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Japan Economics > Japan Data Response — External trade (Apr.)Canada Economics > Canada Economics Weekly — Household debt becoming a burdenCanada Economics > Canada Data Response — CPI (Apr.) & Retail Sales (Mar.)Emerging Markets Economics > Emerging Markets Economics Chart Book — Q1 GDP data confirm EM downturnGlobal Economics > Global Trade Monitor — Slowdown in world trade growth not as bad as it looksUS Economics > US Economics Weekly — Surge in trade deficit will soon be reversedEuropean Economics > European Economics Weekly — Stronger German recovery depends on export revivalEmerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment & Ind. Prod. (Apr.)US Economics > US Data Response — Consumer Prices (Apr.)This article appears in multiple services — Is that it for deflation?
Global Markets > Developed Markets Valuation Monitor — Will the yen remain undervalued?Emerging Asia Economics > Emerging Asia Economics Weekly — Chinese tourists to the rescue?Emerging Asia Economics > Emerging Asia Economics Update — Malaysia in no rush to cut rates despite low inflationUK Economics > UK Data Response — Public Finances (Apr.)European Economics > European Data Response — German Ifo Survey (May) & GDP Breakdown (Q1)China Economics > China Chart Book — Property to remain a drag despite stronger salesJapan Economics > Japan Economics Weekly — Boost from net exports to fade next yearJapan Economics > Japan Economics Update — Bank of Japan to step up pace of easing in OctoberIndia Economics > India Chart Book — Modi's first year: sparks but no fireworksAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — Budget bounce in confidence will be short-lived
Global Economics > Global Economics Update — Global growth still set to pick up in Q2European Economics > European Economics Update — Riksbank policy easing will need to be more aggressiveUS Economics > US Economics Focus — Did the US recovery just die without warning?Africa Economics > Africa Economics Update — South Africa edges closer to rate hikeMiddle East & North Africa Economics > Middle East Watch — Recovery in oil prices doesn’t alter outlook for region’s oil producersLatin America Economics > Latin America Data Response — Mexico GDP (Q1)European Economics > European Economics Update — ECB minutes reaffirm intention to see QE throughLatin America Economics > Latin America Data Response — Brazil Economic Activity Indicator (Mar.)Emerging Asia Economics > Emerging Asia Economics Update — Thailand one year on from the coupUK Consumer > UK Consumer Monthly — Spending still on track for strongest growth since 2005
Commodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (May)UK Housing > UK Housing Market Data Response — Housebuilding (Q1)Emerging Europe Economics > Emerging Europe Chart Book — Central Europe bucks the EM slowdownEmerging Europe Economics > Emerging Europe Chart Book — Central Europe bucks the EM slowdownThis article appears in multiple services — Retail Sales (Apr.)European Economics > European Data Response — Euro-zone Flash PMIs (May)Latin America Economics > Latin America Data Response — Peru GDP (Q1)China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (May.)Japan Economics > Japan Data Response — Flash Manufacturing PMI (May)Canada Economics > Bank of Canada Watch — January interest rate cut likely not enough
European Economics > European Economics Update — A Greek deal might be coming, but it’s only a stop-gapLatin America Economics > Latin America Update — A closer look at Mexico’s mining downturnEmerging Europe Economics > Emerging Europe Data Response — Polish Ind. Production, Retail Sales & Construction (Apr.)Africa Economics > Africa Economics Update — Retail figures point to weak first quarter for South AfricaEmerging Europe Economics > Emerging Europe Economics Update — Turkish MPC underplays inflation and current account concernsChina Economics > China Activity Monitor — The worst may be overEuropean Economics > European Economics Update — Underemployment to keep a lid on German pay growthUK Economics > UK Economics Update — Unfunded pledges give Osborne a tough choiceThis article appears in multiple services — MPC Minutes (May)European Economics > European Data Response — Norwegian GDP (Q1)
Africa Economics > Africa Data Response — South Africa Consumer Prices (Apr.)Japan Economics > Japan Data Response — GDP (Q1 PreliminaryEmerging Europe Economics > Emerging Europe Economics Update — Ukraine’s debt restructuring: what to make of the latest movesAfrica Economics > Africa Economics Update — Nigerian central bank plays down case for tighteningUK Consumer > UK Consumer Analyst — Households well-placed to endure renewed fiscal squeezeEuropean Economics > European Economics Update — Should the ECB be happy with the first 10 weeks of QE?Emerging Markets Economics > Emerging Markets Trade Monitor — EM exports raise questions over global demandEuropean Economics > European Data Response — German ZEW (May)UK Economics > UK Data Response — Consumer Prices & Producer Prices (Apr.)Emerging Asia Economics > Emerging Asia Economics Update — Rate cuts before year-end likely in Indonesia
European Economics > European Data Response — Euro-zone Trade (Mar.) & Consumer Prices (Apr.)Middle East & North Africa Economics > Middle East Economic Updates — Saudi economy strengthens as oil sector reboundsEuropean Economics > European Economics Update — Would a referendum end the Greek crisis?China Economics > China Economics Update — Fiscal policy to be more supportive in coming quartersLatin America Economics > Latin America Data Response — Chile GDP & Current Account (Q1)Global Economics > Global Economics Focus — Is globalisation dead?Middle East & North Africa Economics > Middle East Data Response — Saudi Arabia Consumer Prices (Apr.)India Economics > India Economics Update — Two years after the taper tantrum: how does India fare now?Emerging Asia Economics > Emerging Asia Data Response — Thailand GDP (Q1)Japan Economics > Bank of Japan Watch — BoJ still likely to ease before too long
Japan Economics > Japan Data Response — Machinery Orders (Mar.)Canada Economics > Canada Economics Weekly — Construction employment losses likely only beginningGlobal Markets > Emerging Markets Markets Chart Book — How will EM corporate spreads react to higher US rates?US Economics > US Economics Weekly — Weakness of consumption not due to new health care rulesUS Economics > US Data Response — Industrial Prod'n (Apr.) & Consumer Conf. (May)UK Economics > UK Economics Weekly — Gilt market ‘rout’ poses little threat to economyCanada Economics > Canada Data Response — Survey of Manufacturing (Mar.)Emerging Europe Economics > Emerging Europe Data Response — Russia GDP (Q1)European Economics > European Economics Weekly — Renewed recession adds to Greece’s woesEmerging Asia Economics > Emerging Asia Economics Weekly — Asia’s rate cutting cycle is nearing an end
This article appears in multiple services — Deflation Watch: Negative inflation, but for one month onlyChina Economics > China Data Response — Hong Kong GDP (Q1)Emerging Europe Economics > Emerging Europe Data Response — Czech Republic & Poland GDP (Q1)Japan Economics > Japan Economics Weekly — When will housing rents stop falling?Africa Economics > Africa Watch — South Africa: poor corn harvest poses little inflation riskLatin America Economics > Latin America Update — Chile and Peru happy to play a waiting gameEmerging Asia Economics > Emerging Asia Data Response — Malaysia GDP (Q1)Japan Economics > Japan Data Response — Consumer Confidence (Apr.)Emerging Asia Economics > Emerging Asia Economics Update — Korea's rate-cutting cycle is overIndia Economics > India Economics Update — Reality check for reform agenda
China Economics > China Economics Update — Deposit rate liberalisation still on trackAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — Budget hits ball back into the RBA’s courtEuropean Economics > European Economics Update — Greek IOUs may be the first step towards the exitUK Markets > UK Markets Chart Book — Sterling vulnerable to renewed dollar weaknessEmerging Europe Economics > Emerging Europe Data Response — Poland Consumer Prices (Apr.)Emerging Asia Economics > Emerging Asia Economics Update — Philippines in no rush to adjust monetary policyAfrica Economics > Africa Data Response — Nigeria GDP (Q1)Middle East & North Africa Economics > Middle East Economic Updates — Saudi Arabia can afford to ride out a period of low oil pricesJapan Economics > Japan Economics Update — Monetary Indicators Monitor (Apr.)Emerging Markets Economics > Emerging Markets Economics Update — In search of winners from China’s rebalancing
India Economics > India Data Response — Wholesale Prices (Apr.)Canada Economics > Canada Data Response — Teranet-National Bank House Prices (Apr.)European Economics > European Economics Update — Iceland: An example for Greece to follow?Emerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q2 2015)UK Cities & Regions > UK Cities & Regions Chart Book — Still substantial regional differences in wage growthLatin America Economics > Latin America Economic Outlook — Recovery stalls as Brazil suffers renewed downturnPrecious Metals > Precious Metals Update — Platinum price to benefit from approaching “strike season”Australia & New Zealand Economics > Australia & New Zealand Economics Update — New mortgage restrictions raise rate cut chancesEmerging Europe Economics > Emerging Europe Economics Update — Turkey’s inflation problem likely to get worseUS Economics > US Data Response — Retail Sales (Apr.)
Global Economics > Global Economics Update — Rebound in bond yields unlikely to undermine global growthAfrica Economics > Africa Economics Update — Ghana: surprise hike probably result of IMF pressureThis article appears in multiple services — Bank of England Inflation Report (May)China Economics > China Data Response — Bank Lending & Broad Credit (Apr.)European Economics > European Economics Update — Sedlabanki holds, but interest rates to rise soonEuropean Economics > European Data Response — Euro-zone GDP (Q1 Prov.)This article appears in multiple services — Labour market data (Mar./Apr.)China Economics > China Data Response — Activity & Spending (Apr.)Emerging Europe Economics > Emerging Europe Data Response — Hungary, Romania & Slovakia GDP (Q1)Japan Economics > Japan Data Response — Economy Watchers Survey (Apr.)
Japan Economics > Japan Data Response — Current Account (Mar.)Australia & New Zealand Economics > Australia & New Zealand Economics Focus — Budget Response – Economy hung out to dryLatin America Economics > Latin America Data Response — Mexico Industrial Production (Mar.)Global Economics > Global Economics Update — Why aren’t consumers spending more?India Economics > India Data Response — Consumer Prices (Apr.) & Industrial Production (Mar.)Africa Economics > Africa Data Response — South Africa Manufacturing Output (Mar.)Middle East & North Africa Economics > Middle East Focus — Why the Gulf’s dollar pegs are here to stayJapan Economics > Japan Economics Update — Should the BoJ scrap its monetary base target?UK Economics > UK Data Response — Industrial Production (Mar.)European Economics > European Data Response — Swedish Consumer Prices (Apr.)
China Economics > China Economics Update — Chinese tourists to keep current account surplus in checkUK Consumer > UK Consumer Data Response — BRC Retail Sales Monitor (Apr.)Emerging Europe Economics > Emerging Europe Data Response — Turkey Curr. Acc. (Mar.) & Czech CPI (Apr.)Canada Economics > Canada Economics Weekly — Record current account deficit a cause for concernUK Housing > UK Housing Market Update — What impact will a Conservative majority have on the housing market?Emerging Europe Economics > Emerging Europe Watch — Q1 GDP data to show Russia in recession, Central Europe resilientThis article appears in multiple services — Austerity and low inflation likely to keep MPC inactiveEmerging Markets Economics > Emerging Markets Economics Update — EM slowdown – why this time is differentMiddle East & North Africa Economics > Middle East Data Response — Egypt Consumer Prices (Apr.)China Economics > China Data Response — Consumer & Producer Prices (Apr.)
China Economics > China Economics Update — PBOC injects another 25bp of supportCanada Economics > Canada Data Response — Labour Force Survey (Apr.)European Economics > European Economics Update — New Finnish coalition’s austerity to drag on growthUK Economics > UK Economics Weekly — Tory majority brings more clarity to fiscal outlookEuropean Economics > European Economics Weekly — Market gyrations could threaten recoveryCommodities Overview > Commodities Data Response — US Employment Report (Apr.)US Economics > US Economics Weekly — Slump in nominal business sales not a concernUK Consumer > UK Consumer Update — Has the general election changed the consumer outlook?Latin America Economics > Latin America Data Response — Brazil & Chile Consumer Prices (Apr.)