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Global Markets > Emerging Markets Valuation Monitor — Time for EM equities to shine?Industrial Metals > Industrial Metals Update — Bauxite shortfall to support alumina pricesGlobal Economics > Global Monetary Indicators Monitor — Global easing cycle not over yetGlobal Economics > Global Central Bank Watch — How negative can interest rates go?Energy > Energy Update — Is OPEC likely to call an extraordinary meeting?Energy > Energy Watch — Will US energy exports be a game-changer for global markets?Global Markets > Emerging Markets Capital Flows Monitor — Investors shrug off risks from GreeceGlobal Economics > Global Trade Monitor — Exports from euro-zone and Japan a bit strongerCommodities Overview > Commodities Weekly Wrap — “Grexit” could boost gold now, other commodities laterIndustrial Metals > Industrial Metals Update — Surely aluminium premiums have to fall soon?
Global Economics > Global Economics Update — Risk of “Grexit” casts a shadow over global growth prospectsGlobal Markets > Global Markets Update — Will sterling’s renewed strength be maintained?Industrial Metals > Industrial Metals Data Response — Global Steel Production (Jan.)Commodities Overview > Commodities Focus — Whatever happened to the super-cycle?Agricultural Commodities > Agricultural Commodities Chart Book — Supply prospects boost cotton but weigh on arabicaGlobal Markets > Developed Markets Valuation Monitor — Sterling’s strength unlikely to lastEnergy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Economics > Global Economics Update — What would be the global fallout if Greece left the euro?Global Markets > Global Markets Update — Growing risk of Greek exit under-priced in global marketsPrecious Metals > Precious Metals Update — How sensitive are gold prices to the Chinese New Year?
Global Economics > Global Economics Update — How are lower oil prices affecting inflation?Global Markets > Global Markets Focus — Is the bull market in US Treasuries over?Energy > Energy Update — US natural gas to burn brighter this yearPrecious Metals > Precious Metals Update — Why is gold sliding again?Industrial Metals > Industrial Metals Update — Dwindling surpluses to boost nickel pricesCommodities Overview > Commodities Update — What to make of record-low dry freight costsGlobal Economics > Global Economics Update — Are consumers spending their oil windfall?Agricultural Commodities > Agricultural Commodities Update — Strong dollar likely to dent US soybean exportsGlobal Markets > Global Markets Update — Has investors’ appetite for EM government bonds waned?Precious Metals > Precious Metals Watch — Gold and silver to shine despite likely US rate hikes
Energy > Energy Update — Oil prices likely to continue to rise, but slowlyPrecious Metals > Precious Metals Update — Strong demand to lift palladium pricesGlobal Markets > Global Markets Update — Have Basel III regulations fuelled the rally in US Treasuries?Global Economics > Global Economics Update — Don’t expect China, Russia or the US to save GreeceThis article appears in multiple services — What next for global metals demand?Industrial Metals > Industrial Metals Update — Chinese steel prices to remain in the doldrumsGlobal Economics > Global Economics Focus — Is deleveraging over?Industrial Metals > Industrial Metals Stock Monitor — Stocks failing to signal demand trendsGlobal Economics > Global Economics Update — G20 powerless to contain Greece riskAgricultural Commodities > Agricultural Commodities Update — Lift in wheat price is not the start of an upward trend
Commodities Overview > Commodities Update — China’s commodity imports slip from December recordCommodities Overview > Commodities Weekly Wrap — A sustained rally in oil prices?Precious Metals > Precious Metals Update — How big a threat is Fed tightening to gold prices?Agricultural Commodities > Agricultural Commodities Markets Monitor — Positive sentiment towards agriculturals fadesGlobal Economics > Global Economics Update — Which governments gain the most from lower bond yields?Global Markets > Global Markets Update — Has “safe-haven” demand driven US Treasury yields down?Global Economics > Global Economics Chart Book — Global growth rate set to recoverGlobal Markets > Global Markets Update — Is there more upside for equities in Japan than in the euro-zone?Precious Metals > Precious Metals Update — Is deflation good or bad for gold?Energy > Energy Update — European gas prices set to plummet
Agricultural Commodities > Agricultural Commodities Update — Risks to the price of sugar remain to the downsideGlobal Economics > Global Economics Update — Partial recovery in oil prices ideal for world economyGlobal Markets > Developed Markets Chart Book — Equity rally to shift from euro-zone to JapanGlobal Economics > Global Economics Update — Business surveys still painting a mixed pictureCommodities Overview > Commodities Economics Chart Book — Precious metals prove their worthGlobal Economics > Global Economics Update — Are low freight costs signalling a wider slowdown?Precious Metals > Precious Metals Update — Gold to benefit from revival of Grexit concernsIndustrial Metals > Industrial Metals Update — Mine closures will lift zinc prices in 2015-16Commodities Overview > Commodities Weekly Wrap — Copper caught up in January sell-offCommodities Overview > Commodities Update — Bargain hunting to boost China’s commodity imports in 2015
Global Markets > Capital Markets Analyst — Are very low bond yields here to stay?Global Economics > Global Fiscal Watch — How hard will lower prices hit oil producers’ budgets?Global Markets > Global Markets Update — What’s really happening to US inflation expectations?Industrial Metals > Industrial Metals Update — What next for the dysfunctional aluminium market?Agricultural Commodities > Agricultural Commodities Update — Ukraine’s move to curb wheat exports won’t stop prices fallingGlobal Economics > Global Economics Update — More to cheer than fear from “currency wars”Global Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?Precious Metals > Precious Metals Update — Platinum prices to rise on buoyant jewellery demandGlobal Economics > Global Monetary Indicators Monitor — Rate cuts and ECB QE to keep conditions looseGlobal Economics > Global Economics Update — Are falling inflation expectations a worrying omen?
Global Markets > Global Markets Update — Are markets too sanguine about contagion from Greece?Energy > Energy Update — Rise in US oil stocks supports spot pricesGlobal Markets > Global Markets Update — Will the ECB’s QE keep the euro under pressure?Industrial Metals > Industrial Metals & Mining Watch — Supply to continue to weigh on iron ore pricesCommodities Overview > Commodities Weekly Wrap — Oil prices finding a floor as precious metals reboundAgricultural Commodities > Agricultural Commodities Chart Book — Weak demand adds to pressure from ample supplyGlobal Economics > Global Trade Monitor — Plunge in oil prices to transform global trade balancesGlobal Economics > Global Economics Update — Global economy starts the year on a stronger footingPrecious Metals > Precious Metals Update — Silver to out-perform gold as both climb furtherAgricultural Commodities > Agricultural Commodities Update — Weak demand to push the price of cocoa lower
Global Economics > Global Economics Update — Which central banks will resist the policy-loosening trend?Industrial Metals > Industrial Metals Update — Mine closures to boost lead pricesCommodities Overview > Commodities Update — What does QE in the euro-zone mean for commodities?Energy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Global Markets Update — Has foreign demand contributed to the rally in US Treasuries?Global Economics > Global Economic Outlook — Oiling the wheelsEnergy > Energy Update — Fall in US oil rigs should lead to a fall in output, just not yetPrecious Metals > Precious Metals Update — Gold price on track for $1,400Industrial Metals > Industrial Metals Update — US steel prices should rebound in 2015Global Economics > Global Economics Update — IMF’s latest forecasts are still too optimistic
Global Markets > Global Markets Update — Has the Fed driven down the term premium on US Treasuries?Global Markets > Developed Markets Valuation Monitor — Swiss franc most overvalued DM currency after surge?Global Markets > Global Markets Update — Some market implications of the SNB's change in policyGlobal Economics > Global Central Bank Watch — How will deflation affect the outlook for monetary policy?Global Markets > Global Markets Update — Would euro-zone equities benefit from QE?Global Economics > Global Economics Update — Should we now worry about the fall in copper prices too?Commodities Overview > Commodities Update — Will gold’s strong start to 2015 be sustained?Global Markets > Global Markets Update — What next for US government bonds?Commodities Overview > Commodities Update — Rising stocks to undermine soybean and grain pricesGlobal Economics > Global Economics Update — How might debt restructuring by Greece affect the IMF?
Global Markets > Developed Markets Chart Book — Low oil price drives up US high-yield corporate spreadsGlobal Economics > Global Economics Chart Book — Cheap oil to slash inflation and bolster growthThis article appears in multiple services — A bleak future for South Africa’s metals mining sectorGlobal Economics > Global Economics Update — Why worry about deflation?Global Markets > Global Markets Update — Will capital flows put further pressure on the euro?Global Economics > Global Economics Update — World growth starts 2015 at slightly slower paceCommodities Overview > Commodities Update — What to make of the latest slump in oil pricesCommodities Overview > Commodities Economics Chart Book — December brings little cheer for producersGlobal Economics > Global Economics Update — Fall in oil prices will radically alter global imbalancesCommodities Overview > Commodities Update — Fall in US natural gas prices likely to be temporary
Global Economics > Global Economics Update — A selection of key calls for 2015 and beyondGlobal Economics > Global Monetary Indicators Monitor — Policy to diverge further in 2015Global 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?Global Economics > Global Trade Monitor — Renewed weakness in tradeEnergy > Energy Watch — How much will lower oil prices drag on other fuel costs?Global Markets > Global Markets Focus — How will the outlook for monetary policy affect the markets?Commodities Overview > Commodities Update — Time to turn positive on base metalsGlobal Markets > Developed Markets Valuation Monitor — Is the Norwegian krone now undervalued?Global Economics > Global Economics Update — PMIs show global economy ending 2014 on a weaker note
Commodities Overview > Commodities Update — What should lower oil prices mean for other commodities?Global Economics > Global Economics Update — Winners and (even bigger) losers from lower oil pricesGlobal Economics > Global Economics Update — The global impact of Russia’s crisis (revisited)Commodities Overview > Commodities Data Response — PMIs signal demand still weakUS Economics > US Economics Update — PMIs show global economy ending 2014 on a weaker noteGlobal Markets > Global Markets Update — Will frontier market equities continue to underperform?Global Economics > Global Economics Update — What if oil prices fall to $40?Global Markets > Global Markets Update — How would prolonged deflation affect euro-zone equities?Commodities Overview > Commodities Update — How low must oil prices fall to choke off shale supply?Commodities Overview > Commodities Update — Expectations for world grain & soybean output rise again
Global Economics > Global Inflation Watch — Inflation to plunge...temporarilyCommodities Overview > Commodities Update — Coal market set for short-term recoveryGlobal Markets > Global Markets Update — Is the lower oil price a threat to US Treasuries?Global Markets > Developed Markets Chart Book — US Treasury yields set to rise as Fed tightensCommodities Overview > Commodities Update — Sales of Thai rice stocks to push prices lowerGlobal Economics > Global Economics Update — Lower oil prices to benefit US consumers the mostGlobal Economics > Global Economics Chart Book — Slump in oil price to support global growth in 2015Commodities Overview > Commodities Update — Copper demand should benefit from lower oil pricesGlobal Markets > Global Markets Update — Will Venezuela’s oil problems spill over?Global Economics > Global Economics Update — More winners than losers from further slump in oil prices
Global Economics > Global Economics Update — More evidence that global growth slowed in NovemberGlobal Economics > Global Central Bank Watch — ECB, BoJ and People’s Bank to loosen policy furtherGlobal Economics > Global Monetary Indicators Monitor — ECB to join Bank of Japan in full-blown QEGlobal Markets > Global Markets Update — What if the Swiss vote to “save our gold”?Global Markets > Emerging Markets Capital Flows Monitor — Are investors set to flee emerging market assets?Commodities Overview > Commodities Update — Policy will trump energy costs in the aluminium sectorGlobal Economics > Global Economics Update — How widespread is the threat of deflation?Commodities Overview > Commodities Update — Market response to OPEC inaction shows cheaper oil here to stayCommodities Overview > Commodities Update — Lower oil prices will hit growth of fledgling LNG industryGlobal Economics > Global Trade Monitor — World trade rebounds, but outlook still poor