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Global Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?Middle East & North Africa Economics > Middle East Economic Updates — Fall in Egyptian pound has further to runEmerging Markets Economics > Emerging Markets Economics Focus — What do lower oil prices mean for the emerging world?Emerging Markets Economics > Emerging Markets Inflation Monitor — Divergence in EM inflation to widen further in 2015Middle East & North Africa Economics > Middle East Chart Book — Egypt’s economy comes back into the spotlightEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q1 2015)Middle East & North Africa Economics > Middle East Economic Updates — The implications of King Abdullah’s passingEmerging Markets Economics > Emerging Markets Economics Update — ECB QE and what it means for emerging marketsGlobal Economics > Global Economic Outlook — Oiling the wheelsGlobal Markets > Emerging Markets Capital Flows Monitor — Investors’ enthusiasm for EM assets should return
Middle East & North Africa Economics > Middle East Economic Updates — Saudi economy won’t collapse but growth will soften in 2015-16Middle East & North Africa Economics > Middle East Data Response — Saudi Arabia GDP (Q4)Middle East & North Africa Economics > Middle East Economic Updates — Egyptian pound to fall further as central bank loosens its gripEmerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeMiddle East & North Africa Economics > Middle East Economic Updates — Egypt’s central bank becomes latest to cut interest ratesEmerging Markets Economics > Emerging Markets Trade Monitor — Oil exporters feel the squeezeMiddle East & North Africa Economics > Middle East Data Response — Saudi Arabia Consumer Prices (Dec.)Emerging Markets Economics > Emerging Markets Economics Update — How and where we differ from the consensusMiddle East & North Africa Economics > Middle East Economic Updates — Saudi economy ended last year on a weaker noteGlobal Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?
Middle East & North Africa Economics > Middle East Watch — How the fall in oil prices will benefit North AfricaEmerging Markets Economics > Emerging Markets Economic Outlook — The Good, the Bad and the Ugly: EMs in an era of low oil pricesMiddle East & North Africa Economics > Middle East Economic Updates — Gulf on course to post current account deficit this yearMiddle East & North Africa Economics > Middle East Data Response — Egypt Consumer Prices (Dec.)Emerging Markets Economics > Emerging Markets Economics Update — EM manufacturing activity still subduedMiddle East & North Africa Economics > Middle East Data Response — Whole Economy PMIs (Dec.)Middle East & North Africa Economics > Middle East Economic Updates — Saudi 2015 budget suggests authorities calm about oil price fallGlobal 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 markets
Commodities Overview > Commodities Update — Who is most exposed to the debts of oil majors?Emerging Markets Economics > Emerging Markets Inflation Monitor — Oil price falls won’t let high inflation EMs off the hookEmerging Markets Economics > Emerging Markets Economics Update — How will sustained low oil prices affect EM currencies?Middle East & North Africa Economics > Middle East Economic Updates — What does the fall in oil prices mean for Dubai’s debts?Emerging Markets Economics > Emerging Markets Economics Chart Book — 2015 shaping up to be another lacklustre yearMiddle East & North Africa Economics > Middle East Markets Monitor — Gulf equities: big falls now happened, but sharp rebound unlikelyEmerging Markets Economics > Emerging Markets Economics Focus — Ten key questions for EMs in 2015Global Markets > Emerging Markets Markets Chart Book — Are EM corporate bonds really that vulnerable?Middle East & North Africa Economics > Middle East Chart Book — Gulf economies take plunge in oil prices in their strideMiddle East & North Africa Economics > Middle East Data Response — Saudi Arabia Consumer Prices (Nov.)
Emerging Markets Economics > Emerging Markets Trade Monitor — Falling commodity prices douse the EM export recoveryMiddle East & North Africa Economics > Middle East Economic Updates — Banks in the Gulf well placed to weather low oil pricesMiddle East & North Africa Economics > Middle East Data Response — Egypt Consumer Prices (Nov.)Emerging Markets Economics > Emerging Markets Economics Update — Differentiation key to navigating EM sell offMiddle East & North Africa Economics > Middle East Economic Updates — A soft start for Saudi Arabia’s economy in Q4Emerging Markets Economics > Emerging Markets Financial Risk Monitor — External debt unlikely to spur widespread stressEmerging Markets Economics > Emerging Markets Economics Update — Will Fed hikes trigger another leg down for EM currencies?Emerging Markets Economics > Emerging Markets Economics Focus — The end of an era for globalisation and what it means for EM tradeMiddle East & North Africa Economics > Middle East Data Response — Whole Economy PMIs (Nov.)Emerging 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 pricesMiddle East & North Africa Economics > Middle East Focus — Fall in oil prices to wipe out Gulf’s current account surplusGlobal Markets > Emerging Markets Capital Flows Monitor — Are investors set to flee emerging market assets?Emerging Markets Economics > Emerging Markets Activity Monitor — Signs of improvement in smaller EMsMiddle East & North Africa Economics > Middle East Chart Book — Gulf set to resist pressure to cut oil outputEmerging 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?Middle East & North Africa Economics > Middle East Markets Monitor — Gulf equities take another tumbleEmerging Markets Economics > Emerging Markets Economics Update — EM policymakers unlikely to follow China’s leadCommodities Overview > Commodities Update — Iran nuclear deal pushed back until June
Emerging Markets Economics > Emerging Markets Economics Update — EM monetary policy takes divergent pathsEmerging Markets Economics > Emerging Markets Economics Update — How will QE in Japan and the euro-zone affect EMs?Middle East & North Africa Economics > Middle East Economic Updates — Egypt’s tourism sector finally on the mendEmerging Markets Economics > Emerging Markets Economics Chart Book — Lower commodity prices bring mixed news for EMsMiddle East & North Africa Economics > Middle East Economic Updates — Oil sector a drag on Saudi economy in Q3Middle East & North Africa Economics > Middle East Economic Updates — How will Saudi Arabia respond to the fall in oil prices?Global Markets > Emerging Markets Markets Chart Book — Brighter times should lie ahead for EM equitiesMiddle East & North Africa Economics > Middle East Economic Updates — Gulf dollar pegs under little threat from lower oil pricesMiddle East & North Africa Economics > Middle East Data Response — Saudi Arabia Consumer Prices (Oct.)Emerging Markets Economics > Emerging Markets Trade Monitor — Fragile EM export recovery facing more headwinds
Middle East & North Africa Economics > Middle East Watch — Saudi Arabia’s migrant crackdown – one year onMiddle East & North Africa Economics > Middle East Data Response — Egypt Consumer Prices (Oct.)Middle East & North Africa Economics > Middle East Economic Outlook — Gulf entering an era of softer growth as oil boom fadesEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q4 2014)Middle East & North Africa Economics > Middle East Economic Updates — Central Bank of Egypt to let the pound fall sooner rather than laterEmerging Markets Economics > Emerging Markets Economics Update — Export-oriented manufacturers faring wellMiddle East & North Africa Economics > Middle East Data Response — Whole Economy PMIs (Oct.)Global Markets > Capital Markets Analyst — Bubble in US Treasuries should deflate soonEmerging Markets Economics > Emerging Markets Activity Monitor — EM growth sinks further on BRICs weaknessMiddle East & North Africa Economics > Middle East Chart Book — Little reaction in the Gulf to fall in oil prices
Emerging Markets Economics > Emerging Markets Economics Update — The end of QE and what it means for emerging marketsGlobal Markets > Emerging Markets Valuation Monitor — Low valuations should help to support EM equitiesMiddle East & North Africa Economics > Middle East Economic Updates — Saudi Arabia: weakness in oil sector set to continueMiddle East & North Africa Economics > Middle East Economic Updates — Tunisia election: return to political stability to support growthEmerging Markets Economics > Emerging Markets Economics Update — US recovery not helping all EMsMiddle East & North Africa Economics > Middle East Economic Updates — Low oil prices provide relief for MENA’s resource-poor economiesEmerging Markets Economics > Emerging Markets Inflation Monitor — Low EM inflation set to persistMiddle East & North Africa Economics > Middle East Markets Monitor — Equities in the Gulf hit by falling oil pricesEmerging Markets Economics > Emerging Markets Economics Update — Cheaper commodities to allow rates to stay lower for longerMiddle East & North Africa Economics > Middle East Focus — Gulf: Fall in oil prices unlikely to trigger another “lost decade”
Middle East & North Africa Economics > Middle East Economic Updates — Egypt rates left unchanged as recovery trumps high inflationMiddle East & North Africa Economics > Middle East Economic Updates — Lower oil prices not a major headache for the GulfEmerging Markets Economics > Emerging Markets Economics Update — The winners and losers from lower oil pricesGlobal Economics > Global Economic Outlook — Euro-zone holding back recovery (again)Emerging Markets Economics > Emerging Markets Trade Monitor — EMs struggle to follow China’s leadMiddle East & North Africa Economics > Middle East Economic Updates — Underlying inflation pressures building in parts of the GulfEmerging Markets Economics > Emerging Markets Economics Chart Book — EM industry still strugglingMiddle East & North Africa Economics > Middle East Economic Updates — Saudi budget deficits not a disaster, but spending growth to slowMiddle East & North Africa Economics > Middle East Watch — Tunisian elections may prove to be the spur for reformEmerging Markets Economics > Emerging Markets Economics Focus — Why slower growth is the "new normal" for emerging markets
Commodities Overview > Commodities Update — How will OPEC respond to falling oil prices?Middle East & North Africa Economics > Middle East Economic Updates — Non-oil sectors in the Gulf performing wellEmerging Markets Economics > Emerging Markets Economics Update — BRIC economies the main drag on EM manufacturingEmerging Markets Economics > Emerging Markets Economic Outlook — Investors face up to “new norm” for EM growthGlobal Markets > Emerging Markets Capital Flows Monitor — Is foreigners’ appetite waning?Middle East & North Africa Economics > Middle East Economic Updates — Egypt’s economy shifts up a gearEmerging Markets Economics > Emerging Markets Financial Risk Monitor — Risks linger in parts of the EM worldMiddle East & North Africa Economics > Middle East Chart Book — Egypt's economic recovery gathers paceEmerging Markets Economics > Emerging Markets Economics Update — Prospects for EM currencies differ despite broad sell-offMiddle East & North Africa Economics > Middle East Economic Updates — Oil sector drives sharp Q2 slowdown in Saudi Arabia
Emerging Markets Economics > Emerging Markets Inflation Monitor — Falling commodity prices to help keep EM inflation subduedMiddle East & North Africa Economics > Middle East Economic Updates — Energy subsidy reform in the Gulf is likely to be slow-goingEmerging Markets Economics > Emerging Markets Economics Update — Lower oil prices are a problem for Lat Am, not the GulfMiddle East & North Africa Economics > Middle East Economic Updates — Less to the narrowing of Egypt’s trade deficit than meets the eyeEmerging Markets Economics > Emerging Markets Economics Update — Rising US Treasury yields would not slow EM growthEmerging Markets Economics > Emerging Markets Economics Update — Towards a more nuanced view on EM ratesEmerging Markets Economics > Emerging Markets Economics Chart Book — EM currencies suffer further losesMiddle East & North Africa Economics > Middle East Economic Updates — Assessing the impact of lower oil prices on the MENA regionMiddle East & North Africa Economics > Middle East Economic Updates — President al-Sisi’s first 100 days better than expectedEmerging Markets Economics > Emerging Markets Economics Update — Recent EM currency falls partly a result of euro weakness
Middle East & North Africa Economics > Middle East Focus — Algeria’s economy on an unsustainable pathEmerging Markets Economics > Emerging Markets Trade Monitor — EM exports pick up, but commodity producers lag behindMiddle East & North Africa Economics > Middle East Economic Updates — Saudi slowdown continues at the start of Q3Emerging Markets Economics > Emerging Markets Economics Update — Fed tightening and EM vulnerabilities: a stock-takeMiddle East & North Africa Economics > Middle East Watch — Is Dubai now over its debt problems?Emerging Markets Economics > Emerging Markets Economics Update — Export-focused EM manufacturers are outperformingMiddle East & North Africa Economics > Middle East Economic Updates — Egypt’s economic recovery continuesMiddle East & North Africa Economics > Middle East Economic Updates — Egypt: interest rates on hold, further tightening unlikelyMiddle East & North Africa Economics > Middle East Chart Book — Dubai's GREs slowly tackling their debt problemsEmerging Markets Economics > Emerging Markets Inflation Monitor — Latin America inflation woes deepen
Middle East & North Africa Economics > Middle East Economic Updates — Morocco: slump in agriculture doesn’t dampen positive outlookMiddle East & North Africa Economics > Middle East Economic Updates — Saudi growth slows on weakness in oil sectorEmerging Markets Economics > Emerging Markets Economics Chart Book — Emerging Asia pulls aheadEmerging Markets Economics > Emerging Markets Economics Update — An anatomy of the EM slowdownMiddle East & North Africa Economics > Middle East Markets Monitor — Gulf’s stock market rally loses steamMiddle East & North Africa Economics > Middle East Economic Updates — Saudi consumer spending may be stabilisingMiddle East & North Africa Economics > Middle East Economic Updates — Egypt's banks unlikely to support the economic recoveryEmerging Markets Economics > Emerging Markets Trade Monitor — EM exports strengthen on Asia reboundMiddle East & North Africa Economics > Middle East Watch — Weaker Saudi credit growth could be here to stayEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q3 2014)
Middle East & North Africa Economics > Middle East Economic Updates — Fall in Egypt’s PMI doesn’t signal end of recoveryMiddle East & North Africa Economics > Middle East Economic Outlook — North Africa getting back on its feetMiddle East & North Africa Economics > Middle East Chart Book — Signs of recovery in North AfricaGlobal Markets > Emerging Markets Valuation Monitor — Are EM credit spreads about to surge?Emerging Markets Economics > Emerging Markets Economics Update — EM demographic challenge not the disaster that many expectMiddle East & North Africa Economics > Middle East Markets Monitor — Dubai leads equity market reboundEmerging Markets Economics > Emerging Markets Inflation Monitor — Fall in agricultural prices to help keep EM inflation mutedMiddle East & North Africa Economics > Middle East Economic Updates — Further signs that Egypt’s economy is strengtheningMiddle East & North Africa Economics > Middle East Economic Updates — First thoughts on the opening up of Saudi Arabia's stock market