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Emerging 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 intenseEmerging Europe Economics > Emerging Europe Economics Update — Ruble rally largely explained by oil reboundAustralia & New Zealand Economics > Australia & New Zealand Economics Update — 10 keys 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 pressure
China 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 monthsEuropean 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 Grexit
Global 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?US Economics > US Economics Weekly — Dip into deflation will be briefGlobal Markets > Developed Markets Valuation Monitor — Sterling’s strength unlikely to lastEmerging Markets Economics > Emerging Markets Economics Chart Book — Regional inflation heading in opposite directionsGlobal Economics > Global Economics Update — What would be the global fallout if Greece left the euro?US Housing > US Housing Market Data Response — Housing Starts (Jan.)India Economics > India Markets Monitor — Rupee continues to outperformEmerging Europe Economics > Emerging Europe Economics Update — What has been behind capital flight from Russia?Latin America Economics > Latin America Focus — Venezuela’s currency crisis: a primer
Agricultural Commodities > Agricultural Commodities Update — Strong dollar likely to dent US soybean exportsEuropean Economics > European Economics Weekly — Time is running out for GreeceEuropean Commercial Property > Euro-zone Commercial Property Chart Book — Record-breaking quarter for euro-zone investmentJapan Economics > Japan Economics Update — Concerns about yen unlikely to prevent more BoJ easingGlobal Economics > Global Economics Update — Don’t expect China, Russia or the US to save GreeceEuropean Economics > European Economics Update — How would Greece leave the euro?Global Markets > Emerging Markets Markets Chart Book — What’s behind the EMBI Global spread?Emerging Europe Economics > Emerging Europe Economics Update — IMF package brings Ukraine back from the brinkEuropean Economics > European Economics Update — Does Greece still need a weaker currency?Emerging Markets Economics > Emerging Markets Economics Update — Which EMs are most at risk from dollar strength?
UK Markets > UK Markets Chart Book — Rate hike could still come sooner than markets thinkChina Economics > China Economics Focus — Five key questions about the renminbiEmerging Europe Economics > Emerging Europe Watch — What to make of the latest currency moves in Central EuropeAgricultural Commodities > Agricultural Commodities Markets Monitor — Positive sentiment towards agriculturals fadesEmerging Europe Economics > Emerging Europe Economics Update — Turkey caught in currency crosswindsEmerging Europe Economics > Emerging Europe Economics Update — Oil prices to determine interest rate moves in RussiaEuropean Economics > European Chart Book — Modest recovery continues despite Greek crisisAfrica Economics > Africa Watch — African Eurobond debts manageable, for nowIndustrial Metals > Industrial Metals Chart Book — Metals prove resistantGlobal Markets > Developed Markets Chart Book — Equity rally to shift from euro-zone to Japan
US Economics > US Data Response — ISM Manufacturing Index (Jan.)Emerging Asia Economics > Emerging Asia Markets Monitor — Asian equity markets make winning start to 2015Global Markets > Capital Markets Analyst — Are very low bond yields here to stay?China Economics > China Markets Monitor — Equities hit choppy watersEuropean Commercial Property > European Commercial Property Updates — How much further will Moscow rental values fall?India Economics > India Economics Update — Rupee strength supports case for policy looseningGlobal Economics > Global Economics Update — More to cheer than fear from “currency wars”Emerging Europe Economics > Emerging Europe Economics Update — How big a buffer do Russia’s FX reserves provide?Global Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?Middle East & North Africa Economics > Middle East Economic Updates — Fall in Egyptian pound has further to run
Global Markets > Global Markets Update — Are markets too sanguine about contagion from Greece?Africa Economics > Africa Markets Monitor — Naira remains under pressureGlobal Markets > Global Markets Update — Will the ECB’s QE keep the euro under pressure?China Economics > China Chart Book — Renminbi strength puts exporters under pressureJapan Economics > Japan Economics Update — Impact of weaker yen on export volumes remains elusiveEmerging Europe Economics > Emerging Europe Economics Update — Ruble crisis to force larger Russian bank recapitalisationsMiddle East & North Africa Economics > Middle East Chart Book — Egypt’s economy comes back into the spotlightGlobal Economics > Global Trade Monitor — Plunge in oil prices to transform global trade balancesEmerging Europe Economics > Emerging Europe Markets Monitor — ECB QE provides modest bump to marketsThis article appears in multiple services — Euro-zone QE largely positive for UK
Emerging Asia Economics > Emerging Asia Economics Weekly — Does Singapore’s currency regime still suit its needs?Latin America Economics > Latin America Markets Monitor — Falling commodity prices weigh on marketsEuropean Economics > European Economics Update — Danish central bank needs to do more to defend euro pegGlobal Economics > Global Economic Outlook — Oiling the wheelsGlobal Markets > Emerging Markets Capital Flows Monitor — Investors’ enthusiasm for EM assets should returnEuropean Economics > European Economic Outlook — Crisis 2.0?China Economics > China Economics Update — How durable is the Hong Kong peg?India Economics > India Markets Monitor — Markets buoyed by RBI’s early rate cutEuropean Commercial Property > European Commercial Property Updates — How will the Swiss franc’s appreciation affect property?Middle East & North Africa Economics > Middle East Economic Updates — Egyptian pound to fall further as central bank loosens its grip
China Economics > China Economics Update — How much does today’s slide in Shanghai matter?Global Markets > Developed Markets Valuation Monitor — Swiss franc most overvalued DM currency after surge?European Economics > European Economics Weekly — SNB move is a heavy blow for the Swiss economyEmerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeGlobal Markets > Global Markets Update — Some market implications of the SNB's change in policyUK Markets > UK Markets Chart Book — Gilt yields hit new lows on growth, not deflation, concernsEuropean Economics > European Economics Update — Sustained franc strength will hit Swiss economy hardGlobal Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?US Economics > US Economics Update — What would keep the Fed on hold?Emerging Europe Economics > Emerging Europe Economics Update — Russia: market tensions ease, but recession looms large
Latin America Economics > Latin America Update — Ominous signs from Lat Am current accountsUS Economics > US Economics Weekly — Market moves provide a further fillip to growthGlobal Markets > Developed Markets Chart Book — Low oil price drives up US high-yield corporate spreadsEuropean Economics > European Chart Book — Deflation will last longer this timeGlobal Markets > Global Markets Update — Will capital flows put further pressure on the euro?European Economics > European Economics Update — Euro weakness set to be sustainedEuropean Economics > European Economics Update — Grexit dangers darken euro-zone outlookUK Markets > UK Markets Chart Book — Yields on Gilts and Treasuries continue to decoupleGlobal Markets > Emerging Markets Valuation Monitor — Oil price collapse lowers Russian ruble’s fair valueGlobal Economics > Global Economics Update — A selection of key calls for 2015 and beyond
Global Markets > Emerging Markets Capital Flows Monitor — Oil price slide prompts withdrawal from emerging marketsEmerging Europe Economics > Emerging Europe Chart Book — Russia spirals into crisisChina Economics > China Markets Monitor — Renminbi reverses courseGlobal Economics > Global Policy Watch — What role for exchange rate ceilings?Global Markets > Global Markets Focus — How will the outlook for monetary policy affect the markets?Emerging Asia Economics > Emerging Asia Economics Weekly — What to expect in Asia in 2015Emerging Europe Economics > Emerging Europe Economics Update — The Russia crisis: one chart to watchChina Economics > China Chart Book — Rate surge puts PBOC in a bindJapan Economics > Japan Economics Weekly — What should we expect in 2015?Emerging Markets Economics > Emerging Markets Economics Update — How will sustained low oil prices affect EM currencies?
Global Markets > Developed Markets Valuation Monitor — Is the Norwegian krone now undervalued?Latin America Economics > Latin America Update — Taking stock of the latest currency sell-offEmerging Europe Economics > Emerging Europe Economics Update — Instant reaction to Putin’s press conferenceEmerging Asia Economics > Emerging Asia Markets Monitor — Rough end to the year for Asian marketsEmerging Europe Economics > Emerging Europe Economics Update — Lessons from 1998Global Markets > Global Markets Update — Is the Russian ruble “extremely undervalued”?Emerging Europe Economics > Emerging Europe Economics Update — Central Bank of Russia takes steps to limit fallout from ruble crisisEmerging Europe Economics > Emerging Europe Economics Update — Where to watch for signs of stress in Russia’s banksIndia Economics > India Economics Update — RBI unlikely to panic over rupee sell-offAfrica Economics > Africa Chart Book — Naira and rand in the firing line
Global Economics > Global Economics Update — The global impact of Russia’s crisis (revisited)European Economics > European Economics Update — What will ECB QE do to the euro?Emerging Europe Economics > Emerging Europe Economics Update — What next for Russia?India Economics > India Markets Monitor — Markets raise expectations of rate cutsGlobal Markets > Global Markets Update — Will frontier market equities continue to underperform?Africa Economics > Africa Markets Monitor — Currencies continue to tumbleEmerging Europe Economics > Emerging Europe Economics Update — Will the ruble’s collapse trigger capital controls in Russia?Middle East & North Africa Economics > Middle East Markets Monitor — Gulf equities: big falls now happened, but sharp rebound unlikelyAfrica Economics > Africa Data Response — Nigeria Consumer Prices (Nov.)Canada Economics > Canada Economics Weekly — Slump in oil prices leaves housing looking even more exposed
Emerging Europe Economics > Emerging Europe Markets Monitor — Ruble sell-off sparks fears of more radical policy actionGlobal Markets > Emerging Markets Markets Chart Book — Are EM corporate bonds really that vulnerable?European Economics > European Economics Update — SNB will need to act against the franc very soonLatin America Economics > Latin America Update — Argentine debt settlement increasingly unlikely before 2016Emerging Europe Economics > Emerging Europe Watch — How likely is a Ukrainian default?Latin America Economics > Latin America Markets Monitor — Drop in oil price hits Colombia’s financial marketsEmerging Markets Economics > Emerging Markets Financial Risk Monitor — External debt unlikely to spur widespread stressGlobal Markets > Developed Markets Chart Book — US Treasury yields set to rise as Fed tightensEuropean Economics > European Economics Weekly — ECB must deliver on QE to push euro lowerEmerging Markets Economics > Emerging Markets Economics Update — Will Fed hikes trigger another leg down for EM currencies?
Latin America Economics > Latin America Watch — Falling oil prices open the door to rate cuts in MexicoGlobal Markets > Emerging Markets Valuation Monitor — Turkish lira to remain overvalued despite fall in oil pricesEmerging Europe Economics > Emerging Europe Economics Update — Russia’s 2015 budget assumptions already look out of dateCommodities Overview > Commodities Update — Price of cocoa to fall further as the market remains well-suppliedEmerging Europe Economics > Emerging Europe Economics Update — What to make of the ruble’s latest tumbleEmerging Asia Economics > Emerging Asia Markets Monitor — Limited impact from Chinese rate cutChina Economics > China Markets Monitor — Equities surge following rate cutEuropean Economics > European Economics Weekly — Has the euro fallen far enough?Global Markets > Emerging Markets Capital Flows Monitor — Are investors set to flee emerging market assets?China Economics > China Chart Book — PBOC may be resuming FX intervention