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Latin 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 Argentina
UK 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 yet
Emerging 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 outperform
Global 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 Japan
European 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 wheelsGlobal 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 mode
UK 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 decouple
Global 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 courseGlobal 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 cuts
Africa 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 actionGlobal 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 tightens
Global 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 defaultChina 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?European Economics > European Economics Update — Which assets should the ECB buy?Africa Economics > Africa Markets Monitor — Nigerian naira under fireEuropean Economics > European Economics Update — Greece exits recession but big challenges remainGlobal Markets > Emerging Markets Markets Chart Book — Brighter times should lie ahead for EM equitiesEuropean Commercial Property > European Commercial Property Updates — Moscow capital values have further to fallEuropean Economics > European Economics Update — Is QE already priced in?
Global Markets > Global Markets Update — How should bond markets respond to lower oil prices?European Economics > European Economics Update — Will negative yields render ECB QE useless?Global Markets > Developed Markets Chart Book — After a wobble, US equities post another record highEuropean Economics > European Economics Update — Precautionary credit line may not be sufficient for GreeceEuropean Economics > European Economics Update — Euro-zone Fiscal Monitor (Oct.)Global Markets > Capital Markets Analyst — Bubble in US Treasuries should deflate soonChina Economics > China Markets Monitor — Government support for property ignites equity rallyGlobal Markets > Global Markets Update — What does Bank of Japan easing mean for the rest of the world?Emerging Asia Economics > Emerging Asia Markets Monitor — Minimal impact from the end of QE3Global Economics > Global Monetary Indicators Monitor — Monetary conditions set to remain loose
Global Markets > Emerging Markets Valuation Monitor — Low valuations should help to support EM equitiesGlobal Markets > Global Markets Update — Support from the Fed’s QE is not about to disappearAfrica Economics > Africa Markets Monitor — South Africa outperforms struggling SSA marketsUK Commercial Property > UK Commercial Property Monthly — Retail rental values finally show signs of lifeGlobal Markets > Emerging Markets Capital Flows Monitor — Will inflows from abroad pick up again soon?Latin America Economics > Latin America Update — Restructuring petro-loans won’t save Venezuela from defaultLatin America Economics > Latin America Markets Monitor — Equities suffer further losses, but currencies and bonds fare betterMiddle East & North Africa Economics > Middle East Markets Monitor — Equities in the Gulf hit by falling oil pricesGlobal Markets > Developed Markets Valuation Monitor — Credit spreads in Italy and Spain are likely to rise furtherEuropean Economics > European Economics Update — ECB takes further steps towards QE
European Economics > European Economics Weekly — Markets and Merkel won’t let austerity slipUS Economics > US Economics Weekly — Market moves leave Fed with a tricky balancing actEuropean Economics > European Economics Update — Will Greece trigger another crisis?Latin America Economics > Latin America Update — Assessing the impact of lower oil prices on Latin AmericaEuropean Economics > European Economics Update — In the euro-zone at least, the markets have got it rightUS Economics > US Economics Update — Market moves hard to square with solid economic fundamentalsEuropean Economics > European Economics Update — Adverse market reaction hits Greek bail-out exit hopesGlobal Markets > Global Markets Update — Will Treasury and Bund yields continue to diverge?US Economics > US Economics Weekly — Drop in yields and oil price trump higher dollarEmerging Markets Economics > Emerging Markets Economics Chart Book — EM industry still struggling
Global Markets > Emerging Markets Markets Chart Book — Will EM bonds continue to underperform?UK Markets > UK Markets Chart Book — Gilt yields grind lower despite UK economy’s momentumEmerging Asia Economics > Emerging Asia Economic Outlook — Steady, if unspectacular, growth aheadGlobal Markets > Developed Markets Chart Book — US stock market running out of steamLatin America Economics > Latin America Update — Venezuelan bonds in for a rough rideEuropean Economics > European Chart Book — Economic weakness spreads to GermanyGlobal Markets > Emerging Markets Capital Flows Monitor — Is foreigners’ appetite waning?Latin America Economics > Latin America Markets Monitor — Lat Am markets suffer more than most in latest EM sell-offEmerging Asia Economics > Emerging Asia Markets Monitor — Aussie and Kiwi dollars lead Asia’s currency sell-offGlobal Economics > Global Monetary Indicators Monitor — Fed ending QE3 but global policy still loose