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Japan Economics > Japan Economics Weekly — Which sector is gaining most from the weaker yen?China Economics > China Inflation Monitor — Inflation to remain low – but positiveEuropean Economics > European Data Response — German & French Industrial Production (Sep.)This article appears in multiple services — Industrial Production (Sep.)This article appears in multiple services — Significant slowdown still looks unlikelyEuropean Economics > European Data Response — Euro-zone Retail Sales (Sep.) & Final PMIs (Oct.)Emerging Markets Economics > Emerging Markets Economics Update — Export-oriented manufacturers faring wellLatin America Economics > Latin America Data Response — Brazil Industrial Production (Sep.)UK Commercial Property > UK Commercial Property Data Response — CIPS/Markit Construction PMI (Oct.)Middle East & North Africa Economics > Middle East Data Response — Whole Economy PMIs (Oct.)
Global Economics > Global Economics Update — Manufacturing PMIs point to slightly weaker growth in OctoberUS Economics > US Data Response — ISM Manufacturing Index (Oct.)Latin America Economics > Latin America Data Response — Brazil & Mexico Manufacturing PMIs (Oct.)This article appears in multiple services — Markit/CIPS Report on Manufacturing (Oct.)Africa Economics > Africa Data Response — South Africa Manufacturing PMI (Oct.)Emerging Europe Economics > Emerging Europe Data Response — Manufacturing PMIs (Oct.)Emerging Asia Economics > Emerging Asia Economics Update — PMIs weaken in most of AsiaChina Economics > China Data Response — Manufacturing PMIs (Oct.)Global Markets > Capital Markets Analyst — Bubble in US Treasuries should deflate soonThis article appears in multiple services — Cooling housing market won’t freeze the recovery
European Economics > European Economics Weekly — Banking sector recovery still appears fragileEuropean Economics > European Data Response — Euro-zone EC Survey (Oct.)Middle East & North Africa Economics > Middle East Chart Book — Little reaction in the Gulf to fall in oil pricesChina Economics > China Chart Book — Bank lending under pressure from new deposit rulesEuropean Commercial Property > European Commercial Property Updates — Falling vacancy points to Brussels industrial rental growthJapan Economics > Japan Data Response — Industrial Production (Sep.)US Economics > US Data Response — Durable Goods (Sep.)European Economics > European Data Response — German Ifo Survey (Oct.)Latin America Economics > Latin America Update — Argentine economy slumps following defaultEmerging Europe Economics > Emerging Europe Chart Book — Renewed weakness in Germany hits Central Europe
Japan Economics > Japan Economics Weekly — How much damage would a delay in the tax hike do?Global Economics > Global Economics Update — PMIs suggest that global growth fears are overdoneThis article appears in multiple services — CBI Industrial Trends Survey (Oct & Q4.)European Economics > European Data Response — Euro-zone Flash PMIs (Oct.)China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Oct.)Japan Economics > Japan Data Response — Flash Manufacturing PMI (October)China Economics > China Data Response — Q3 GDP & September Activity DataCanada Economics > Canada Economics Weekly — Decline in oil prices still no major threatEuropean Economics > European Economics Focus — How bad is Belgium’s competitiveness problem?US Economics > US Economics Weekly — Market moves leave Fed with a tricky balancing act
Emerging Europe Economics > Emerging Europe Economics Update — Russian activity data flattered by working day effectsUK Economics > UK Quarterly Review — Working nine to nine?US Economics > US Data Response — Industrial Production (Sep.) & Philly Fed (Oct.)US Economics > US Data Response — Retail Sales (Sep.), Empire State (Oct.) & PPI (Sep.)European Economics > European Data Response — Euro-zone Industrial Production (Aug.) & German ZEW (Oct.)European Economics > European Economic Outlook — Stalled recovery adds to pressure on policymakersUK Markets > UK Economics Weekly — Is the FTSE’s fall signalling a slowdown?European Economics > European Economics Weekly — Germany needs more stimulus for its own sakeUS Economics > US Economics Weekly — Drop in yields and oil price trump higher dollarEmerging Markets Economics > Emerging Markets Economics Chart Book — EM industry still struggling
Africa Economics > Africa Watch — Weaker currencies add to need for tighter monetary policyThis article appears in multiple services — Industrial Prod. (Aug.) & BoE Credit Conditions Survey (Q3)Middle East & North Africa Economics > Middle East Economic Updates — Non-oil sectors in the Gulf performing wellJapan Economics > Japan Economics Update — BoJ not yet ready to expand stimulusEuropean Economics > European Data Response — German Industrial Production (Aug.)This article appears in multiple services — Is the recovery running out of steam?US Economics > US Economics Weekly — US recovery relatively immune to global slowdownEmerging Markets Economics > Emerging Markets Economics Update — BRIC economies the main drag on EM manufacturingJapan Economics > Japan Economics Weekly — Is Japan back in recession?European Economics > European Data Response — Euro-zone Retail Sales (Aug.) & Final PMIs (Sep.)
UK Markets > UK Data Response — CIPS/Markit Report on Services (Sep.)US Economics > US Data Response — ISM Manufacturing Index (Sep.)US Economics > US Economics Update — iPhone 6 release won’t be a plus for the economyLatin America Economics > Latin America Update — Brazilian industry under pressure, but Mexico is on the upChina Economics > China Watch — Property to remain a drag despite looser mortgage controlsThis article appears in multiple services — Markit/CIPS Report on Manufacturing (Sep.)Africa Economics > Africa Economics Update — SA PMI points to recovery, but manufacturing still sluggishEmerging Europe Economics > Emerging Europe Economics Update — Manufacturing PMIs point to activity stabilisingEmerging Asia Economics > Emerging Asia Economics Update — Manufacturing recovery losing momentumChina Economics > China Data Response — Official Manufacturing PMI (Sep.)
Japan Economics > Japan Data Response — Tankan (Q3)Emerging Europe Economics > Emerging Europe Chart Book — Currency sell-off highlights divisions in rate outlookEmerging Europe Economics > Emerging Europe Economics Update — Romania cuts rates, probably the last in the easing cycleJapan Economics > Japan Data Response — Small Business Confidence (Sep.)Japan Economics > Japan Data Response — Retail Sales, Industrial Production & Unemployment (Aug.)Africa Economics > Africa Chart Book — South Africa comes back into the firing lineEuropean Economics > European Economics Weekly — Euro's drop doesn't let ECB off the hookEmerging Asia Economics > Emerging Asia Economics Weekly — Which countries stand to gain most from lower oil prices?This article appears in multiple services — Take fiscal pledges with a pinch of saltUS Economics > US Economics Weekly — Inflation outlook has not changed
Latin America Economics > Latin America Chart Book — Growth concerns come to the foreJapan Economics > Japan Economics Weekly — Tankan could deliver a positive surpriseUS Economics > US Data Response — Durable Goods (Aug.)European Economics > European Economics Focus — Finland set to lag behind Nordic neighboursMiddle East & North Africa Economics > Middle East Chart Book — Egypt's economic recovery gathers paceEuropean Economics > European Data Response — German Ifo Survey (Sep.)Japan Economics > Japan Data Response — Flash Manufacturing PMI (September)Emerging Asia Economics > Emerging Asia Chart Book — What is behind the recent currency weakness?European Economics > European Data Response — Euro-zone Flash PMIs (Sep.)China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Sep.)
China Economics > China Activity Monitor — China's growth slowing to five-year low in Q3US Economics > US Economics Weekly — Private sector debt growth acceleratesChina Economics > China Chart Book — More targeted support for small firmsEmerging Europe Economics > Emerging Europe Economics Update — Russia’s economy continues to stagnateEmerging Markets Economics > Emerging Markets Economics Chart Book — EM currencies suffer further losesUS Economics > US Data Response — Industrial Production (Aug.)European Economics > European Economics Update — Vote of confidence to offer limited hope for FranceChina Economics > China Economics Update — Healthy labour market keeping policymakers calmCanada Economics > Canada Economics Weekly — Higher capacity utilisation rate overstates economic conditionsUS Economics > US Economics Weekly — Rising dollar reflects economic strength
Emerging Asia Economics > Emerging Asia Economics Update — Weak Indian data bolster calls to cut rates soonEuropean Economics > European Data Response — Euro-zone Industrial Production (Jul.)Latin America Economics > Latin America Update — Mexican industry to drive outperformance of the economyEmerging Europe Economics > Emerging Europe Watch — Euro-zone more to blame for Q2 slowdown than UkraineChina Economics > China Data Response — Consumer & Producer Prices (Aug.)This article appears in multiple services — Industrial Production & Trade (Jul.)Canada Economics > Canada Economics Weekly — Canadian auto sector an unlikely growth sourceJapan Economics > Japan Data Response — Economy Watchers Survey (Aug.)European Economics > European Data Response — Euro-zone GDP Breakdown (Q2) & German IP (Jul.)Emerging Asia Economics > Emerging Asia Economics Weekly — Property price bubbles a key risk
Emerging Europe Economics > Emerging Europe Economic Outlook — Emerging Europe Economic OutlookJapan Economics > Japan Economics Weekly — Wage growth likely to slow againEmerging Markets Economics > Emerging Markets Economics Update — Export-focused EM manufacturers are outperformingEuropean Economics > European Data Response — Euro-zone Retail Sales (Jul.) & Final PMIs (Aug.)This article appears in multiple services — CIPS/Markit Report on Services (Aug.) & GDP RevisionsMiddle East & North Africa Economics > Middle East Economic Updates — Egypt’s economic recovery continuesGlobal Economics > Global Economics Update — Gulf between US and euro-zone widens furtherLatin America Economics > Latin America Update — Brazil manufacturing may stagnate in Q3, but no rapid reboundThis article appears in multiple services — CIPS/Markit Report on Manufacturing (Aug.)Africa Economics > Africa Economics Update — South African PMI picks up but manufacturing still weak
Emerging Europe Economics > Emerging Europe Economics Update — August’s PMIs suggest growth in Central Europe slowed furtherEmerging Asia Economics > Emerging Asia Economics Update — Manufacturing recovery intact, but headwinds persistChina Economics > China Data Response — Manufacturing PMIs (Aug.)Japan Economics > Japan Data Response — Capital Expenditure (Q2)US Economics > US Economics Weekly — Is Yellen’s new labour index any good?Japan Economics > Japan Data Response — Consumer Prices, Unemployment, Industrial Production & Retail Sales (July)China Economics > China Watch — On the cusp of another slowdown?Latin America Economics > Latin America Chart Book — Mexico turning the cornerMiddle East & North Africa Economics > Middle East Chart Book — Dubai's GREs slowly tackling their debt problemsUS Economics > US Chart Book — A stronger and more widespread recovery
US Economics > US Data Response — Durable Goods (Jul.)Middle East & North Africa Economics > Middle East Economic Updates — Morocco: slump in agriculture doesn’t dampen positive outlookJapan Economics > Japan Data Response — Small Business Confidence (Aug.)European Economics > European Economics Weekly — Is recent euro-zone weakness down to the Ukraine crisis?US Economics > US Economics Weekly — Recovery in small business lending to gather paceJapan Economics > Japan Economics Weekly — How much of a threat is “hollowing out”?Global Economics > Global Economics Update — Global economy too reliant on the USJapan Economics > Japan Data Response — Flash Manufacturing PMI (August)Emerging Europe Economics > Emerging Europe Chart Book — CEE recovery loses steamChina Economics > China Chart Book — Constraints on banks, not demand, behind loan slump
Emerging Europe Economics > Emerging Europe Economics Update — Russia: still struggling at the start of Q3Japan Economics > Japan Economics Update — Q2's inventory surge not necessarily a sign of troubleUS Economics > US Data Response — Industrial Production & Producer Prices (Jul.)US Economics > US Economics Update — ISM indices in rate-hiking territoryEuropean Economics > European Data Response — Euro-zone Industrial Production (Jun.)China Economics > China Economics Update — A softer start to Q3Latin America Economics > Latin America Watch — A fork in the roadEmerging Asia Economics > Emerging Asia Economics Update — Indian data leaves RBI in a bindUS Economics > US Economics Weekly — Outlook brighteningEmerging Asia Economics > Emerging Asia Economics Weekly — Does Korea need lower interest rates?