Cookies on the
Capital Economics
Website
We use cookies to ensure that we give you the best experience on our website. Click continue to confirm that you are happy to continue to receive cookies on the Capital Economics website. Alternatively, if you would like to, you can change your cookie settings.

Capital Economics

The leading macroeconomic research consultancy

Global

Articles
Search by topic:
Global Economics > Global Economics Update — Should the G20 be so worried about global growth?Energy > Energy Data Response — US Weekly Petroleum Status ReportPrecious Metals > Precious Metals Update — China’s imports of gold recover as local equities lose their appealCommodities Overview > Commodities Economics Chart Book — Market panic on China uncertainty surely overdoneGlobal Markets > Global Markets Update — Will corporate debt be the source of the next EM crisis?Agricultural Commodities > Agricultural Commodities Markets Monitor — Sentiment sinks furtherGlobal Economics > Global Economics Update — Global Manufacturing PMI (Aug.)Global Economics > Global Economics Update — Are central banks really running out of ammunition?Global Economics > Global Monetary Indicators Monitor — Advanced economy credit growth hits a six-year highPrecious Metals > Precious Metals Update — Gold and silver to end the year on the up
Commodities Overview > Commodities Weekly Wrap — Focus may soon return to the FedGlobal Economics > Global Central Bank Watch — What does the market turmoil mean for monetary policy?Global Markets > Global Markets Update — Is the value of everything really too high?Commodities Overview > Commodities Update — Industrial commodities set for strong recovery into year-endGlobal Markets > Global Markets Update — Will stock market upheaval deter the Fed from tightening?Industrial Metals > Industrial Metals Update — What do the new Indonesian regulations mean for tin prices?Energy > Energy Data Response — US Weekly Petroleum Status ReportCommodities Overview > Commodities Focus — Making sense of the commodity slumpIndustrial Metals > Industrial Metals Stock Monitor — Falling stocks may boost some metals’ pricesGlobal Economics > Global Trade Monitor — Trade rebound suggests world economy is down but not out
Energy > Energy Update — OPEC to resist calls to cut outputGlobal Markets > Global Markets Update — Economic outlook doesn’t point to a bear market in US equitiesPrecious Metals > Precious Metals Data Response — South Africa’s Mine Production (Jun.)Global Markets > Global Markets Update — Sticking with (most of) our forecasts for developed marketsGlobal Markets > Global Markets Update — Six glimmers of lightGlobal Markets > Global Markets Update — Why this is not a re-run of previous EM crisesCommodities Overview > Commodities Weekly Wrap — China panic spreadsGlobal Economics > Global Economics Update — Flash PMIs (Aug.)Precious Metals > Precious Metals Watch — A brighter future for gold pricesGlobal Economics > Global Economics Update — China and the SDR: fuss about nothing
Global Markets > Global Markets Update — What next for the Norwegian krone?Global Economics > Global Economics Update — Is the slump in commodity prices a good recession signal?Industrial Metals > Industrial Metals Data Response — Global Aluminium Production (July)Global Markets > Global Markets Update — Still room for revision of rate expectations in EM bond marketGlobal Markets > Global Markets Update — How at risk are equities in Japan to events in emerging Asia?Global Economics > Global Economics Update — Risk of deflation still confined to euro-zone and JapanPrecious Metals > Precious Metals Update — Gold price to be supported by central banks’ buyingGlobal Markets > Global Markets Update — Why this is not the Asian Financial Crisis MK2Commodities Overview > Commodities Markets Chart Book — No respite for commodities yetGlobal Markets > Global Markets Update — Rising unit labour costs a danger to the US stock market
Industrial Metals > Industrial Metals Update — Will the fall in aluminium prices lead to output cuts?Global Markets > Developed Markets Valuation Monitor — Where is the value in US Treasuries?Global Economics > Global Economics Update — Further thoughts on the impact of China’s exchange rate shiftPrecious Metals > Precious Metals Update — Q2 World Gold Council Demand TrendsAgricultural Commodities > Agricultural Commodities Update — Boost to US harvests puts prices under more pressureGlobal Markets > Global Markets Update — Taking stock of EM market performance in previous RMB fallsIndustrial Metals > Industrial Metals Chart Book — Investor sentiment plumbs new lowsEnergy > Energy Data Response — US Weekly Petroleum Status ReportCommodities Overview > Commodities Update — What China’s ‘‘devaluation’’ means for commodity pricesGlobal Markets > Global Markets Update — EM markets to rebound once fears about China ease
Global Markets > Global Markets Update — How vulnerable are US Treasuries to banks’ waning demand?Global Markets > Developed Markets Chart Book — How has the lower oil price affected US credit spreads?Energy > OPEC Watch — OPEC keeps the pumps on full blastAgricultural Commodities > Agricultural Commodities Update — Further fall in Brazilian real could add to sugar’s woesEnergy > Energy Update — Additional cuts in investment to help oil prices rise next yearGlobal Markets > Global Markets Update — Renminbi “devaluation” may not be such a big dealPrecious Metals > Precious Metals Data Response — US silver imports and exports (May)Global Economics > Global Economics Update — Does the weakness in world trade signal a broader downturn?Precious Metals > Precious Metals Markets Monitor — Investor sentiment shows tentative signs of improvementGlobal Economics > Global Economics Update — Renewed slide in oil prices not (yet) a game-changer
Agricultural Commodities > Agricultural Commodities Data Response — Malaysia Monthly Palm Oil Data (Jul.)Commodities Overview > Commodities Update — China’s commodity import volumes hold up wellAgricultural Commodities > Agricultural Commodities Update — Corn prices to fall, despite lower EU harvestEnergy > Energy Chart Book — Oil slides back downPrecious Metals > Precious Metals Update — Currency depreciation won’t help producers much longerAgricultural Commodities > Agricultural Commodities Update — Weak demand to push soybean prices lowerGlobal Economics > Global Economics Chart Book — Global growth set to recover furtherPrecious Metals > Precious Metals Data Response — World Gold Official Reserves (Jun.)Energy > Energy Data Response — US Weekly Petroleum Status ReportAgricultural Commodities > Agricultural Commodities Markets Monitor — Investor sentiment wanes
Global Markets > Global Markets Update — Copper prices could eventually boost equities in Chile and PeruGlobal Markets > Emerging Markets Markets Chart Book — Another bad month for EM currenciesPrecious Metals > Precious Metals Chart Book — Negative sentiment weighs on precious metal pricesEnergy > Energy Update — Obama and the EPA escalate the “war on coal”Commodities Overview > Commodities Economics Chart Book — Commodities under siegeGlobal Economics > Global Economics Update — Global Manufacturing PMI (Jul.)Commodities Overview > Commodities Weekly Wrap — Relative calm after the stormAgricultural Commodities > Agricultural Commodities Watch — Plenty of upside for the price of lumberIndustrial Metals > Industrial Metals Update — Industrial metals weakness to hasten silver supply declineGlobal Economics > Global Monetary Indicators Monitor — Conditions to stay loose despite looming Fed hikes
Energy > Energy Update — El Niño won’t be enough to reduce demand for gasAgricultural Commodities > Agricultural Commodities Update — Weak demand will push palm oil prices lowerGlobal Markets > Global Markets Update — Ratings downgrade wouldn’t cause Brazilian bond yields to spikeAgricultural Commodities > Agricultural Commodities Update — High inventories & strong US dollar to wilt wheat pricesGlobal Markets > Global Markets Update — Fed won’t spark EM sell-off today, but data may add to volatilityGlobal Markets > Emerging Markets Valuation Monitor — Another rout of EM markets not justified by valuationsEnergy > Energy Update — China and US, not Iran, most important for oil pricesGlobal Markets > Global Markets Update — US Treasuries remain vulnerable to tighter Fed policyPrecious Metals > Precious Metals Data Response — China's gold imports (Jun.)Global Economics > Global Central Bank Watch — Monetary policy to diverge sharply by the end of 2016
Energy > Energy Update — US shale firms squeeze every last dropPrecious Metals > Precious Metals Watch — Will central banks continue to buy gold?Global Economics > Global Economics Update — Flash PMIs (Jul.)Agricultural Commodities > Agricultural Commodities Chart Book — Short-term supply concerns boost pricesAgricultural Commodities > Agricultural Commodities Data Response — Asia Cocoa Grindings (Q2)Commodities Overview > Commodities Data Response — China, Japan & Euro-zone Flash PMIs (Jul.)Global Markets > Developed Markets Valuation Monitor — How vulnerable are US equities to tighter Fed policy?Agricultural Commodities > Agricultural Commodities Data Response — Brazil Sugar Production (1st-16th Jul.)Precious Metals > Precious Metals Update — How low could gold go?Precious Metals > Precious Metals Update — What are global auto sales telling us about PGM demand?
Energy > Energy Watch — Iran oil production to rebound to previous levels and moreCommodities Overview > Commodities Update — A stronger BDI need not signal higher commodity pricesCommodities Overview > Commodities Markets Chart Book — Investor sentiment towards commodities tanksIndustrial Metals > Industrial Metals Data Response — Global Steel Production (Jun.)Energy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Economics > Global Trade Monitor — World trade volume falls againCommodities Overview > Commodities Analyst — Crisis = opportunity?Global Markets > Capital Markets Analyst — Grexit or not – euro-zone equities should shineAgricultural Commodities > Agricultural Commodities Update — China’s corn and wheat imports surge in JuneIndustrial Metals > Industrial Metals Update — China's refined nickel imports finally take off
Global Economics > Global Economics Update — Too soon to sound the “all clear” on deflationPrecious Metals > Precious Metals Update — Gold to recover when higher US interest rates priced inIndustrial Metals > Industrial Metals Data Response — Global Aluminium Production (Jun.)Commodities Overview > Commodities Weekly Wrap — Commodities struggle as dollar dominatesGlobal Economics > Global Economics Update — Labour market performance after devaluations: lessons for Greece?Global Markets > Global Markets Update — What next for the Aussie, Kiwi and Loonie?Industrial Metals > Industrial Metals Update — Making the case for tinGlobal Economics > Global Economic Outlook — Weathering the stormsPrecious Metals > Precious Metals Markets Monitor — Limited scope for further falls in pricesAgricultural Commodities > Agricultural Commodities Update — Sales of China’s cotton stocks to push prices lower
Energy > Energy Update — Iran and the West make a deal, but stumbling blocks remainEnergy > OPEC Watch — OPEC keeps the taps firmly onIndustrial Metals > Industrial Metals Update — What next for iron ore?Energy > Energy Update — US oil exports muscle in on an already crowded marketAgricultural Commodities > Agricultural Commodities Update — Lower opening corn & soybean stocks mask the bigger pictureGlobal Markets > Global Markets Update — Euro still likely to fall furtherCommodities Overview > Commodities Update — China’s oil imports surge in JunePrecious Metals > Precious Metals Data Response — World Gold Official Reserves (May)Commodities Overview > Commodities Weekly Wrap — Ouch!Global Economics > Global Economics Update — Which is the greater global threat: Grexit or China?
Global Markets > Emerging Markets Markets Chart Book — Equity sell-off is a Chinese, not EM, phenomenonAgricultural Commodities > Agricultural Commodities Data Response — Malaysia Monthly Palm Oil Data (Jun.)Precious Metals > Precious Metals Data Response — US silver imports (Apr.)Agricultural Commodities > Agricultural Commodities Update — Ethanol demand in Brazil to support sugar priceGlobal Economics > Global Economics Update — What's happening to global imbalances?Global Markets > Global Markets Update — Falling equities in China unlikely to trigger a rout elsewhereGlobal Economics > Global Economics Update — Slump in Chinese equities not a big problem for world economyEnergy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Developed Markets Chart Book — Will the euro remain resilient in the event of a Grexit?Precious Metals > Precious Metals Update — What next for silver?
European Commercial Property > European Commercial Property Updates — Czech retail performance prospects heating upAgricultural Commodities > Agricultural Commodities Markets Monitor — Supply worries see prices spike and investors turn bullishCommodities Overview > Commodities Update — China's equity gyrations not such a big deal for commoditiesIndustrial Metals > Industrial Metals Stock Monitor — Stocks tread water in JuneGlobal Markets > Global Markets Update — What next for EMBI+ junk bonds?Precious Metals > Precious Metals Update — New (lower) forecasts for precious metals pricesEnergy > Energy Update — All signs point south for oil pricesCommodities Overview > Commodities Update — Greek "no" leads us to revise our forecasts for oil and goldCommodities Overview > Commodities Weekly Wrap — Fears about global growth weigh on industrials