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US Economics > US Economics Weekly — Dithering Fed still waiting for perfect conditionsGlobal Economics > Global Central Bank Watch — What does the market turmoil mean for monetary policy?Global Markets > Global Markets Update — Is the value of everything really too high?European Economics > European Economics Weekly — Euro-zone’s problems lie closer to home than ChinaThis article appears in multiple services — More “good” deflation to boost consumer recoveryEuropean Economics > European Data Response — EC Business & Consumer Survey (Aug.)Commodities Overview > Commodities Update — Industrial commodities set for strong recovery into year-endJapan Economics > Japan Economics Weekly — Japan Economics WeeklyUK Markets > UK Markets Analyst — Markets shift too far towards expecting low rates to lastGlobal Markets > Global Markets Update — Will stock market upheaval deter the Fed from tightening?
Emerging Asia Economics > Emerging Asia Chart Book — Foreigners head for the exitsGlobal 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 wellUK Economics > UK Economics Update — Market turmoil gives MPC another reason to delay rate hikeChina Economics > China Economics Update — Policymakers put focus on supporting economy, not marketUK Commercial Property > UK Commercial Property Update — What does the slump in equities mean for property?Global Markets > Global Markets Update — Economic outlook doesn’t point to a bear market in US equitiesAustralia & New Zealand Economics > Australia & New Zealand Economics Update — Equity price falls don’t materially alter economic outlookMiddle East & North Africa Economics > Middle East Markets Monitor — MENA equity markets take a bruisingGlobal Markets > Global Markets Update — Sticking with (most of) our forecasts for developed markets
Global Markets > Global Markets Update — Six glimmers of lightGlobal Markets > Global Markets Update — Why this is not a re-run of previous EM crisesEmerging 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 worryThis article appears in multiple services — Consumers to remain confident despite equity routGlobal Economics > Global Economics Update — China and the SDR: fuss about nothingUK Markets > UK Economics Chart Book — Equity prices depressed by global, not UK, concernsCommodities Overview > Commodities Markets Chart Book — No respite for commodities yetGlobal Markets > Developed Markets Valuation Monitor — Where is the value in US Treasuries?Global Markets > Developed Markets Chart Book — How has the lower oil price affected US credit spreads?
China Economics > China Economics Update — Property market should shrug off equity price fallsGlobal Markets > Global Markets Update — Copper prices could eventually boost equities in Chile and PeruGlobal Markets > Emerging Markets Markets Chart Book — Another bad month for EM currenciesChina Economics > China Markets Monitor — Cracks appear in government rescue effortsEmerging 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 scandalLatin 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 volatilityMiddle 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 valuations
Emerging Europe Economics > Emerging Europe Markets Monitor — Ukrainian debt fears ease a little, but default still likelyGlobal Markets > Developed Markets Valuation Monitor — How vulnerable are US equities to tighter Fed policy?Global Markets > Capital Markets Analyst — Grexit or not – euro-zone equities should shineChina Economics > China Chart Book — Signs labour market losing some momentumUK Markets > UK Economics Chart Book — Cautious MPC still likely to wait until well into next yearEmerging Asia Economics > Emerging Asia Economic Outlook — Credit slowdown to weigh on Asian growthChina Economics > China Economics Update — Policy support to counter growth risks from property, equitiesChina Economics > China Economics Update — Growth stabilises on brokerage boom, policy easingEuropean Economics > European Data Response — Swedish Consumer Prices (Jun.)Global Markets > Global Markets Update — Euro still likely to fall further
Latin America Economics > Latin America Watch — Lat Am’s shifting relationship with ChinaGlobal Economics > Global Economics Update — Which is the greater global threat: Grexit or China?Global Markets > Emerging Markets Markets Chart Book — Equity sell-off is a Chinese, not EM, phenomenonChina Economics > China Economics Update — Why stock market gyrations don’t affect consumptionGlobal Markets > Global Markets Update — Falling equities in China unlikely to trigger a rout elsewhereGlobal Economics > Global Economics Update — Slump in Chinese equities not a big problem for world economyGlobal Markets > Developed Markets Chart Book — Will the euro remain resilient in the event of a Grexit?China Economics > China Economics Update — Leadership rattled but not reversing course on reformChina Economics > China Economics Update — China puts faith in market meddlingUK Economics > UK Economics Chart Book — Recovery in real wages looks sustainable
Global Markets > Emerging Markets Valuation Monitor — Valuations suggest another currency slump is unlikelyGlobal Markets > Global Markets Update — Sterling devaluations & UK equities – implications for GreeceIndia 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 marketsEmerging Asia Economics > Emerging Asia Markets Monitor — Asian markets remain calm about "Grexit" threatChina Economics > China Economics Update — What can policymakers do now?China Economics > China Economics Update — Economic downside from equity collapse underappreciatedPrecious Metals > Precious Metals Data Response — China’s gold imports (May)Latin America Economics > Latin America Markets Monitor — Lat Am markets shrug off threat of Fed hikes
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 tighteningGlobal Markets > Global Markets Update — On the relative valuation of US equities and bondsLatin America Economics > Latin America Chart Book — Lat Am markets shrug off threat of Fed hikesIndia 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 — Fed tightening unlikely to trigger a re-run of 1994 EM crashGlobal Markets > Global Markets Update — How would euro-zone equities fare after a “Grexit”?Middle East & North Africa Economics > Middle East Economic Outlook — Gulf countries weathering the storm, but growth to weaken
Global Markets > Global Markets Update — A macroeconomic approach to US stock market valuationGlobal 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 newsMiddle East & North Africa Economics > Middle East Watch — Optimism over opening up of Saudi’s stock market seems overdoneGlobal Markets > Global Markets Update — Would it be a big deal if A-shares were included in the MSCI?Emerging Europe Economics > Emerging Europe Economic Outlook — Prospects divergeGlobal Markets > Developed Markets Chart Book — Surge in German Bund yields unlikely to lastEuropean Economics > European Chart Book — Outlook for periphery’s exporters is improvingUK Economics > UK Economics Chart Book — Reviving investment helping economy to rebalanceGlobal Markets > Global Markets Focus — Will lower profit margins derail the US stock market?
Commodities Overview > Commodities Weekly Wrap — Dollar strength weighs on commodities (again)Precious Metals > Precious Metals Update — End of bull market in Chinese equities would help goldChina Economics > China Markets Monitor — Equities on a rollercoasterEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies fall, bond yields riseGlobal 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 rallyLatin America Economics > Latin America Markets Monitor — Markets in Brazil and Colombia suffer fresh fallsGlobal Markets > Emerging Markets Capital Flows Monitor — What next for the MSCI EM Asia Index?Africa Economics > Africa Markets Monitor — African markets shrug off weak economic news
China Economics > China Chart Book — Property to remain a drag despite stronger salesEmerging Markets Economics > Frontier Markets Monthly Wrap — Low oil prices a challenge for key frontier marketsIndia Economics > India Markets Monitor — Equities retreat on domestic concernsEuropean Economics > European Economics Update — Should the ECB be happy with the first 10 weeks of QE?Global Markets > Emerging Markets Markets Chart Book — How will EM corporate spreads react to higher US rates?Global Markets > Global Markets Update — Is a rise in Treasury yields a threat to the US stock market?Latin America Economics > Latin America Economic Outlook — Recovery stalls as Brazil suffers renewed downturnGlobal Markets > Developed Markets Chart Book — Fresh euro weakness should buoy German equitiesGlobal 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 long
Global Markets > Capital Markets Analyst — Will tighter Fed policy rattle the markets?Global Markets > Global Markets Update — Renewed yen weakness and Nikkei strength lie aheadEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies regain lost groundChina Economics > China Markets Monitor — New account openings add fire to rally in equitiesGlobal Markets > Emerging Markets Valuation Monitor — How stretched is the valuation of China’s stock market?Global Markets > Emerging Markets Capital Flows Monitor — What’s been driving up the MSCI EM Asia Index?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 twist
Emerging Markets Economics > Emerging Markets Economics Chart Book — EM growth sinks as BRICs woes deepenUK Markets > UK Markets Chart Book — Markets underestimating potential election impactGlobal Markets > Global Markets Update — Will the rally in emerging market equities continue?India Economics > India Markets Monitor — Equity rally losing steamUK Economics > UK Economics Update — Election set to have bigger market impact than previous onesGlobal Markets > Global Markets Update — Greek crisis still threatens global marketsGlobal Markets > Emerging Markets Markets Chart Book — Sun to continue shining on EM equitiesChina Economics > China Economics Update — Equity boom propping up GDP growth, for nowGlobal 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 slack
Global Markets > Developed Markets Chart Book — US corporate bonds should weather Fed tighteningChina Economics > China Watch — Policymakers still have plenty of ammunitionGlobal Markets > Emerging Markets Valuation Monitor — Will Russia’s sovereign credit spread keep falling?Global Economics > Global Economics Update — ECB trumps Bank of Japan?Emerging Markets Economics > Emerging Markets Economic Outlook — In the footsteps of the Fed?Global Markets > Global Markets Update — Markets still under-pricing “Grexit” risksLatin America Economics > Latin America Markets Monitor — Currency rout rules out further policy easingEmerging Asia Economics > Emerging Asia Markets Monitor — Currencies and equity markets drop backAfrica Economics > Africa Markets Monitor — Markets unfazed by Nigeria election so farChina Economics > China Markets Monitor — Chinese equities surge to seven-year high
Middle East & North Africa Economics > Middle East Markets Monitor — Yemen crisis weighs on region’s equity marketsEuropean Economics > European Economics Weekly — Euro-zone consumers look ready to start spendingLatin 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 perspectiveGlobal Markets > Emerging Markets Capital Flows Monitor — Investors regain their appetite for EM assetsUS Economics > US Chart Book — Slump in productivity growth could be pivotalMiddle East & North Africa Economics > Middle East Chart Book — Saudi Arabia refuses to budgeEmerging Asia Economics > Emerging Asia Chart Book — Exports take a turn for the worseIndia Economics > India Markets Monitor — Fed policy unlikely to have major impact on rupeeGlobal Markets > Global Markets Update — What to make of the Fed’s new projections