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Emerging Europe Economics > Emerging Europe Markets Monitor — Unrest in east Ukraine has limited effect on marketsGlobal Markets > Global Markets Update — ECB’s QE unlikely to be the panacea that markets hopeAfrica Economics > Africa Markets Monitor — Markets regain some composure after Q1 routUK Markets > UK Markets Chart Book — Gilt yields defy strong economic newsGlobal Markets > Developed Markets Valuation Monitor — Is there a bubble in the US tech sector?Global Markets > Global Markets Update — What is the outlook for global real yields?Global Markets > Emerging Markets Markets Chart Book — Emerging market equities back in favourGlobal Markets > Global Markets Update — What is the outlook for US corporate bond spreads?Global Markets > Developed Markets Chart Book — Is US corporate credit risk becoming mispriced?Global Markets > Emerging Markets Valuation Monitor — Will credit spreads continue to fall in Latin America?
China Economics > China Economics Update — Second bond default signals normalisation, not crisisGlobal Markets > Global Markets Update — Gulf between US & German bond yields looks set to widenChina Economics > China Markets Monitor — Liquidity tightens againEmerging Asia Economics > Emerging Asia Markets Monitor — A mixed month for Asian currenciesLatin America Economics > Latin America Markets Monitor — Markets steady after January routGlobal Markets > Global Markets Update — US rate expectations have further to riseAfrica Economics > Africa Markets Monitor — Currencies continue to tumbleUK Markets > UK Markets Chart Book — UK equities still not benefiting from the economic recoveryGlobal Markets > Developed Markets Valuation Monitor — New Zealand kiwi likely to remain overvaluedGlobal Markets > Emerging Markets Markets Chart Book — Investors’ appetite returns, but is fussy
Global Markets > Global Markets Update — What are the relative prospects for euro-zone and US bonds?Global Markets > Developed Markets Chart Book — Italy’s and Spain’s sovereign credit spreads fall furtherGlobal Markets > Global Markets Update — Is the UK MPC's new forward guidance working?Global Markets > Global Markets Update — What will be the wider fallout from conflict in Ukraine?China Economics > China Markets Monitor — Renminbi hit by a policy waveUK Markets > UK Markets Analyst — Monetary policy to remain a support for asset pricesEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies rebound, rupiah leads the wayGlobal Markets > Global Markets Update — Will Spain’s and Italy’s bond spreads continue to fall?European Economics > European Economics Update — Danish mortgage market set to weather regulatory stormLatin America Economics > Latin America Markets Monitor — Calm returns to Lat. Am. markets
Africa Economics > Africa Markets Monitor — EM currency turmoil spreads to AfricaEmerging Europe Economics > Emerging Europe Markets Monitor — Ukraine's political crisis takes a heavy toll on the marketsGlobal Markets > Global Markets Update — Outlook for US equities is brighter than for bondsGlobal Markets > Global Markets Focus — How will UK equities fare in 2014 and 2015?Global Markets > Global Markets Focus — How does economic reform affect emerging market assets?UK Markets > UK Markets Chart Book — New guidance fails to refocus gilt market on UK outlookGlobal Markets > Emerging Markets Markets Chart Book — Emerging market assets suffer further lossesGlobal Markets > Global Markets Update — What difference will revamped forward guidance have on Gilts?Global Markets > Developed Markets Chart Book — A strong start to 2014 for US TreasuriesChina Economics > China Markets Monitor — A bitter end to the year of the snake
Global Markets > Emerging Markets Valuation Monitor — Are emerging market currencies now undervalued?Middle East & North Africa Economics > Middle East Markets Monitor — Egyptian financial markets rally on hopes for political stabilityEmerging Asia Economics > Emerging Asia Markets Monitor — Asia escaping the worst of recent EM turmoilLatin America Economics > Latin America Update — Venezuela is unlikely to follow Argentina’s leadGlobal Markets > Emerging Markets Capital Flows Monitor — Are we seeing a re-run of the summer sell-off?Africa Economics > Africa Markets Monitor — Rand plunges to five-year lowGlobal Markets > Capital Markets Analyst — Beyond the taperLatin America Economics > Latin America Markets Monitor — A sluggish start to 2014UK Markets > UK Markets Chart Book — Gilts shrug off falling unemploymentCanada Economics > Canada Economics Weekly — Canada no longer the safe haven it was
Global Markets > Global Markets Update — What next for emerging market dollar-denominated bonds?Global Markets > Developed Markets Valuation Monitor — Are euro-zone government bonds favourably valued?Global Markets > Global Markets Update — Fed tightening risks to grow over the medium termEmerging Asia Economics > Emerging Asia Economic Outlook — China to slow, but faster growth elsewhereGlobal Markets > Global Markets Update — The global implications of further monetary easing in JapanGlobal Markets > Global Markets Update — Our key market calls for 2014This article appears in multiple services — Falling unemployment unlikely to prompt rate hikeGlobal Markets > Emerging Markets Valuation Monitor — Turkish lira comes under fireMiddle East & North Africa Economics > Middle East Markets Monitor — Egyptian stocks soar to post-Arab Spring highEmerging Asia Economics > Emerging Asia Markets Monitor — Asian markets shrug off Fed tapering
China Economics > China Markets Monitor — China’s equities slump, market rates surgeEmerging Europe Economics > Emerging Europe Markets Monitor — A rollercoaster month for Ukraine’s financial marketsLatin America Economics > Latin America Markets Monitor — Markets to come under renewed pressure in 2014US Economics > US Chart Book — Retail sales growth acceleratingThis article appears in multiple services — Are gilts still vulnerable to Fed tapering?Africa Economics > Africa Markets Monitor — Rand set to weaken further next yearGlobal Markets > Global Markets Update — New forecasts for emerging market bonds and equitiesUK Markets > UK Markets Chart Book — UK markets struggling to hear MPC's dovish messageGlobal Markets > Emerging Markets Markets Chart Book — Is Fed tapering now priced in?Global Markets > Global Markets Update — What would the Fed taper mean for government bonds?
European Economics > European Chart Book — Weak growth & strong euro keep pressure on ECBThis article appears in multiple services — Inflation easing despite stronger recoveryGlobal Markets > Developed Markets Chart Book — Sterling’s strength is unlikely to lastChina Economics > China Markets Monitor — China’s equities rebound, bond yields surgeGlobal Markets > Emerging Markets Valuation Monitor — Optimism surrounding Argentina may be overdoneGlobal Markets > Global Markets Update — What impact would RMB liberalisation have on Treasuries?Middle East & North Africa Economics > Middle East Markets Monitor — Dubai equities hit five-year high as World Expo vote loomsEmerging Asia Economics > Emerging Asia Markets Monitor — Asian markets see renewed volatilityAfrica Economics > Africa Markets Monitor — Currencies likely to face renewed pressureLatin America Economics > Latin America Update — Default remains a genuine concern in Venezuela
UK Markets > UK Markets Analyst — Stronger growth and low rates support UK marketsGlobal Markets > Emerging Markets Capital Flows Monitor — Bonds continue to be shunnedLatin America Economics > Latin America Markets Monitor — Fresh falls in Latin American currenciesGlobal Markets > Global Markets Update — Will rising corporate bond yields put pressure on US equities?Global Markets > Emerging Markets Markets Chart Book — Renewed underperformance from EM equitiesGlobal Markets > Global Markets Focus — Market implications of financial repressionThis article appears in multiple services — Fall in gilt yields not a sign forward guidance is workingUK Markets > UK Markets Chart Book — US outlook still the key influence on gilt yieldsGlobal Markets > Developed Markets Chart Book — Equities boosted by debt-ceiling resolutionGlobal Markets > Global Markets Update — Will the Fed taper be a game-changer?
Global Markets > Emerging Markets Valuation Monitor — Is the South African rand really undervalued?Global Markets > Capital Markets Analyst — Which assets will prove resilient to Fed tapering?China Economics > China Markets Monitor — China’s equities fall, market rates riseMiddle East & North Africa Economics > Middle East Markets Monitor — Bond markets buoyed by delay to Fed “taper”Emerging Asia Economics > Emerging Asia Markets Monitor — Asian markets see small risesEmerging Europe Economics > Emerging Europe Markets Monitor — Emerging European markets outperform other EMsLatin America Economics > Latin America Markets Monitor — Surge in Argentine equities is not all good newsGlobal Economics > Global Economics Focus — Will the Fed’s “exit” stifle the global recovery?Africa Economics > Africa Markets Monitor — Debut dollar bond issues still likely to go aheadEuropean Economics > European Economics Update — Will Italian government bond spreads continue to fall?
Global Markets > Global Markets Update — Debt-ceiling crisis has done lasting damageGlobal Markets > Developed Markets Valuation Monitor — Core Europe now viewed as safer than the USGlobal Markets > Global Markets Update — Loss of AAA ratings embarrassing, but probably little moreUK Markets > UK Markets Chart Book — Worries about the US debt ceiling support giltsGlobal Markets > Global Markets Update — How vulnerable are foreign investors to a default on Treasuries?Global Markets > Emerging Markets Markets Chart Book — The Brazilian real bounces backGlobal Markets > Global Markets Update — What impact would a US default have on Treasuries?Global Markets > Global Markets Update — Markets remain sanguine about risks of US defaultGlobal Markets > Developed Markets Chart Book — US Treasuries shrug off debt ceiling crisisGlobal Economics > Global Economics Update — US default would be bad, but not necessarily catastrophic
European Commercial Property > European Commercial Property Updates — Will Spanish property yields close the gap with core markets?Global Markets > Global Markets Update — Gilt yields to remain low despite strengthening UK economyGlobal Markets > Global Markets Update — Narrowing in euro-zone bond spreads may have run its courseGlobal Economics > Global Economics Update — Should we worry about the fiscal impact of higher bond yields?Middle East & North Africa Economics > Middle East Markets Monitor — Equity markets rebound on back of Syria deal & Fed decisionGlobal Markets > Emerging Markets Valuation Monitor — Regional divergence in stock market valuationsEmerging Asia Economics > Emerging Asia Markets Monitor — Emerging Asia Markets Monitor (Sep.)Global Markets > Global Markets Update — The market implications of the FOMC's attitude to taperingGlobal Markets > Developed Markets Valuation Monitor — Portuguese government bonds come under fireEuropean Economics > European Economics Update — Portugal to remain under pressure
Global Markets > Emerging Markets Markets Chart Book — Emerging market equities stop underperformingGlobal Markets > Global Markets Update — Who will pick up the slack when the Fed stops buying?UK Markets > UK Markets Chart Book — 10-year gilt yields hit 3% as markets disregard guidanceGlobal Markets > Global Markets Update — What effect will Germany's election have on euro-zone bonds?US Economics > US Economics Weekly — Fannie, Freddie and financial repressionGlobal Markets > Developed Markets Chart Book — Government bonds decouple, but for how long?Global Markets > Developed Markets Chart Book — Gilt yields surgeThis article appears in multiple services — Recovery quickens as productivity reboundsGlobal Markets > Global Markets Update — How has the Bank of Japan kept yields low?UK Markets > UK Markets Analyst — Gilts may yet decouple from Treasuries
Global Markets > Global Markets Update — Has the Brazilian bond market gone nuts?Latin America Economics > Latin America Markets Monitor — Currencies back in the firing lineGlobal Markets > Emerging Markets Capital Flows Monitor — The floodgates re-open … at least temporarilyGlobal Markets > Global Markets Update — Does it still make sense to rotate out of bonds into equities?Global Markets > Developed Markets Valuation Monitor — Low valuations fuel euro-zone outperformanceUK Markets > UK Markets Chart Book — Forward guidance is already helping to anchor gilt yieldsGlobal Markets > Emerging Markets Markets Chart Book — Emerging market assets regain some poiseThis article appears in multiple services — Impact of forward guidance is greater than it seemsGlobal Markets > Capital Markets Analyst — Is the worst now over for "risky" assets?Global Markets > Emerging Markets Valuation Monitor — Dollar-denominated bonds continue to languish
Africa Economics > Africa Markets Monitor — Calm after the stormMiddle East & North Africa Economics > Middle East Markets Monitor — Early market optimism in Egypt already starting to fadeUS Economics > US Chart Book — Employment gains mean that QE3 tapering still on trackUK Markets > UK Markets Chart Book — Overseas developments continue to drive the gilt marketGlobal Markets > Emerging Markets Markets Chart Book — Some tentative signs of stabilisationThis article appears in multiple services — Will gilts decouple from US Treasuries?Global Markets > Developed Markets Chart Book — Fed policy outlook shakes stock marketsGlobal Markets > Global Markets Update — Is the Treasury market braced for future Fed tightening?UK Economics > UK Economics Update — Recent rise in yields need not spell fiscal gloomChina Economics > China Markets Monitor — Financial stocks lead slump