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Global Markets > Global Markets Update — Is the value of everything really too high?UK Markets > UK Markets Analyst — Markets shift too far towards expecting low rates to lastEmerging Europe Economics > Emerging Europe Economics Update — Ukraine’s debt restructuring deal only a small step forwardEuropean Economics > European Economics Update — Danish bond issuance restarts, but rate hikes a long way offGlobal Markets > Emerging Markets Valuation Monitor — Equity valuations no longer stretched after August sell-offEmerging Europe Economics > Emerging Europe Markets Monitor — Central Europe weathers EM sell-off wellGlobal Markets > Global Markets Update — Sticking with (most of) our forecasts for developed marketsEmerging Markets Economics > Frontier Markets Monthly Wrap — Which frontier market peg could be the next to go?Precious Metals > Precious Metals Watch — A brighter future for gold pricesGlobal Economics > Global Economics Update — China and the SDR: fuss about nothing
Global Markets > Global Markets Update — Still room for revision of rate expectations in EM bond marketUK Markets > UK Economics Chart Book — Equity prices depressed by global, not UK, concernsGlobal Markets > Developed Markets Valuation Monitor — Where is the value in US Treasuries?Global Markets > Global Markets Update — How vulnerable are US Treasuries to banks’ waning demand?Global Markets > Developed Markets Chart Book — How has the lower oil price affected US credit spreads?Middle East & North Africa Economics > Middle East Watch — What to make of Saudi Arabia’s return to the bond market?Global Markets > Emerging Markets Markets Chart Book — Another bad month for EM currenciesChina Economics > China Markets Monitor — Cracks appear in government rescue effortsGlobal Markets > Global Markets Update — Ratings downgrade wouldn’t cause Brazilian bond yields to spikeEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies caught up in EM sell-off
Latin America Economics > Latin America Markets Monitor — Currencies hover around record lowsGlobal Markets > Emerging Markets Valuation Monitor — Another rout of EM markets not justified by valuationsAfrica Economics > Africa Economics Update — Zambia: New Eurobond raises regional debt concernsGlobal Markets > Global Markets Update — US Treasuries remain vulnerable to tighter Fed policyGlobal Markets > Developed Markets Valuation Monitor — How vulnerable are US equities to tighter Fed policy?Precious Metals > Precious Metals Update — How low could gold go?Global Markets > Capital Markets Analyst — Grexit or not – euro-zone equities should shineUK Markets > UK Economics Chart Book — Cautious MPC still likely to wait until well into next yearEmerging Asia Economics > Emerging Asia Economic Outlook — Credit slowdown to weigh on Asian growthGlobal Markets > Global Markets Update — Euro still likely to fall further
European Economics > European Economics Update — Would OMTs contain post-Grexit contagion?Global Markets > Emerging Markets Markets Chart Book — Equity sell-off is a Chinese, not EM, phenomenonUS Economics > US Economics Update — Is Puerto Rico the next Greece?Global Markets > Global Markets Update — What next for EMBI+ junk bonds?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 hikesIndia 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 news
Emerging 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 newsGlobal 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 economy
Global 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 yieldsGlobal 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 concerns
UK 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 PreviewGlobal 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 deepen
UK 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 talk
Global 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 far
Middle 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 note
Latin 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 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?