Global Economics Focus — What happened to the oil windfall?Global Economics > Global Central Bank Watch — More QE and policy divergence on the cardsAgricultural Commodities > Agricultural Commodities Update — Anaemic Chinese import growth weighs on prices
Precious Metals > Precious Metals Update — End of bull market in Chinese equities would help goldIndustrial Metals > Industrial Metals & Mining Watch — Are low tin prices justified?Precious Metals > Precious Metals Data Response — China’s gold imports (Apr.)Global Markets > Emerging Markets Valuation Monitor — Which EM currencies are misaligned?Energy > Energy Update — Environmental concerns to drag down coal but boost gas pricesPrecious Metals > Precious Metals Watch — Silver price to rally as market falls into deficitEnergy > Energy Watch — OPEC likely to hold fast next weekGlobal Markets > Global Markets Update — Renewed dollar strength has further to goGlobal Markets > Emerging Markets Capital Flows Monitor — What next for the MSCI EM Asia Index?Industrial Metals > Industrial Metals Update — The devil is in the detail of Chinese trade
Global Economics > Global Economics Focus — China and the SDR: a storm in a basketGlobal Economics > Global Trade Monitor — Slowdown in world trade growth not as bad as it looksGlobal Markets > Global Markets Update — Yen to fall to 140 against the US dollarGlobal Markets > Developed Markets Valuation Monitor — Will the yen remain undervalued?Global Economics > Global Economics Update — Global growth still set to pick up in Q2Precious Metals > Precious Metals Update — Platinum and palladium markets to remain tightIndustrial Metals > Industrial Metals Update — Production cuts to spur aluminium price gainsGlobal Markets > Global Markets Update — Which currencies are fundamentally misaligned?Precious Metals > Precious Metals Markets Monitor — Investors still cautious, for nowEnergy > Energy Update — US natural gas prices to continue to rally
Agricultural Commodities > Agricultural Commodities Chart Book — Supply concerns overshadow dollar weaknessCommodities Overview > Commodities Markets Chart Book — Commodity markets stage a comebackGlobal Economics > Global Economics Focus — Is globalisation dead?Energy > Energy Focus — How much should the drop in oil prices boost demand?Commodities Overview > Commodities Weekly Wrap — Dovish US data support commodity pricesIndustrial Metals > Industrial Metals Update — The future looks bright for cobaltAgricultural Commodities > Agricultural Commodities Update — Is there any hope for the price of US lumber?Global Markets > Global Markets Update — Is a rise in Treasury yields a threat to the US stock market?Precious Metals > Precious Metals Data Response — Q1 World Gold Council Demand TrendsThis article appears in multiple services — Which commodities could be most affected by El Niño?
Global Economics > Global Economics Update — Rebound in bond yields unlikely to undermine global growthIndustrial Metals > Industrial Metals Stock Monitor — Falling stocks point to stronger demandEnergy > OPEC Watch — OPEC oil output continues to riseGlobal Economics > Global Economics Update — Why aren’t consumers spending more?Agricultural Commodities > Agricultural Commodities Update — Return of Russian wheat to put more pressure on pricesPrecious Metals > Precious Metals Chart Book — Prices holding up wellCommodities Overview > Commodities Weekly Wrap — Oil prices run ahead of themselvesGlobal Markets > Global Markets Update — What next for US and euro-zone government bonds?Global Markets > Global Markets Update — UK election eases political uncertainty, but sterling risks remainGlobal Markets > Capital Markets Analyst — Will tighter Fed policy rattle the markets?
Energy > Energy Update — Oil prices will struggle to rally furtherGlobal Economics > Global Economics Update — Is the rebound in oil prices a threat to the global recovery?Global Economics > Global Economics Chart Book — Consumers yet to spend their oil windfall...Agricultural Commodities > Agricultural Commodities Data Response — FAO Food Outlook (May 2015)Energy > Energy Data Response — US Weekly Petroleum Status ReportPrecious Metals > Precious Metals Update — How strong is the $1,200 floor for gold?Global Economics > Global Fiscal Watch — Structural budget balances don’t tell the whole storyAgricultural Commodities > Agricultural Commodities Markets Monitor — Investor sentiment diverging, but for how long?Global Markets > Global Markets Update — Four reasons to worry about the UK electionIndustrial Metals > Industrial Metals & Mining Watch — The “new normal” for Chinese steel
Global Economics > Global Economics Update — Fears of an extended global slowdown look exaggeratedGlobal Markets > Global Markets Update — Renewed yen weakness and Nikkei strength lie aheadGlobal Economics > Global Monetary Indicators Monitor — Monetary conditions still ultra-looseEnergy > Energy Update — Non-OPEC & non-US oil production holding up, for nowEnergy > Energy Data Response — US Weekly Petroleum Status ReportAgricultural Commodities > Agricultural Commodities Update — El Niño set to arrive, but with limited impactGlobal Markets > Emerging Markets Valuation Monitor — How stretched is the valuation of China’s stock market?Commodities Overview > Commodities Analyst — Turning the cornerGlobal Markets > Emerging Markets Capital Flows Monitor — What’s been driving up the MSCI EM Asia Index?Energy > Energy Update — US rig count continues to drop
Industrial Metals > Industrial Metals Update — Rally in iron ore prices to prove temporaryGlobal Economics > Global Central Bank Watch — Has the threat of deflation passed already?Agricultural Commodities > Agricultural Commodities Update — High stocks will overshadow lower cotton productionAgricultural Commodities > Agricultural Commodities Data Response — Asia Cocoa Grindings (Q1 2015)Global Economics > Global Trade Monitor — Slowdown in world trade growth is structuralGlobal Economics > Global Economics Update — Disappointing start to Q2, but no disasterEnergy > Energy Watch — Return of Iranian oil unlikely to budge Saudi ArabiaAgricultural Commodities > Agricultural Commodities Chart Book — Weather conditions start to take centre stagePrecious Metals > Precious Metals Update — Light at the end of the tunnel for platinum pricesGlobal Markets > Global Markets Update — Will the rally in emerging market equities continue?