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Latin America Economics > Latin America Chart Book — Brazil slashes its fiscal goalsChina Economics > China Markets Monitor — Cracks appear in government rescue effortsEmerging 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 prices
Global 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 declinesEmerging 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 term
Australia & 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, phenomenon
Australia & 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 EuropeLatin 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 cuts
Emerging 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 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 2007
Africa Economics > Africa Markets Monitor — Domestic factors dominate African marketsGlobal 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 sign
Latin 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)
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 improvingAfrica 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 rally
Emerging 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 sales
Australia & New Zealand Economics > Australia & New Zealand Chart Book — Dollar divergence won’t lastEmerging 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 downturn
Middle 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 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 cards
Africa 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 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 equities
Emerging 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?