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Africa Economics > Africa Markets Monitor — Markets regain some composure after Q1 routUK Markets > UK Markets Chart Book — Gilt yields defy strong economic newsChina Economics > China Economics Focus — A Chinese hard landing: Which Asian countries are most at risk?China Economics > China Data Response — Lending, credit (Mar.) & FX reserves (Q1)Global Markets > Developed Markets Valuation Monitor — Is there a bubble in the US tech sector?Global Markets > Emerging Markets Markets Chart Book — Emerging market equities back in favourGlobal Markets > Global Markets Update — Better second half in store for the NikkeiGlobal Markets > Developed Markets Chart Book — Is US corporate credit risk becoming mispriced?Global Markets > Global Markets Update — Is the Aussie dollar heading down under?Global Markets > Emerging Markets Valuation Monitor — Will credit spreads continue to fall in Latin America?
China 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 — Do capital flows explain the euro's strength?Latin America Economics > Latin America Update — Venezuela: SICAD2 is another false dawnGlobal Markets > Emerging Markets Capital Flows Monitor — When will the selling end?Emerging Europe Economics > Emerging Europe Markets Monitor — Russian markets suffer as Ukraine crisis deepensGlobal Markets > Global Markets Update — Euro's strength against the US dollar unlikely to lastLatin America Economics > Latin America Update — Currency sell-off sees Colombia overtake ArgentinaEmerging Europe Economics > Emerging Europe Economics Update — Winners and losers from the ruble’s fall
Global Markets > Global Markets Update — US rate expectations have further to riseAfrica Economics > Africa Markets Monitor — Currencies continue to tumbleChina Economics > China Chart Book — Hand of People’s Bank seen in currency fallCanada Economics > Canada Economics Update — Quebec might do better with its own currencyUK Markets > UK Markets Chart Book — UK equities still not benefiting from the economic recoveryGlobal Markets > Global Markets Update — The kiwi can fly! New Zealand dollar to remain highGlobal Markets > Developed Markets Valuation Monitor — New Zealand kiwi likely to remain overvaluedEmerging Asia Economics > Emerging Asia Economics Weekly — Inflation in Emerging Asia to remain subduedChina Economics > China Economics Update — Are China’s exporters struggling to compete?Global Markets > Emerging Markets Markets Chart Book — Investors’ appetite returns, but is fussy
Global Markets > Developed Markets Chart Book — Italy’s and Spain’s sovereign credit spreads fall furtherEuropean Economics > European Chart Book — Euro-zone consumers yet to join the recoveryGlobal Markets > Global Markets Update — What will be the wider fallout from conflict in Ukraine?Japan Economics > Japan Economics Weekly — Competitive gains from weak yen fail to materialiseChina Economics > China Markets Monitor — Renminbi hit by a policy waveEmerging Europe Economics > Emerging Europe Economics Update — Taking stock of the recent drop in the rubleAfrica Economics > Africa Chart Book — EM turbulence spreads to AfricaUK 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 wayChina Economics > China Economics Update — Wider currency band is not the goal
Global Markets > Global Markets Update — Weaker euro should help euro-zone equities to outperformLatin America Economics > Latin America Markets Monitor — Calm returns to Lat. Am. marketsChina Economics > China Economics Update — More volatility ahead for the renminbiEmerging Asia Economics > Emerging Asia Economics Weekly — India and Indonesia – not so fragile?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 marketsEmerging Markets Economics > Emerging Markets Economics Update — What next for “frontier” currencies?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 outlookMiddle East & North Africa Economics > Middle East Economic Updates — Could devaluations be on the cards in the non-oil economies?
Japan Economics > Japan Chart Book — Equity market slump unlikely to derail the recoveryGlobal Markets > Emerging Markets Markets Chart Book — Emerging market assets suffer further lossesEmerging Asia Economics > Emerging Asia Economics Update — Rupee stability key to relaxation of India’s gold import curbsLatin America Economics > Latin America Update — BCRA can’t keep up intervention for longEuropean Economics > European Economics Update — Slide in Norwegian krone may not be over yetLatin America Economics > Latin America Update — Colombia: BANREP to allow further peso weaknessCanada Economics > Canada Economics Update — Canadian dollar still too high to energise economyEmerging Europe Economics > Emerging Europe Economics Update — What next for the hryvnia?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
Emerging Europe Economics > Emerging Europe Chart Book — Market turmoil highlights region’s differencesEmerging Europe Economics > Emerging Europe Economics Update — Will Russia become the next EM to come under fire?Middle East & North Africa Economics > Middle East Economic Updates — IMF deals and Gulf aid spare MENA’s non-oil producersAfrica Economics > Africa Economics Update — Taking stock of the SARB’s surpriseGlobal Markets > Emerging Markets Valuation Monitor — Are emerging market currencies now undervalued?Global Markets > Global Markets Update — How to interpret the Nikkei-yen correlationMiddle 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 turmoilGlobal Markets > Global Markets Update — Can EM equities shrug off rising Treasury yields?Latin America Economics > Latin America Update — Venezuela is unlikely to follow Argentina’s lead
Emerging Europe Economics > Emerging Europe Markets Monitor — Turkey and Russia hit hard by the EM sell-offAfrica Economics > Africa Economics Update — South Africa: assessing the impact of the mining sector strikesGlobal Markets > Global Markets Update — Fall-out from emerging market instability should be short-livedGlobal Markets > Emerging Markets Capital Flows Monitor — Are we seeing a re-run of the summer sell-off?Latin America Economics > Latin America Update — Where next for the Argentine peso?Canada Economics > Canada Economics Weekly — Canadian dollar due for a temporary bounceAfrica 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 unemployment
Canada Economics > Canada Economics Weekly — Canada no longer the safe haven it wasEmerging Europe Economics > Emerging Europe Economics Update — Assessing the threat from Turkish corporate FX debtGlobal Markets > Developed Markets Valuation Monitor — Are euro-zone government bonds favourably valued?Emerging Asia Economics > Emerging Asia Economic Outlook — China to slow, but faster growth elsewhereEmerging Europe Economics > Emerging Europe Watch — What does 2014 hold in store for Emerging Europe?Japan Economics > Japan Economics Update — Undervaluation unlikely to prevent further yen weaknessGlobal Markets > Global Markets Update — Our key market calls for 2014This article appears in multiple services — Falling unemployment unlikely to prompt rate hikeEmerging Europe Economics > Emerging Europe Economics Update — Fall in the lira may trigger Turkish rate hikeChina Economics > China Economics Update — Large-scale currency intervention set to continue
Global 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 taperingChina 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 2014Global Markets > Emerging Markets Capital Flows Monitor — Prospect of Fed tapering prompts some capital flightUS Economics > US Chart Book — Retail sales growth acceleratingAfrica Economics > Africa Markets Monitor — Rand set to weaken further next yearUK Markets > UK Markets Chart Book — UK markets struggling to hear MPC's dovish message
Global Markets > Emerging Markets Markets Chart Book — Is Fed tapering now priced in?European Economics > European Economics Update — ECB can’t count on Fed tapering to weaken the euroCanada Economics > Canada Economics Weekly — Weaker Canadian dollar no panacea for economic bluesCanada Economics > Canada Economics Weekly — Weaker Canadian dollar no panacea for economic bluesGlobal Markets > Global Markets Update — Will sterling’s strength be sustained?Emerging Europe Economics > Emerging Europe Economics Update — Ukraine: currency crisis seems a bigger threat than debt defaultEuropean 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 lastGlobal Markets > Global Markets Update — Aussie dollar likely to come under further pressure
China 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 pressureEmerging Europe Economics > Emerging Europe Markets Monitor — Russian and Turkish markets continue to underperformMiddle East & North Africa Economics > Middle East Economic Updates — How credible are the region’s exchange rate pegs?UK Markets > UK Markets Analyst — Stronger growth and low rates support UK marketsGlobal Markets > Emerging Markets Capital Flows Monitor — Bonds continue to be shunned
Emerging Markets Economics > Emerging Markets Economics Update — Stepping back from the EM currency rollercoasterGlobal Markets > Global Markets Update — More downside for yen and upside for Japanese equitiesAfrica Economics > Africa Economics Update — Trade deficit revisions won’t take rand out of firing lineLatin America Economics > Latin America Markets Monitor — Fresh falls in Latin American currenciesEmerging Markets Economics > Emerging Markets Economics Update — Exchange rates to frame EM monetary policy in near termGlobal Markets > Emerging Markets Markets Chart Book — Renewed underperformance from EM equitiesUK Markets > UK Markets Chart Book — US outlook still the key influence on gilt yieldsEmerging Europe Economics > Emerging Europe Economics Update — Czech Bank pulls the trigger on unconventional easingGlobal Markets > Developed Markets Chart Book — Equities boosted by debt-ceiling resolutionGlobal Markets > Global Markets Update — Will the Fed taper be a game-changer?
Canada Economics > Canada Economics Weekly — Canadian dollar's descent not overGlobal 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 risesGlobal Markets > Global Markets Update — Don't write off the dollarLatin America Economics > Latin America Update — Brazilian real has further to fallEmerging 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 news
Africa Economics > Africa Markets Monitor — Debut dollar bond issues still likely to go aheadEmerging Markets Economics > Emerging Markets Economics Update — External positions a concern not just for “BIITS”Global Markets > Emerging Markets Capital Flows Monitor — Equities back in favourAfrica Economics > Africa Watch — Why South Africa needs a weaker randGlobal Markets > Developed Markets Valuation Monitor — Core Europe now viewed as safer than the USUK Markets > UK Markets Chart Book — Worries about the US debt ceiling support giltsGlobal Markets > Emerging Markets Markets Chart Book — The Brazilian real bounces backChina Economics > China Economics Update — People’s Bank accelerates its foreign exchange purchasesGlobal Markets > Developed Markets Chart Book — US Treasuries shrug off debt ceiling crisisEmerging Markets Economics > Emerging Markets Economics Update — Quick-fire reforms won’t prevent renewed taper-turbulence