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Global 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 rallyAgricultural Commodities > Agricultural Commodities Chart Book — Supply concerns overshadow dollar weakness
Commodities 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 growth
Industrial 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 remainIndustrial Metals > Industrial Metals Chart Book — Prices rally as investors turn positiveGlobal 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?
Industrial Metals > Industrial Metals Data Response — Global Steel Production (Mar.)Global Economics > Global Economics Update — Further slowdown in China will not stifle growth elsewhereGlobal Economics > Global Economics Update — How has investment fared since the crisis?Energy > Energy Update — Oil prices still face many headwindsIndustrial Metals > Industrial Metals Stock Monitor — Stocks only tell half the storyCommodities Overview > Commodities Weekly Wrap — Recovery in oil prices gathers paceAgricultural Commodities > Agricultural Commodities Update — Outlook for cocoa prices remains bitterGlobal Economics > Global Economic Outlook — More winners than losersGlobal Markets > Global Markets Update — Greek crisis still threatens global marketsGlobal Markets > Emerging Markets Markets Chart Book — Sun to continue shining on EM equities
Energy > OPEC Watch — OPEC production boosted by record Saudi outputGlobal Markets > Developed Markets Valuation Monitor — What is the relative valuation of euro-zone equities?Energy > Energy Data Response — US Weekly Petroleum Status ReportIndustrial Metals > Industrial Metals Update — Can the rally in lead prices be sustained?Global Economics > Global Economics Update — IMF: catching up with realityCommodities Overview > Commodities Markets Chart Book — Weaker dollar provides a breatherGlobal Markets > Global Markets Update — What next for UK Gilts?Commodities Overview > Commodities Update — China’s commodity import volumes bounce back in MarchCommodities Overview > Commodities Weekly Wrap — Oil shrugs off Iran dealAgricultural Commodities > Agricultural Commodities Update — More bad news for grain & soybean prices
Industrial Metals > Industrial Metals Chart Book — Metals prices searching for directionGlobal Markets > Global Markets Update — How will gilts fare following the UK election?Energy > Energy Update — Oil spreads to continue narrowingAgricultural Commodities > Agricultural Commodities Data Response — USDA Weekly Export Sales (2nd Apr.)Global Economics > Global Economics Update — Wealth effects in euro-zone and Japan will be smallEnergy > Energy Data Response — US Weekly Petroleum Status ReportAgricultural Commodities > Agricultural Commodities Markets Monitor — Agriculturals continue to lagIndustrial Metals > Industrial Metals Data Response — Indonesia Tin Exports (Mar.)Energy > Energy Update — Iranian oil likely to come back to the market, just not yetGlobal Markets > Developed Markets Chart Book — US corporate bonds should weather Fed tightening
Commodities Overview > Commodities Weekly Wrap — Calm before the (next) storm?Agricultural Commodities > Agricultural Commodities Update — Palm oil price to continue fallingGlobal Markets > Emerging Markets Valuation Monitor — Will Russia’s sovereign credit spread keep falling?Global Economics > Global Economics Update — ECB trumps Bank of Japan?Energy > Energy Update — No light at the end of the tunnel for coal pricesIndustrial Metals > Industrial Metals & Mining Watch — Pain before gain for aluminium pricesCommodities Overview > Commodities Economics Chart Book — Commodities remain in thrall to the dollarGlobal Economics > Global Economics Update — Global growth to recover in Q2Agricultural Commodities > Agricultural Commodities Update — Ample US grain and soybean stocks to push prices lowerGlobal Markets > Global Markets Update — Will the ECB’s QE provide more fuel for euro-zone bonds?
Global Economics > Global Economics Focus — Does QE work?Energy > Energy Update — European gas prices heading back downGlobal Economics > Global Monetary Indicators Monitor — Some encouraging signsAgricultural Commodities > Agricultural Commodities Update — Lumber price to rise despite higher interest ratesGlobal Economics > Global Central Bank Watch — Currency movements reinforce the case for looser policyPrecious Metals > Precious Metals Update — Silver outshining goldIndustrial Metals > Industrial Metals Update — Zinc to continue to outperformGlobal Markets > Global Markets Update — The dollar and the US stock market – a historical perspectiveAgricultural Commodities > Agricultural Commodities Update — Tighter market to push coffee prices higherGlobal Markets > Emerging Markets Capital Flows Monitor — Investors regain their appetite for EM assets
Energy > Energy Watch — A year of two halvesIndustrial Metals > Industrial Metals Focus — Analysing the drivers of the nickel priceEnergy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Economics > Global Trade Monitor — World trade weaker in JanuaryGlobal Economics > Global Economics Update — Global growth likely to pick up after weak first quarterAgricultural Commodities > Agricultural Commodities Watch — What hope for sugar prices?Industrial Metals > Industrial Metals Update — Possible flaws in the ‘‘iron ore plan’’Commodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (Mar.)Global Markets > Global Markets Update — Too soon to call the turn in the dollarAgricultural Commodities > Agricultural Commodities Update — Cotton price to fall despite market moving into deficit
Commodities Overview > Commodities Weekly Wrap — Dovish Fed cheers commodity marketsIndustrial Metals > Industrial Metals Data Response — Global Steel Production (Feb.)Agricultural Commodities > Agricultural Commodities Chart Book — Dollar heat wilts agricultural pricesCommodities Overview > Commodities Markets Chart Book — Stronger dollar dominatesGlobal Economics > Global Economics Update — World economy should be able to cope with Fed tighteningGlobal Markets > Global Markets Update — What to make of the Fed’s new projectionsIndustrial Metals > Industrial Metals Update — Lead demand to pick up this yearPrecious Metals > Precious Metals Update — Gold prices to rebound despite higher US interest ratesEnergy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Developed Markets Valuation Monitor — Will the New Zealand dollar remain overvalued?
Energy > Energy Update — New lows for US oil price unlikely to be sustainedGlobal Economics > Global Economics Update — ECB QE should be a net positive for rest of the worldGlobal Economics > Global Economics Update — Is growth in the euro-zone about to outpace that in the US?Energy > OPEC Watch — OPEC production fall only temporaryAgricultural Commodities > Agricultural Commodities Update — Strong dollar to put further pressure on price of soybeansIndustrial Metals > Industrial Metals Update — Western investors turning positive on copperCommodities Overview > Commodities Weekly Wrap — Commodity prices wilt in face of surging dollarPrecious Metals > Precious Metals Update — Quantifying the downside – and upside – for goldPrecious Metals > Precious Metals Update — Quantifying the downside – and upside – for goldGlobal Economics > Global Inflation Watch — Inflation to bounce back, but remain low
Energy > Energy Chart Book — Energy prices fall back on high stocks and milder weatherGlobal Economics > Global Economics Update — Should we worry about dollar strength?Agricultural Commodities > Agricultural Commodities Focus — How do oil prices, diets and climate change affect food prices?Agricultural Commodities > Agricultural Commodities Markets Monitor — Investors continue to reduce long bets on agriculturalsEnergy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Global Markets Update — A selection of our key callsAgricultural Commodities > Agricultural Commodities Update — Corn stocks revised down, but still hugeIndustrial Metals > Industrial Metals Stock Monitor — Copper stocks rise againEmerging Markets Economics > Emerging Markets Economics Update — Assessing the fallout from the EM currency slumpEnergy > Energy Update — How do lower rig counts affect oil production?