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Africa Economics > Africa Markets Monitor — African markets shrug off weak economic newsGlobal Markets > Global Markets Update — Yen to fall to 140 against the US dollarIndia 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
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 pivotalUS 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 decadeJapan 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 brink
UK 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 waters
Global 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 wheelsGlobal Markets > Emerging Markets Capital Flows Monitor — Investors’ enthusiasm for EM assets should return
European 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 marketsChina Economics > China Markets Monitor — Renminbi reverses course
Global Markets > Global Markets Focus — How will the outlook for monetary policy affect the markets?Japan Economics > Japan Economics Weekly — What should we expect in 2015?Global Markets > Developed Markets Valuation Monitor — Is the Norwegian krone now undervalued?Emerging Asia Economics > Emerging Asia Markets Monitor — Rough end to the year for Asian marketsEmerging Europe Economics > Emerging Europe Economics Update — Lessons from 1998India Economics > India Markets Monitor — Markets raise expectations of rate cutsAfrica Economics > Africa Markets Monitor — Currencies continue to tumbleUK Markets > UK Markets Analyst — Super-low gilt yields unwarranted by economic outlookMiddle East & North Africa Economics > Middle East Markets Monitor — Gulf equities: big falls now happened, but sharp rebound unlikelyEmerging Europe Economics > Emerging Europe Markets Monitor — Ruble sell-off sparks fears of more radical policy action
Global Markets > Emerging Markets Markets Chart Book — Are EM corporate bonds really that vulnerable?European Economics > European Economics Update — What will be the fall-out from the latest Greek crisis?European Economics > European Economics Update — Greek yields to remain high despite programme extensionLatin America Economics > Latin America Markets Monitor — Drop in oil price hits Colombia’s financial marketsGlobal Markets > Global Markets Update — Is the lower oil price a threat to US Treasuries?Global Markets > Developed Markets Chart Book — US Treasury yields set to rise as Fed tightensGlobal Markets > Emerging Markets Valuation Monitor — Turkish lira to remain overvalued despite fall in oil pricesEuropean Commercial Property > European Commercial Property Updates — What will lower Bund yields mean for property?Emerging Asia Economics > Emerging Asia Markets Monitor — Limited impact from Chinese rate cutLatin America Economics > Latin America Update — Fall in oil prices pushes Venezuela even closer to default
China Economics > China Markets Monitor — Equities surge following rate cutGlobal Markets > Emerging Markets Capital Flows Monitor — Are investors set to flee emerging market assets?China Economics > China Chart Book — PBOC may be resuming FX interventionEuropean Economics > European Economics Update — What will ECB QE do to core euro-zone bond yields?Emerging Europe Economics > Emerging Europe Markets Monitor — Ruble sell-off eases, while Ukraine’s bonds slumpGlobal Markets > Global Markets Update — Are Bunds the new JGBs?Middle East & North Africa Economics > Middle East Markets Monitor — Gulf equities take another tumbleEuropean Economics > European Economics Update — Troika call to pay taxes faster may hurt Greek recoveryUK Markets > UK Markets Chart Book — MPC may not wait as long as markets expectGlobal Markets > Developed Markets Valuation Monitor — Is the CAPE giving a false signal about euro-zone equities?