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Global Economics > Global Central Bank Watch — What does the market turmoil mean for monetary policy?Commodities Overview > Commodities Update — Industrial commodities set for strong recovery into year-endEuropean Economics > European Data Response — Swiss GDP (Q2)Japan Economics > Japan Economics Weekly — Japan Economics WeeklyUK Markets > UK Markets Analyst — Markets shift too far towards expecting low rates to lastEmerging Asia Economics > Emerging Asia Chart Book — Foreigners head for the exitsChina Economics > China Economics Update — Little chance of a Hong Kong de-peggingLatin America Economics > Latin America Chart Book — Back in the spotlightGlobal 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 well
Global Economics > Global Trade Monitor — Trade rebound suggests world economy is down but not outEuropean Economics > European Economics Update — Will the euro’s rise stall the recovery?Emerging Asia Economics > Emerging Asia Economics Update — 1MDB scandal highlights problems that hold Malaysia backEuropean Economics > European Data Response — German Ifo Survey (Aug) & GDP Breakdown (Q2)Global Markets > Global Markets Update — Sticking with (most of) our forecasts for developed marketsGlobal Markets > Global Markets Update — Six glimmers of lightChina Economics > China Economics Update — Panic about China is overblownGlobal Markets > Global Markets Update — Why this is not a re-run of previous EM crisesEmerging Markets Economics > Emerging Markets Economics Update — Making sense of the EM sell-offEmerging Asia Economics > Emerging Asia Economics Update — Five questions and answers about the market sell-off
Emerging Europe Economics > Emerging Europe Economics Update — What does the latest fall in oil prices mean for Russia?Emerging Markets Economics > Frontier Markets Monthly Wrap — Which frontier market peg could be the next to go?Africa Economics > Africa Watch — Nigeria: Oil not the only worryCanada Economics > Canada Economics Weekly — Don’t bet on further big falls in the Canadian dollarCommodities Overview > Commodities Weekly Wrap — China panic spreadsChina Economics > China Economics Update — “National Team” strategy looking tarnishedPrecious Metals > Precious Metals Watch — A brighter future for gold pricesEmerging Asia Economics > Emerging Asia Economics Weekly — Why comparisons with the Asian financial crisis are wrongGlobal Economics > Global Economics Update — China and the SDR: fuss about nothingGlobal Markets > Global Markets Update — What next for the Norwegian krone?
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 > Global Markets Update — How at risk are equities in Japan to events in emerging Asia?Emerging Asia Economics > Emerging Asia Economics Update — Dong devaluation not part of Asian currency warGlobal Economics > Global Economics Update — Risk of deflation still confined to euro-zone and JapanPrecious Metals > Precious Metals Update — Gold price to be supported by central banks’ buyingGlobal Markets > Global Markets Update — Why this is not the Asian Financial Crisis MK2Emerging Europe Economics > Emerging Europe Economics Update — Turkish MPC strikes hawkish note, unveils new policy plansEuropean Economics > European Data Response — Euro-zone Trade (Jun.)Africa Economics > Africa Economics Update — Defending currencies ultimately futile
Commodities Overview > Commodities Weekly Wrap — China’s “devaluation” lifts precious metals pricesGlobal Markets > Global Markets Update — Rising unit labour costs a danger to the US stock marketLatin America Economics > Latin America Update — Chile and Peru still happy to hold fireGlobal Markets > Developed Markets Valuation Monitor — Where is the value in US Treasuries?Global Economics > Global Economics Update — Further thoughts on the impact of China’s exchange rate shiftEmerging Europe Economics > Emerging Europe Economics Update — Prospect of fresh elections adds to headaches for TurkeyGlobal Markets > Global Markets Update — Taking stock of EM market performance in previous RMB fallsChina Economics > China Economics Update — RMB set to stabilise as PBOC counters devaluation claimsUS Economics > US Economics Update — Will events in China force the Fed to delay US rate lift-off?Global Markets > Global Markets Update — EM markets to rebound once fears about China ease
Africa Economics > Africa Data Response — Nigeria Consumer Prices (Jul.)Emerging Asia Economics > Emerging Asia Economics Update — Talk of a fresh round of Asian "currency wars" is overblownChina Economics > China Data Response — Activity & Spending (Jul.)India Economics > India Economics Update — No need to panic over rupee sell-offChina Economics > China Economics Update — China is not declaring a “currency war”Global Markets > Developed Markets Chart Book — How has the lower oil price affected US credit spreads?Agricultural Commodities > Agricultural Commodities Update — Further fall in Brazilian real could add to sugar’s woesEmerging Markets Economics > Emerging Markets Economics Update — Spillovers to EMs from renminbi “devaluation” limitedGlobal Markets > Global Markets Update — Renminbi “devaluation” may not be such a big dealAfrica Economics > Africa Data Response — South Africa Manufacturing Output (Jun.)
China Economics > China Economics Update — Talk of major policy shift toward RMB devaluation overblownAfrica Economics > Africa Economics Update — Ugandan rate hike adds to African tightening cycleEmerging Europe Economics > Emerging Europe Data Response — Czech CPI (Jul.)Industrial Metals > Industrial Metals & Mining Watch — Solid fundamentals should support lead pricesEuropean Economics > European Economics Focus — Why hasn’t the German recovery taken off?Africa Economics > Africa Economics Update — Kenya: Rate hold does not signify end of tightening cycleGlobal Markets > Emerging Markets Markets Chart Book — Another bad month for EM currenciesEmerging Europe Economics > Emerging Europe Data Response — Russia CPI (Jul.)Latin America Economics > Latin America Chart Book — Brazil slashes its fiscal goalsChina Economics > China Markets Monitor — Cracks appear in government rescue efforts
Emerging Asia Economics > Emerging Asia Economics Weekly — Time to worry about currency weakness?Emerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies caught up in EM sell-offEmerging Asia Economics > Emerging Asia Chart Book — Bigger risks to growth in Malaysia than 1MDB scandalEmerging Europe Economics > Emerging Europe Economics Update — Ruble slump concerns CBR, but easing cycle likely to continueLatin America Economics > Latin America Markets Monitor — Currencies hover around record lowsGlobal Markets > Global Markets Update — Fed won’t spark EM sell-off today, but data may add to volatilityAfrica Economics > Africa Chart Book — African interest rates begin riseMiddle East & North Africa Economics > Middle East Markets Monitor — Gulf markets weather fall in oil pricesGlobal Markets > Emerging Markets Valuation Monitor — Another rout of EM markets not justified by valuationsEmerging Markets Economics > Emerging Markets Economics Update — No need to fret about recent currency declines
Emerging Europe Economics > Emerging Europe Markets Monitor — Ukrainian debt fears ease a little, but default still likelyEmerging Markets Economics > Frontier Markets Monthly Wrap — Frontier currencies sufferChina Economics > China Economics Update — China set for further widening of renminbi bandEmerging Europe Economics > Emerging Europe Chart Book — Greek deal brings sigh of reliefAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — The unusual exchange rate pass-throughGlobal Markets > Developed Markets Valuation Monitor — How vulnerable are US equities to tighter Fed policy?Precious Metals > Precious Metals Update — How low could gold go?Emerging Europe Economics > Emerging Europe Economics Update — How will Czech policymakers respond to the rising koruna?Australia & New Zealand Economics > Australia & New Zealand Economics Update — Heading towards 2%European Economics > European Economics Update — Is Greece’s bailout bad for the euro?
Emerging Europe Economics > Emerging Europe Economics Update — Russia’s central bank not backtracking on ruble free floatGlobal Markets > Capital Markets Analyst — Grexit or not – euro-zone equities should shineAfrica Economics > Africa Economics Update — Ghana: Not out of the woods yetPrecious Metals > Precious Metals Update — Gold to recover when higher US interest rates priced inLatin America Economics > Latin America Update — Mexico: the costs and benefits of a weaker pesoPrecious Metals > Precious Metals Update — China’s gold accumulation has further to goGlobal Economics > Global Economics Update — Labour market performance after devaluations: lessons for Greece?Japan Economics > Japan Economics Weekly — Growth to remain sluggish over medium termAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — Solving Australia’s latest confidence conundrumGlobal Markets > Global Markets Update — What next for the Aussie, Kiwi and Loonie?
Emerging Asia Economics > Emerging Asia Economic Outlook — Credit slowdown to weigh on Asian growthEuropean Economics > European Data Response — Euro-zone Trade (May)Emerging Europe Economics > Emerging Europe Economics Update — What’s behind the slump in Russian industry?China Economics > China Data Response — Lending, credit (Jun.) & FX reserves (Q2)Global Markets > Global Markets Update — Euro still likely to fall furtherAfrica Economics > Africa Economics Update — Uganda: Weak shilling prompts rate hikeAfrica Economics > Africa Watch — Kenya: Long-term outlook still positiveGlobal Markets > Emerging Markets Markets Chart Book — Equity sell-off is a Chinese, not EM, phenomenonAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — Will the lower dollar prevent further rate cuts?Emerging Europe Economics > Emerging Europe Watch — “Grexit” and the channels of potential contagion to Emerging Europe
Latin America Economics > Latin America Data Response — Mexico Consumer Prices (Jun.)Global Markets > Developed Markets Chart Book — Will the euro remain resilient in the event of a Grexit?European Economics > European Economics Update — What does Plan B for Greece look like?European Economics > European Economics Update — Is Portugal the euro-zone’s next weakest link?Middle East & North Africa Economics > Middle East Watch — Eqyptian pound has further to fallAfrica Economics > Africa Economics Update — Kenya: Another rate hike to shore up shillingEuropean Economics > European Economics Update — Swedish exports to struggle despite weaker kronaAustralia & New Zealand Economics > Australia & New Zealand Economics Update — Lower dollar won't prevent further RBA rate cutsEmerging Asia Economics > Emerging Asia Economics Update — Ringgit weakness to remain a constraint on policy in MalaysiaUK Economics > UK Economics Chart Book — Recovery in real wages looks sustainable
Emerging 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 marketsGlobal Economics > Global Economics Update — Private consumption after a currency crisis
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 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 hikesGlobal 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)