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Africa Economics > Africa Markets Monitor — African markets shrug off weak economic newsChina Economics > China Chart Book — Property to remain a drag despite stronger salesIndia 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
UK Markets > UK Markets Analyst — Political risks may check sterling’s rallyChina Economics > China Chart Book — Policymakers strike sanguine noteUK Markets > UK Markets Chart Book — Strong pound masks emerging election concernsGlobal Markets > Global Markets Update — A selection of our key callsGlobal Markets > Emerging Markets Markets Chart Book — Fragile EM currencies set for further weaknessUK Housing > UK Housing Market Monthly — Housing market activity showing some signs of lifeEmerging Markets Economics > Emerging Markets Financial Risk Monitor — Venezuela in crisis, but EM risks generally lowGlobal Markets > Global Markets Update — What next for India’s financial markets?This article appears in multiple services — Misery index on track for 50-year lowEuropean Economics > European Chart Book — Deflationary pressures remain intense
Global Markets > Emerging Markets Valuation Monitor — Time for EM equities to shine?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 pressureChina Economics > China Markets Monitor — Funding costs set to fallLatin America Economics > Latin America Markets Monitor — Brazilian real hits weakest level in a decadeGlobal Markets > Emerging Markets Capital Flows Monitor — Investors shrug off risks from GreeceGlobal Markets > Global Markets Update — What next for the US stock market?UK Economics > UK Economics Update — Is the FTSE 100 still a bellwether for the UK economy?Africa Economics > Africa Markets Monitor — Election worries hit NigeriaEmerging Europe Economics > Emerging Europe Markets Monitor — Markets brush off concerns over Greece
Global Markets > Developed Markets Valuation Monitor — Sterling’s strength unlikely to lastGlobal Markets > Global Markets Update — Growing risk of Greek exit under-priced in global marketsIndia Economics > India Markets Monitor — Rupee continues to outperformGlobal Markets > Emerging Markets Markets Chart Book — What’s behind the EMBI Global spread?UK Markets > UK Markets Chart Book — Rate hike could still come sooner than markets thinkEuropean Economics > European Chart Book — Modest recovery continues despite Greek crisisGlobal Markets > Global Markets Update — Is there more upside for equities in Japan than in the euro-zone?Global Markets > Developed Markets Chart Book — Equity rally to shift from euro-zone to JapanEmerging 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 watersMiddle East & North Africa Economics > Middle East Markets Monitor — Egyptian equities hit seven-year high, pound fallsGlobal Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?Africa Economics > Africa Markets Monitor — Naira remains under pressureChina Economics > China Chart Book — Renminbi strength puts exporters under pressureEmerging Europe Economics > Emerging Europe Markets Monitor — ECB QE provides modest bump to marketsLatin America Economics > Latin America Markets Monitor — Falling commodity prices weigh on marketsGlobal 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?
India Economics > India Markets Monitor — Markets buoyed by RBI’s early rate cutChina 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?Emerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeUK Markets > UK Markets Chart Book — Gilt yields hit new lows on growth, not deflation, concernsGlobal Markets > Global Markets Update — Would euro-zone equities benefit from QE?Global Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?Global Markets > Developed Markets Chart Book — Low oil price drives up US high-yield corporate spreadsEuropean Economics > European Chart Book — Deflation will last longer this timeUK Markets > UK Markets Chart Book — Yields on Gilts and Treasuries continue to decouple
Global 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 beyondGlobal Markets > Emerging Markets Capital Flows Monitor — Oil price slide prompts withdrawal from emerging marketsChina Economics > China Markets Monitor — Renminbi reverses courseGlobal Markets > Global Markets Focus — How will the outlook for monetary policy affect the markets?China Economics > China Chart Book — Rate surge puts PBOC in a bindJapan Economics > Japan Economics Weekly — What should we expect in 2015?Global Markets > Developed Markets Valuation Monitor — Is the Norwegian krone now undervalued?Emerging 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 markets
Middle East & North Africa Economics > Middle East Economic Updates — What does the fall in oil prices mean for Dubai’s debts?Emerging Europe Economics > Emerging Europe Economics Update — What does the crisis in Russia mean for CEE?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 tumbleUK Markets > UK Markets Analyst — Super-low gilt yields unwarranted by economic outlookMiddle East & North Africa Economics > Middle East Markets Monitor — Gulf equities: big falls now happened, but sharp rebound unlikelyGlobal Markets > Global Markets Update — How would prolonged deflation affect euro-zone equities?US Economics > US Economics Weekly — Small-cap equities may not lag behind for longEmerging Europe Economics > Emerging Europe Markets Monitor — Ruble sell-off sparks fears of more radical policy action
Global Markets > Emerging Markets Markets Chart Book — Are EM corporate bonds really that vulnerable?European Economics > European Economics Update — What will be the fall-out from the latest Greek crisis?Emerging Markets Economics > Emerging Markets Economics Update — Differentiation key to navigating EM sell offLatin America Economics > Latin America Markets Monitor — Drop in oil price hits Colombia’s financial marketsGlobal Markets > Developed Markets Chart Book — US Treasury yields set to rise as Fed tightensChina Economics > China Economics Update — What is behind the surge in Shanghai equities?Global Markets > Emerging Markets Valuation Monitor — Turkish lira to remain overvalued despite fall in oil pricesEmerging Asia Economics > Emerging Asia Markets Monitor — Limited impact from Chinese rate cutChina Economics > China Markets Monitor — Equities surge following rate cutGlobal Markets > Emerging Markets Capital Flows Monitor — Are investors set to flee emerging market assets?
China Economics > China Chart Book — PBOC may be resuming FX interventionEmerging Europe Economics > Emerging Europe Markets Monitor — Ruble sell-off eases, while Ukraine’s bonds slumpMiddle East & North Africa Economics > Middle East Markets Monitor — Gulf equities take another tumbleLatin America Economics > Latin America Markets Monitor — Currencies continue to lose groundIndia Economics > India Chart Book — Investors gain confidence in reform outlookEmerging Markets Economics > Emerging Markets Economics Update — How will QE in Japan and the euro-zone affect EMs?Global Markets > Global Markets Update — Will the yen bounce back?UK Markets > UK Markets Chart Book — MPC may not wait as long as markets expectGlobal Markets > Developed Markets Valuation Monitor — Is the CAPE giving a false signal about euro-zone equities?Africa Economics > Africa Markets Monitor — Nigerian naira under fire
Global Markets > Global Markets Update — Yen to fall to 140 against the US dollarGlobal Markets > Emerging Markets Markets Chart Book — Brighter times should lie ahead for EM equitiesGlobal Markets > Global Markets Update — Why is cheaper oil not boosting the S&P 500 more?Commodities Overview > Commodities Update — Lower production estimates won’t stop grain prices fallingChina Economics > China Economics Update — How big a deal is the Shanghai Connect scheme?Global Markets > Global Markets Update — Is there still value in Japanese equities?Global Markets > Developed Markets Chart Book — After a wobble, US equities post another record highGlobal Markets > Global Markets Update — Is the strong dollar a threat to the US stock market?Global Markets > Capital Markets Analyst — Bubble in US Treasuries should deflate soonThis article appears in multiple services — New leverage rules should not impede recovery in lending