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Africa Economics > Africa Markets Monitor — Markets regain some composure after Q1 routUK Markets > UK Markets Chart Book — Gilt yields defy strong economic newsGlobal Markets > Developed Markets Valuation Monitor — Is there a bubble in the US tech sector?China Economics > China Economics Update — A new route for foreigners to invest in China’s equitiesGlobal Markets > Emerging Markets Markets Chart Book — Emerging market equities back in favourGlobal Markets > Developed Markets Chart Book — Is US corporate credit risk becoming mispriced?Global Markets > Emerging Markets Valuation Monitor — Will credit spreads continue to fall in Latin America?China Economics > China Markets Monitor — Liquidity tightens againEmerging Asia Economics > Emerging Asia Markets Monitor — A mixed month for Asian currenciesLatin America Economics > Latin America Markets Monitor — Markets steady after January rout
Global Markets > Global Markets Focus — Stock market implications of Corporate America's internationalisationEmerging Europe Economics > Emerging Europe Markets Monitor — Russian markets suffer as Ukraine crisis deepensEmerging Asia Economics > Emerging Asia Economics Update — Optimism over India’s elections may be misplacedGlobal Markets > Global Markets Update — US rate expectations have further to riseAfrica Economics > Africa Markets Monitor — Currencies continue to tumbleUK Markets > UK Markets Chart Book — UK equities still not benefiting from the economic recoveryGlobal Markets > Developed Markets Valuation Monitor — New Zealand kiwi likely to remain overvaluedGlobal Markets > Global Markets Update — Are markets complacent about Ukraine?Global Markets > Emerging Markets Markets Chart Book — Investors’ appetite returns, but is fussyGlobal Markets > Global Markets Update — Winners and losers from safe-haven demand
This article appears in multiple services — What the crisis in Ukraine could mean for the rest of the worldGlobal Markets > Developed Markets Chart Book — Italy’s and Spain’s sovereign credit spreads fall furtherGlobal Markets > Global Markets Update — What will be the wider fallout from conflict in Ukraine?China Economics > China Markets Monitor — Renminbi hit by a policy waveGlobal Markets > Emerging Markets Valuation Monitor — Are equities in Latin America still overvalued?UK Markets > UK Markets Analyst — Monetary policy to remain a support for asset pricesEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies rebound, rupiah leads the wayGlobal Markets > Global Markets Update — Weaker euro should help euro-zone equities to outperformGlobal Markets > Emerging Markets Capital Flows Monitor — Some calm returns after January’s exodusLatin America Economics > Latin America Markets Monitor — Calm returns to Lat. Am. markets
Africa Economics > Africa Markets Monitor — EM currency turmoil spreads to AfricaEmerging Europe Economics > Emerging Europe Markets Monitor — Ukraine's political crisis takes a heavy toll on the marketsGlobal Markets > Global Markets Update — Outlook for US equities is brighter than for bondsGlobal Markets > Developed Markets Valuation Monitor — Relative valuation of Japanese equities at 30-year lowGlobal Markets > Global Markets Focus — How does economic reform affect emerging market assets?UK Markets > UK Markets Chart Book — New guidance fails to refocus gilt market on UK outlookGlobal Markets > Global Markets Update — Stock market valuation – should we adjust for payout policy?Japan Economics > Japan Chart Book — Equity market slump unlikely to derail the recoveryGlobal Markets > Emerging Markets Markets Chart Book — Emerging market assets suffer further lossesGlobal Markets > Global Markets Focus — Making sense of the equity sell-off
Global Markets > Developed Markets Chart Book — A strong start to 2014 for US TreasuriesGlobal Markets > Global Markets Update — Is it right to blame Fed tapering for the EM sell-off?China Economics > China Markets Monitor — A bitter end to the year of the snakeGlobal Markets > Emerging Markets Valuation Monitor — Are emerging market currencies now undervalued?Middle East & North Africa Economics > Middle East Markets Monitor — Egyptian financial markets rally on hopes for political stabilityEmerging Asia Economics > Emerging Asia Markets Monitor — Asia escaping the worst of recent EM turmoilMiddle East & North Africa Economics > Middle East Chart Book — MENA financial markets shrug off broader EM concernsGlobal Markets > Emerging Markets Capital Flows Monitor — Are we seeing a re-run of the summer sell-off?Africa Economics > Africa Markets Monitor — Rand plunges to five-year lowGlobal Markets > Capital Markets Analyst — Beyond the taper
Latin America Economics > Latin America Markets Monitor — A sluggish start to 2014UK Markets > UK Markets Chart Book — Gilts shrug off falling unemploymentCanada Economics > Canada Economics Weekly — Canada no longer the safe haven it wasGlobal Markets > Developed Markets Valuation Monitor — Are euro-zone government bonds favourably valued?Emerging Asia Economics > Emerging Asia Economic Outlook — China to slow, but faster growth elsewhereGlobal Markets > Global Markets Update — Would structural reform reinvigorate EM stock markets?Global Markets > Global Markets Update — The global implications of further monetary easing in JapanGlobal Markets > Global Markets Update — Our key market calls for 2014This article appears in multiple services — Falling unemployment unlikely to prompt rate hikeGlobal Markets > Global Markets Update — Is the CAPE signalling a bubble in US equities?
Global Markets > Emerging Markets Valuation Monitor — Turkish lira comes under fireMiddle East & North Africa Economics > Middle East Markets Monitor — Egyptian stocks soar to post-Arab Spring highEmerging Asia Economics > Emerging Asia Markets Monitor — Asian markets shrug off Fed taperingChina Economics > China Markets Monitor — China’s equities slump, market rates surgeEmerging Europe Economics > Emerging Europe Markets Monitor — A rollercoaster month for Ukraine’s financial marketsLatin America Economics > Latin America Markets Monitor — Markets to come under renewed pressure in 2014Africa Economics > Africa Markets Monitor — Rand set to weaken further next yearGlobal Markets > Global Markets Update — FTSE 100 to outperform next yearGlobal Markets > Global Markets Update — New forecasts for emerging market bonds and equitiesUK Markets > UK Markets Chart Book — UK markets struggling to hear MPC's dovish message
Global Markets > Emerging Markets Markets Chart Book — Is Fed tapering now priced in?European Economics > European Chart Book — Weak growth & strong euro keep pressure on ECBThis article appears in multiple services — Inflation easing despite stronger recoveryGlobal Markets > Developed Markets Chart Book — Sterling’s strength is unlikely to lastChina Economics > China Markets Monitor — China’s equities rebound, bond yields surgeGlobal Markets > Emerging Markets Valuation Monitor — Optimism surrounding Argentina may be overdoneGlobal Markets > Global Markets Update — Does the low valuation of UK equities make them appealing?Middle East & North Africa Economics > Middle East Markets Monitor — Dubai equities hit five-year high as World Expo vote loomsEmerging Asia Economics > Emerging Asia Markets Monitor — Asian markets see renewed volatilityAfrica Economics > Africa Markets Monitor — Currencies likely to face renewed pressure
Emerging Europe Economics > Emerging Europe Markets Monitor — Russian and Turkish markets continue to underperformGlobal Markets > Global Markets Update — Is slowing globalisation a threat to the US stock market?UK Markets > UK Markets Analyst — Stronger growth and low rates support UK marketsGlobal Markets > Emerging Markets Capital Flows Monitor — Bonds continue to be shunnedGlobal Markets > Global Markets Update — More downside for yen and upside for Japanese equitiesLatin America Economics > Latin America Markets Monitor — Fresh falls in Latin American currenciesGlobal Markets > Global Markets Update — Will rising corporate bond yields put pressure on US equities?Global Markets > Emerging Markets Markets Chart Book — Renewed underperformance from EM equitiesGlobal Markets > Global Markets Focus — Market implications of financial repressionUK Markets > UK Markets Chart Book — US outlook still the key influence on gilt yields
Global Markets > Developed Markets Chart Book — Equities boosted by debt-ceiling resolutionGlobal Markets > Global Markets Update — Will the Fed taper be a game-changer?Global Markets > Global Markets Update — Limited upside for the US stock marketGlobal Markets > Emerging Markets Valuation Monitor — Is the South African rand really undervalued?Global Markets > Capital Markets Analyst — Which assets will prove resilient to Fed tapering?China Economics > China Markets Monitor — China’s equities fall, market rates riseMiddle East & North Africa Economics > Middle East Markets Monitor — Bond markets buoyed by delay to Fed “taper”Emerging Asia Economics > Emerging Asia Markets Monitor — Asian markets see small risesEmerging Europe Economics > Emerging Europe Markets Monitor — Emerging European markets outperform other EMsGlobal Markets > Global Markets Update — Will the euro-zone recovery lift equity earnings?
Latin America Economics > Latin America Markets Monitor — Surge in Argentine equities is not all good newsAfrica Economics > Africa Markets Monitor — Debut dollar bond issues still likely to go aheadGlobal Markets > Developed Markets Valuation Monitor — Core Europe now viewed as safer than the USUK Markets > UK Markets Chart Book — Worries about the US debt ceiling support giltsGlobal Markets > Emerging Markets Markets Chart Book — The Brazilian real bounces backGlobal Markets > Global Markets Update — Markets remain sanguine about risks of US defaultChina Economics > China Economics Update — Can Shanghai become a global financial centre?This article appears in multiple services — Nikkei set to outperform againGlobal Markets > Developed Markets Chart Book — US Treasuries shrug off debt ceiling crisisGlobal Markets > Global Markets Update — Will emerging market equities continue to recover?
Middle East & North Africa Economics > Middle East Markets Monitor — Equity markets rebound on back of Syria deal & Fed decisionGlobal Markets > Emerging Markets Valuation Monitor — Regional divergence in stock market valuationsGlobal Markets > Global Markets Update — Market implications of yet another US debt-ceiling crisisEmerging Asia Economics > Emerging Asia Markets Monitor — Emerging Asia Markets Monitor (Sep.)Global Markets > Global Markets Update — The market implications of the FOMC's attitude to taperingGlobal Markets > Global Markets Update — Are European equities really undervalued?Global Markets > Developed Markets Valuation Monitor — Portuguese government bonds come under fireGlobal Markets > Emerging Markets Markets Chart Book — Emerging market equities stop underperformingUK Markets > UK Markets Chart Book — 10-year gilt yields hit 3% as markets disregard guidanceGlobal Markets > Global Markets Update — Accounting for stock market overvaluation
Global Markets > Developed Markets Chart Book — Government bonds decouple, but for how long?Global Markets > Developed Markets Chart Book — Gilt yields surgeUK Markets > UK Markets Analyst — Gilts may yet decouple from TreasuriesMiddle East & North Africa Economics > Middle East Markets Monitor — Latest unrest has muted impact on Egyptian marketsGlobal Markets > Global Markets Update — Prospects for Emerging European equities are Poles apartLatin America Economics > Latin America Markets Monitor — Currencies back in the firing lineEmerging Europe Economics > Emerging Europe Markets Monitor — Coming through the EM sell-off relatively unscathedGlobal Markets > Emerging Markets Capital Flows Monitor — The floodgates re-open … at least temporarilyGlobal Markets > Global Markets Update — Does it still make sense to rotate out of bonds into equities?Global Markets > Developed Markets Valuation Monitor — Low valuations fuel euro-zone outperformance
Global Markets > Global Markets Update — Yen’s recovery likely to be temporaryUK Markets > UK Markets Chart Book — Forward guidance is already helping to anchor gilt yieldsGlobal Markets > Emerging Markets Markets Chart Book — Emerging market assets regain some poiseGlobal Markets > Global Markets Update — Stock market implications of capitalising intellectual propertyGlobal Markets > Capital Markets Analyst — Is the worst now over for "risky" assets?Global Markets > Emerging Markets Valuation Monitor — Dollar-denominated bonds continue to languishChina Economics > China Markets Monitor — Interest rate liberalisation hurts financial stocksAfrica Economics > Africa Markets Monitor — Calm after the stormMiddle East & North Africa Economics > Middle East Markets Monitor — Early market optimism in Egypt already starting to fadeLatin America Economics > Latin America Markets Monitor — Markets steady following Q2 rout
Emerging Europe Economics > Emerging Europe Markets Monitor — Markets recovering from June’s sell-offEmerging Asia Economics > Emerging Asia Chart Book — Bottoming out?UK Markets > UK Markets Chart Book — Overseas developments continue to drive the gilt marketGlobal Markets > Emerging Markets Markets Chart Book — Some tentative signs of stabilisationGlobal Markets > Global Markets Focus — Is the underperformance of EM equities set to continue?Global Markets > Developed Markets Chart Book — Fed policy outlook shakes stock marketsChina Economics > China Markets Monitor — Financial stocks lead slumpEmerging Markets Economics > Emerging Markets Economics Update — Market turmoil unlikely to cause EMs to slow via wealth effectsGlobal Markets > Global Markets Update — How far can the Bank of Japan's QE replace the Fed's?Global Markets > Emerging Markets Valuation Monitor — Will lower valuations tempt investors back?