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UK Economics > UK Economics Chart Book — Recovery in real wages looks sustainableEmerging Asia Economics > Emerging Asia Economics Weekly — Is there an end in sight to the export slowdown?European Economics > European Economics Update — Greece has room to grow outside the euroJapan Economics > Japan Economics Weekly — Would Grexit matter for Japan?Global Markets > Emerging Markets Valuation Monitor — Valuations suggest another currency slump is unlikelyGlobal Markets > Global Markets Update — Sterling devaluations & UK equities – implications for GreeceEuropean Economics > European Economics Update — Sweden’s Riksbank boosts stimulus to weaken kronaIndia Economics > India Economics Update — Market stability highlights improvement in external positionChina Economics > China Markets Monitor — Echoes of 2007Africa Economics > Africa Markets Monitor — Domestic factors dominate African markets
Global Economics > Global Economics Update — Private consumption after a currency crisisGlobal 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 upUK Markets > UK Markets Analyst — Markets right to expect slow monetary tighteningChina Economics > China Economics Update — Scrapping the loan-to-deposit ratio won’t boost bank lendingAfrica Economics > Africa Economics Update — Nigeria: Further FX restrictions a worrying signLatin America Economics > Latin America Chart Book — Lat Am markets shrug off threat of Fed hikes
Global Markets > Global Markets Update — What explains the recovery in the euro?India Economics > India Markets Monitor — Rupee likely to weaken only graduallyGlobal Markets > Developed Markets Valuation Monitor — Treasuries vulnerable to a reassessment of Fed policyGlobal Markets > Global Markets Update — New forecasts for US TreasuriesGlobal Economics > Global Economics Update — Reviewing the lessons from past devaluationsEuropean Economics > European Economics Update — SNB has more work to do in its fight against the francGlobal Markets > Global Markets Update — Further big falls in EM currencies unlikely, but expect volatilityEuropean Economics > European Data Response — Euro-zone Industrial Production (Apr.)Global Markets > Global Markets Update — A selection of our key calls (advanced economies)Global 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 newsAfrica Economics > Africa Economics Update — Kenya hikes rates to shore up shillingLatin America Economics > Latin America Watch — What next for crisis-stricken Venezuela?UK Consumer > UK Consumer Update — Has food price inflation reached a trough?European Economics > European Economics Update — Spain’s trio of economic tailwinds to fadeEmerging Europe Economics > Emerging Europe Economic Outlook — Prospects divergeGlobal Markets > Developed Markets Chart Book — Surge in German Bund yields unlikely to lastUK Economics > UK Economics Weekly — What scope does Osborne have to smooth the cuts?Japan Economics > Japan Economics Update — Will the government stop the yen from weakening further?European Economics > European Chart Book — Outlook for periphery’s exporters is improving
Africa Economics > Africa Economics Update — Kenya: shilling weakness no cause for panicEmerging Asia Economics > Emerging Asia Economics Update — Weak yen not to blame for Korean export woesChina Economics > China Markets Monitor — Equities on a rollercoasterEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies fall, bond yields riseEuropean Economics > European Data Response — Swiss GDP (Q1)Australia & 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 rallyEmerging Europe Economics > Emerging Europe Economics Focus — Is the worst really over for Russia?
Global Markets > Global Markets Update — Renewed dollar strength has further to goLatin America Economics > Latin America Markets Monitor — Markets in Brazil and Colombia suffer fresh fallsGlobal Economics > Global Economics Focus — China and the SDR: a storm in a basketGlobal Economics > Global Trade Monitor — Slowdown in world trade growth not as bad as it looksAfrica Economics > Africa Markets Monitor — African markets shrug off weak economic newsEuropean Economics > European Economics Weekly — Stronger German recovery depends on export revivalGlobal Markets > Global Markets Update — Yen to fall to 140 against the US dollarGlobal Markets > Developed Markets Valuation Monitor — Will the yen remain undervalued?China Economics > China Chart Book — Property to remain a drag despite stronger salesAustralia & New Zealand Economics > Australia & New Zealand Chart Book — Dollar divergence won’t last
Emerging Markets Economics > Frontier Markets Monthly Wrap — Low oil prices a challenge for key frontier marketsGlobal Markets > Global Markets Update — Which currencies are fundamentally misaligned?India Economics > India Markets Monitor — Equities retreat on domestic concernsEuropean Economics > European Data Response — Euro-zone Trade (Mar.) & Consumer Prices (Apr.)India Economics > India Economics Update — Two years after the taper tantrum: how does India fare now?European Economics > European Economics Update — Greek IOUs may be the first step towards the exitUK Markets > UK Markets Chart Book — Sterling vulnerable to renewed dollar weaknessEuropean Economics > European Economics Update — Iceland: An example for Greece to follow?Latin America Economics > Latin America Economic Outlook — Recovery stalls as Brazil suffers renewed downturnMiddle East & North Africa Economics > Middle East Focus — Why the Gulf’s dollar pegs are here to stay
Global Markets > Developed Markets Chart Book — Fresh euro weakness should buoy German equitiesCommodities Overview > Commodities Data Response — US Employment Report (Apr.)Global Markets > Global Markets Update — UK election eases political uncertainty, but sterling risks remainJapan Economics > Japan Economics Weekly — Bank of Japan will have to ease more before too longGlobal Markets > Capital Markets Analyst — Will tighter Fed policy rattle the markets?Australia & New Zealand Economics > Australia & New Zealand Economics Focus — Budget Preview: Disappointing as well as “dull”Emerging Europe Economics > Emerging Europe Economics Update — Czech MPC turns a little less dovishEmerging Asia Economics > Emerging Asia Economics Update — Vietnam’s dong devaluation not about export competitivenessEuropean Economics > European Economics Update — Policy unchanged in Norway, but rate cut still on the cardsAfrica Economics > Africa Economics Update — Kenya: why oil prices have provided little support for shilling
UK Consumer > UK Economics Chart Book — Few signs of election uncertainty undermining recoveryEuropean Economics > European Chart Book — Euro-zone outperformance will be short-livedGlobal Markets > Global Markets Update — Four reasons to worry about the UK electionAgricultural Commodities > Agricultural Commodities Watch — Agricultural prices facing more US dollar headwindsAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — The RBA’s dilemma laid bareGlobal Markets > Global Markets Update — Renewed yen weakness and Nikkei strength lie aheadIndia Economics > India Economics Update — Rupee weakness unlikely to concern policymakersEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies regain lost groundChina Economics > China Markets Monitor — New account openings add fire to rally in equitiesEmerging Asia Economics > Emerging Asia Economics Weekly — How fragile is Malaysia?
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 twistEuropean Economics > European Data Response — Euro-zone Flash PMIs (Apr.)Emerging 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 steamEuropean Economics > European Economics Update — Can Greece default and stay in the euro?Emerging Markets Economics > Emerging Markets Economics Update — The implications of a fall in EM dollar GDP
Latin America Economics > Latin America Update — Reasons to remain upbeat on MexicoGlobal Markets > Global Markets Update — Greek crisis still threatens global marketsGlobal Markets > Emerging Markets Markets Chart Book — Sun to continue shining on EM equitiesGlobal 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 slackEmerging Europe Economics > Emerging Europe Economics Update — Making sense of the ruble rallyPrecious Metals > Precious Metals Update — Dollar strength alone is a poor reason to dismiss goldLatin America Economics > Latin America Watch — Strong dollar unlikely to trigger a re-run of Lat Am crisesEuropean Economics > European Data Response — Euro-zone Industrial Production (Feb.)European Economics > European Data Response — Italian Industrial Production (Feb.)
Canada Economics > Canada Economics Weekly — Weaker currency will partly cushion hit from low oil pricesEuropean Economics > European Economics Weekly — Oil and euro boosts to growth will fade next yearChina Economics > China Economics Update — Outbound FDI won't eclipse inward FDI any time soonGlobal Economics > Global Economics Chart Book — Global growth to recover after weak Q1Latin America Economics > Latin America Update — Big falls in the Brazilian real are probably behind usGlobal Markets > Developed Markets Chart Book — US corporate bonds should weather Fed tighteningGlobal Markets > Emerging Markets Valuation Monitor — Will Russia’s sovereign credit spread keep falling?Global Economics > Global Economics Update — ECB trumps Bank of Japan?India Economics > RBI Watch — RBI won’t need to follow the FedEmerging Markets Economics > Emerging Markets Economic Outlook — In the footsteps of the Fed?
Global Markets > Global Markets Update — Markets still under-pricing “Grexit” risksEuropean Economics > European Chart Book — Consumers drive the recoveryLatin 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 marketsEmerging Asia Economics > Emerging Asia Economics Update — Is a weak rupiah a threat to Indonesia?Latin America Economics > Latin America Chart Book — Currency sell-off puts paid to further policy looseningGlobal Markets > Global Markets Update — The dollar and the US stock market – a historical perspectiveAfrica Economics > Africa Chart Book — Nigerian politics take centre stage
US Economics > US Chart Book — Slump in productivity growth could be pivotalEmerging Europe Economics > Emerging Europe Chart Book — Central Europe shaping up well at the start of 2015European Economics > European Data Response — German Ifo Survey (Mar.)Middle East & North Africa Economics > Middle East Chart Book — Saudi Arabia refuses to budgeEmerging Asia Economics > Emerging Asia Economics Update — Currency strength one reason Asian rates will stay low, for nowEmerging Asia Economics > Emerging Asia Chart Book — Exports take a turn for the worseGlobal Markets > Global Markets Update — Too soon to call the turn in the dollarEuropean Economics > European Economics Weekly — Greece still hanging by a threadEmerging Markets Economics > Emerging Markets Economics Update — Currency weakness concentrated in low-saving EMsIndia Economics > India Markets Monitor — Fed policy unlikely to have major impact on rupee
Commodities Overview > Commodities Markets Chart Book — Stronger dollar dominatesCommodities Overview > Commodities Update — Fed tightening still a near-term threat, but can be offsetGlobal Markets > Global Markets Update — What to make of the Fed’s new projectionsEuropean Economics > European Economics Update — SNB will have to act against the franc before longUK Commercial Property > UK Commercial Property Update — Will the stronger pound undermine hotel returns?European Economics > European Economics Update — Krona’s rise forces Sweden’s Riksbank to ease policy againEuropean Economics > European Data Response — Euro-zone Trade & Construction (Jan.)Africa Economics > Africa Outlook — A difficult year aheadMiddle East & North Africa Economics > Middle East Economic Updates — Floating currencies in the Gulf a long way off