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UK Economics > UK Economics Chart Book — Recovery in real wages looks sustainableEuropean Economics > European Chart Book — Contagion from Greece limited for nowGlobal Markets > Global Markets Update — How much of a boost would a Grexit provide to US Treasuries?Global Markets > Global Markets Update — Outperformance of EM local currency bonds set to continueLatin America Economics > Latin America Markets Monitor — Lat Am markets shrug off threat of Fed hikesEmerging Markets Economics > Frontier Markets Monthly Wrap — European frontiers vulnerable to mounting threat of “Grexit”Middle East & North Africa Economics > Middle East Markets Monitor — Muted reaction as Saudi stock market opens upMiddle East & North Africa Economics > Middle East Markets Monitor — Muted reaction as Saudi stock market opens upGlobal Markets > Global Markets Update — On the relative valuation of US equities and bondsLatin America Economics > Latin America Chart Book — Lat Am markets shrug off threat of Fed hikes
India Economics > India Markets Monitor — Rupee likely to weaken only graduallyGlobal Markets > Developed Markets Valuation Monitor — Treasuries vulnerable to a reassessment of Fed policyUK Economics > UK Economics Update — MPC unlikely to follow the US Fed closely this timeMiddle East & North Africa Economics > Middle East Economic Outlook — Gulf countries weathering the storm, but growth to weakenGlobal Markets > Emerging Markets Markets Chart Book — What next for EM dollar-denominated sovereign bonds?UK Markets > UK Markets Chart Book — Demand for gilts weakens despite soft economic newsEmerging Europe Economics > Emerging Europe Economic Outlook — Prospects divergeGlobal Markets > Developed Markets Chart Book — Surge in German Bund yields unlikely to lastGlobal Economics > Global Economics Update — What would constitute a Greek default?Global Markets > Global Markets Update — Is this really the start of a bear market in Bunds?
European Economics > European Chart Book — Outlook for periphery’s exporters is improvingGlobal Economics > Global Monetary Indicators Monitor — Monetary conditions loose despite rise in yieldsChina Economics > China Markets Monitor — Equities on a rollercoasterEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies fall, bond yields riseAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — The markets don’t care whether Australia is AAA or AAGlobal Markets > Emerging Markets Valuation Monitor — Which EM currencies are misaligned?Emerging Europe Economics > Emerging Europe Markets Monitor — Equities weaken, bond yields riseMiddle East & North Africa Economics > Middle East Markets Monitor — Egyptian equities rallyLatin America Economics > Latin America Markets Monitor — Markets in Brazil and Colombia suffer fresh fallsAfrica Economics > Africa Markets Monitor — African markets shrug off weak economic news
Global Markets > Global Markets Update — Yen to fall to 140 against the US dollarEmerging Markets Economics > Frontier Markets Monthly Wrap — Low oil prices a challenge for key frontier marketsIndia Economics > India Markets Monitor — Equities retreat on domestic concernsEuropean Economics > European Economics Update — Should the ECB be happy with the first 10 weeks of QE?Global Markets > Emerging Markets Markets Chart Book — How will EM corporate spreads react to higher US rates?UK Economics > UK Economics Weekly — Gilt market ‘rout’ poses little threat to economyGlobal Markets > Global Markets Update — Is a rise in Treasury yields a threat to the US stock market?UK Markets > UK Markets Chart Book — Sterling vulnerable to renewed dollar weaknessGlobal Economics > Global Economics Update — Rebound in bond yields unlikely to undermine global growthEmerging Markets Economics > Emerging Markets Economics Update — What to make of the rise in EM bond yields
Global Markets > Developed Markets Chart Book — Fresh euro weakness should buoy German equitiesEuropean Economics > European Economics Weekly — Market gyrations could threaten recoveryGlobal 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?This article appears in multiple services — Rise in gilt yields does not reflect election concernsUK Consumer > UK Economics Chart Book — Few signs of election uncertainty undermining recoveryEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies regain lost groundChina Economics > China Markets Monitor — New account openings add fire to rally in equitiesThis article appears in multiple services — Election 2015 Preview
Global Markets > Emerging Markets Valuation Monitor — How stretched is the valuation of China’s stock market?Latin America Economics > Latin America Markets Monitor — Lat Am currencies find their feetMiddle East & North Africa Economics > Middle East Markets Monitor — Equities in the Gulf rebound as Yemen fears easeEmerging Europe Economics > Emerging Europe Chart Book — Russia’s economy slumps, growth weakens in TurkeyMiddle East & North Africa Economics > Middle East Chart Book — Region’s politics take another twistEmerging Markets Economics > Emerging Markets Economics Chart Book — EM growth sinks as BRICs woes deepenUK Markets > UK Markets Chart Book — Markets underestimating potential election impactIndia Economics > India Markets Monitor — Equity rally losing steamGlobal Markets > Global Markets Update — Greek crisis still threatens global marketsJapan Economics > Japan Economics Weekly — Will the use of JGBs as collateral hamper QQE?
Global Markets > Developed Markets Valuation Monitor — What is the relative valuation of euro-zone equities?UK Economics > UK Quarterly Review — Don’t underestimate the economy’s hidden slackPrecious Metals > Precious Metals Update — Dollar strength alone is a poor reason to dismiss goldGlobal Markets > Global Markets Update — What next for UK Gilts?Global Markets > Global Markets Update — How will gilts fare following the UK election?European Economics > ECB Watch — ECB to downplay early taper talkGlobal Markets > Developed Markets Chart Book — US corporate bonds should weather Fed tighteningChina Economics > China Watch — Policymakers still have plenty of ammunitionGlobal Markets > Emerging Markets Valuation Monitor — Will Russia’s sovereign credit spread keep falling?Global Economics > Global Economics Update — ECB trumps Bank of Japan?
Emerging Markets Economics > Emerging Markets Economic Outlook — In the footsteps of the Fed?Global Markets > Global Markets Update — Will the ECB’s QE provide more fuel for euro-zone bonds?Global Markets > Global Markets Update — Markets still under-pricing “Grexit” risksLatin America Economics > Latin America Markets Monitor — Currency rout rules out further policy easingEmerging Asia Economics > Emerging Asia Markets Monitor — Currencies and equity markets drop backAfrica Economics > Africa Markets Monitor — Markets unfazed by Nigeria election so farMiddle East & North Africa Economics > Middle East Markets Monitor — Yemen crisis weighs on region’s equity marketsLatin America Economics > Latin America Chart Book — Currency sell-off puts paid to further policy looseningAfrica Economics > Africa Chart Book — Nigerian politics take centre stageUS Economics > US Chart Book — Slump in productivity growth could be pivotal
US Economics > US Economics Weekly — Does the Fed most fear a potential bond market rout?India Economics > India Markets Monitor — Fed policy unlikely to have major impact on rupeeAustralia & New Zealand Economics > Australia & New Zealand Economics Update — What does the US Fed mean for Australia and New ZealandUK Markets > UK Markets Analyst — Political risks may check sterling’s rallyEmerging Europe Economics > Emerging Europe Markets Monitor — Ukrainian bonds fall further as debt talks startChina Economics > China Chart Book — Policymakers strike sanguine noteLatin America Economics > Latin America Update — Griesa deals another blow to ArgentinaUK Markets > UK Markets Chart Book — Strong pound masks emerging election concernsGlobal Markets > Emerging Markets Markets Chart Book — Fragile EM currencies set for further weaknessEuropean Economics > European Economics Update — Will QE hit the buffers before the job is done?
Global Markets > Global Markets Update — Will euro-zone sovereign credit spreads grind even lower?Global Markets > Global Markets Update — What next for India’s financial markets?Global Markets > Global Markets Update — What's really behind negative bond yields?This article appears in multiple services — Misery index on track for 50-year lowEuropean Economics > European Chart Book — Deflationary pressures remain intenseGlobal Markets > Emerging Markets Valuation Monitor — Time for EM equities to shine?Global Economics > Global Monetary Indicators Monitor — Global easing cycle not over yetEmerging Asia Economics > Emerging Asia Markets Monitor — Asian equity markets continue good runChina Economics > China Markets Monitor — Funding costs set to fallLatin America Economics > Latin America Markets Monitor — Brazilian real hits weakest level in a decade
Japan Economics > Japan Economics Update — Should we be worried about the negative saving rate?Africa Economics > Africa Markets Monitor — Election worries hit NigeriaEmerging Europe Economics > Emerging Europe Markets Monitor — Markets brush off concerns over GreeceGlobal Markets > Developed Markets Valuation Monitor — Sterling’s strength unlikely to lastGlobal Markets > Global Markets Update — Growing risk of Greek exit under-priced in global marketsGlobal Markets > Global Markets Focus — Is the bull market in US Treasuries over?India Economics > India Markets Monitor — Rupee continues to outperformGlobal Markets > Global Markets Update — Has investors’ appetite for EM government bonds waned?Global Markets > Global Markets Update — Have Basel III regulations fuelled the rally in US Treasuries?Global Markets > Emerging Markets Markets Chart Book — What’s behind the EMBI Global spread?
Emerging Europe Economics > Emerging Europe Economics Update — IMF package brings Ukraine back from the brinkUK Markets > UK Markets Chart Book — Rate hike could still come sooner than markets thinkEuropean Economics > European Economics Weekly — Grexit risks risingGlobal Economics > Global Economics Update — Which governments gain the most from lower bond yields?European Economics > European Chart Book — Modest recovery continues despite Greek crisisGlobal Markets > Global Markets Update — Has “safe-haven” demand driven US Treasury yields down?Global Markets > Developed Markets Chart Book — Equity rally to shift from euro-zone to JapanEuropean Economics > European Economics Update — Can GDP-linked bonds solve Greece’s debt problems?Emerging Asia Economics > Emerging Asia Markets Monitor — Asian equity markets make winning start to 2015Global Markets > Capital Markets Analyst — Are very low bond yields here to stay?
China Economics > China Markets Monitor — Equities hit choppy watersGlobal Markets > Global Markets Update — What’s really happening to US inflation expectations?Global Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?Global Markets > Global Markets Update — Are markets too sanguine about contagion from Greece?Africa Economics > Africa Markets Monitor — Naira remains under pressureEmerging Europe Economics > Emerging Europe Markets Monitor — ECB QE provides modest bump to marketsGlobal Markets > Global Markets Update — Will Greece’s election be more important for EZ bonds than QE?Global Markets > Global Markets Update — Has foreign demand contributed to the rally in US Treasuries?Latin America Economics > Latin America Markets Monitor — Falling commodity prices weigh on marketsGlobal Economics > Global Economic Outlook — Oiling the wheels
Global Markets > Emerging Markets Capital Flows Monitor — Investors’ enthusiasm for EM assets should returnEuropean Economics > European Economics Update — Plan for NCBs to conduct QE will further limit its effectsEuropean Economics > European Economic Outlook — Crisis 2.0?India Economics > India Markets Monitor — Markets buoyed by RBI’s early rate cutGlobal 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?Emerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeUK Markets > UK Markets Chart Book — Gilt yields hit new lows on growth, not deflation, concernsGlobal Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?Global Markets > Global Markets Update — What next for US government bonds?
US Economics > US Economics Update — What would keep the Fed on hold?European Economics > European Economics Weekly — ECB to focus on deflation, not politicsGlobal Markets > Developed Markets Chart Book — Low oil price drives up US high-yield corporate spreadsEuropean Economics > European Chart Book — Deflation will last longer this timeEuropean Commercial Property > European Commercial Property Updates — Are euro-zone property markets already looking weaker in 2015?European Economics > European Economics Update — Grexit dangers darken euro-zone outlookUK Markets > UK Markets Chart Book — Yields on Gilts and Treasuries continue to decoupleGlobal 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