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China 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 falls
Global 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 lastGlobal Markets > Global Markets Update — Which currencies are fundamentally misaligned?India Economics > India Markets Monitor — Equities retreat on domestic concerns
European 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 stayGlobal 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 remain
Japan 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 shillingUK 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 election
Agricultural 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 Turkey
Middle 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 GDPLatin 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 equities
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 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 Q1
Latin 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 back
Africa 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 stageUS 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 budge
Emerging 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 rupeeCommodities 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 long
UK 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 offGlobal Markets > Developed Markets Valuation Monitor — Will the New Zealand dollar remain overvalued?UK Markets > UK Markets Analyst — Political risks may check sterling’s rallyEmerging Europe Economics > Emerging Europe Markets Monitor — Ukrainian bonds fall further as debt talks startEmerging Markets Economics > Emerging Markets Economics Update — How worried should we be about the strong dollar?China Economics > China Chart Book — Policymakers strike sanguine note
Commodities Overview > Commodities Weekly Wrap — Commodity prices wilt in face of surging dollarLatin America Economics > Latin America Data Response — Mexico Industrial Production (Jan.)European Economics > European Economics Weekly — Now is the euro low enough?UK Economics > UK Economics Weekly — Is the pound riding for a fall?Emerging Asia Economics > Emerging Asia Economics Weekly — Rupiah weakness is unlikely to revive Indonesia’s economyLatin America Economics > Latin America Update — Currency concerns prevent interest rate cut in PeruUK Markets > UK Markets Chart Book — Strong pound masks emerging election concernsLatin America Economics > Latin America Update — Currencies unlikely to go into freefallGlobal Economics > Global Economics Update — Should we worry about dollar strength?European Economics > European Economics Focus — Will Greece & deflation re-ignite the euro-zone crisis?
Global Markets > Global Markets Update — A selection of our key callsEuropean Economics > European Economics Update — How low will the euro go?Global Markets > Emerging Markets Markets Chart Book — Fragile EM currencies set for further weaknessEmerging Markets Economics > Emerging Markets Economics Update — Assessing the fallout from the EM currency slumpCommodities Overview > Commodities Update — Can commodity prices resist further dollar strength?Emerging Markets Economics > Emerging Markets Economics Update — Fragile five whittled down to threeGlobal Markets > Developed Markets Chart Book — Swiss franc’s recent depreciation unlikely to lastEmerging Markets Economics > Emerging Markets Financial Risk Monitor — Venezuela in crisis, but EM risks generally lowThis article appears in multiple services — Misery index on track for 50-year lowEuropean Economics > European Chart Book — Deflationary pressures remain intense
Emerging Europe Economics > Emerging Europe Economics Update — Ruble rally largely explained by oil reboundAustralia & New Zealand Economics > Australia & New Zealand Economics Update — 10 key calls on Australia and New ZealandGlobal Markets > Emerging Markets Valuation Monitor — Time for EM equities to shine?Emerging Asia Economics > Emerging Asia Economics Weekly — Where next for Indonesia’s current account?UK Economics > UK Economics Weekly — Is a recovery in exports finally underway?Emerging Asia Economics > Emerging Asia Markets Monitor — Asian equity markets continue good runAfrica Economics > Africa Chart Book — Delay to Nigeria’s election puts naira under pressureChina Economics > China Markets Monitor — Funding costs set to fallLatin America Economics > Latin America Markets Monitor — Brazilian real hits weakest level in a decadeAfrica Economics > Africa Economics Update — Kenyan interest rates held, but will rise within 12 months
European Economics > European Economics Update — Has the tide turned for the Danish krone?Latin America Economics > Latin America Chart Book — Latin America has turned a corner, but recovery is unevenAfrica Economics > Africa Markets Monitor — Election worries hit NigeriaIndia Economics > India Economics Focus — Improvement in balance of payments position here to stayEmerging Europe Economics > Emerging Europe Markets Monitor — Markets brush off concerns over GreeceEuropean Economics > European Economics Update — A parallel currency is not the solution for GreeceEuropean Economics > European Economics Weekly — More on the rising risk and effects of a GrexitGlobal Economics > Global Economics Update — Risk of “Grexit” casts a shadow over global growth prospectsGlobal Markets > Global Markets Update — Will sterling’s renewed strength be maintained?