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India Economics > India Economics Update — Market stability highlights improvement in external positionMiddle East & North Africa Economics > Middle East Economic Updates — Saudi external position deteriorating even before drop in oil pricesJapan Economics > Japan Chart Book — Activity slowdown dents hopes of strong price gainsAustralia & New Zealand Economics > Australia & New Zealand Economics Focus — What would Grexit mean for Australia?Energy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Economics > Global Economics Update — June business surveys point to steady Q2 growthEmerging Markets Economics > Emerging Markets Economics Update — Slump in BRICs manufacturing bottoming outUK Economics > UK Economics Focus — Budget 2015 PreviewEuropean Economics > European Chart Book — Contagion from Greece limited for nowUS Economics > US Data Response — ISM Manufacturing Index (Jun.)
Latin America Economics > Latin America Data Response — Brazil & Mexico Manufacturing PMI (Jun.)Emerging Europe Economics > Emerging Europe Economics Update — Romanian MPC takes further rate cuts off the tableAfrica Economics > Africa Data Response — Kenya GDP (Q1)European Economics > European Economics Update — Tsipras blinks, but Grexit risks are still highUS Economics > US Economics Update — “Grexit” alone unlikely to deter the Fed from raising ratesLatin America Economics > Latin America Focus — After the commodities boom – what next for Latin America?Africa Economics > Africa Data Response — South Africa Manufacturing PMI (Jun.)This article appears in multiple services — Markit/CIPS Report on Manufacturing (Jun.)Emerging Europe Economics > Emerging Europe Data Response — Manufacturing PMIs (Jun.)European Economics > European Economics Update — For how long will low oil prices boost spending growth?
India Economics > India Data Response — Manufacturing PMI (Jun.)Emerging Asia Economics > Emerging Asia Data Response — Manufacturing PMIs (Jun.)China Economics > China Data Response — Manufacturing PMIs (Jun.)Australia & New Zealand Economics > RBA Watch — Biding its timeJapan Economics > Japan Data Response — Tankan (Q3)Latin America Economics > Latin America Chart Book — China still the key risk for Lat AmUS Economics > US Data Response — Conference Board Consumer Confidence (Jun.)Emerging Markets Economics > Emerging Markets Activity Monitor — EM growth still slowing, but non-BRICs are picking upCanada Economics > Canada Data Response — GDP by Industry (Apr.)European Economics > European Economics Update — Even a Yes vote might not prevent a Grexit
European Commercial Property > European Commercial Property Updates — How might property markets respond if and when Grexit occurs?UK Consumer > UK Consumer Update — Consumer recovery picks up paceLatin America Economics > Latin America Data Response — Chile Retail Sales, Ind. Prod. & Copper Prod. (May)Global Markets > Global Markets Update — How much of a boost would a Grexit provide to US Treasuries?Industrial Metals > Industrial Metals Update — China still controls its REE exports, despite “looser” regimeEmerging Asia Economics > Emerging Asia Markets Monitor — Asian markets remain calm about "Grexit" threatEuropean Economics > European Data Response — Euro-zone Flash CPI (Jun.) & Unemployment (May)This article appears in multiple services — National Accounts & Balance of Payments (Q1)UK Consumer > UK Consumer Data Response — GfK/NOP Consumer Confidence (Jun.)Emerging Markets Economics > Emerging Markets Economics Update — A selection of our key calls
India Economics > India Watch — Will the monsoon session of parliament be another washout?Emerging Asia Economics > Emerging Asia Chart Book — Risk of “Grexit” hangs over Asia’s export outlookJapan Economics > Japan Data Response — Labour Cash Earnings (May)Emerging Markets Economics > Emerging Markets Economics Update — Grexit, the euro-crisis and the risks for EMsGlobal Economics > Global Economics Update — Private consumption after a currency crisisGlobal Economics > Global Economics Update — The global fallout of “Grexit” (revisited)European Economics > European Data Response — German Flash CPI (Jun.)Global Markets > Global Markets Update — Will markets remain this calm if and when Grexit occurs?UK Cities & Regions > UK Cities & Regions Focus — The regional impact of renewed austerityEuropean Economics > European Data Response — EC Business & Consumer Survey (Jun)
UK Consumer > UK Consumer Update — Household Borrowing Monitor (May)China Economics > China Economics Update — What can policymakers do now?European Economics > European Economics Update — Greferendum – key questions & answersAfrica Economics > Africa Chart Book — Rate hikes to add to pressure on South Africa’s economyLatin America Economics > Latin America Update — Argentine policymakers still up to their old tricksJapan Economics > Japan Data Response — Industrial Production & Retail Sales (May)Canada Economics > Canada Economics Weekly — Will the Bank of Canada cut interest rates again?US Economics > US Economics Weekly — Why hasn't the fading fiscal drag boosted GDP growth?Emerging Europe Economics > Emerging Europe Economics Update — A primer on the implications of “Grexit” for Emerging EuropeChina Economics > China Economics Update — Economic downside from equity collapse underappreciated
European Economics > European Economics Weekly — The final countdownEmerging Markets Economics > Emerging Markets Inflation Monitor — EM inflation to pick up as oil price effect fadesPrecious Metals > Precious Metals Data Response — China’s gold imports (May)Emerging Asia Economics > Emerging Asia Economics Weekly — Ringgit weakness to deter policy loosening in MalaysiaUK Economics > UK Economics Weekly — Hawks ruffling feathers but rate hike still a way offUK Cities & Regions > UK Cities & Regions Data Response — Land Registry House Prices (May)UK Housing > UK Housing Market Data Response — Land Registry Repeat Sales Index (May)European Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (May)Latin America Economics > Latin America Update — Brazil inflation report suggests more tightening to comeLatin America Economics > Latin America Update — Changes to Brazil’s inflation target reinforce hawkish message
Emerging Asia Economics > Emerging Asia Data Response — Vietnam GDP (Q2)Latin America Economics > Latin America Markets Monitor — Lat Am markets shrug off threat of Fed hikesJapan Economics > Japan Economics Weekly — How fast do wages have to rise to reach 2% inflation?India Economics > India Economics Update — Capital injections too small to revive banking sectorAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — Can the strength of Australia’s labour market last?Japan Economics > Japan Data Response — Unemployment, Consumer Prices, Household Spending (May)Global Economics > Global Central Bank Watch — Are negative policy rates here to stay?Latin America Economics > Latin America Focus — Argentina: runners and riders in the race to replace CristinaEmerging Markets Economics > Frontier Markets Monthly Wrap — European frontiers vulnerable to mounting threat of “Grexit”US Economics > US Employment Report Preview — Model points to another big gain in payrolls
Emerging Europe Economics > Emerging Europe Economics Update — Czech MPC tones down dovish commentsEmerging Asia Economics > Emerging Asia Economics Update — Korean government responds to MERS threatUK Consumer > UK Consumer Data Response — CBI Distributive Trades Survey (Jun.)Emerging Europe Economics > Emerging Europe Chart Book — Greek crisis casts fresh cloud over outlookUK Markets > UK Markets Analyst — Markets right to expect slow monetary tighteningAfrica Economics > Africa Watch — South Africa: Tackling unemployment requires structural reformEuropean Economics > European Economics Update — Market volatility won’t throw QE off trackMiddle East & North Africa Economics > Middle East Economic Updates — A primer on how Saudi Arabia uses its FX reservesLatin America Economics > Latin America Update — Colombian policymakers unlikely to follow the FedAustralia & New Zealand Economics > Australia & New Zealand Chart Book — Consumption growth set to slow
China Economics > China Economics Update — Scrapping the loan-to-deposit ratio won’t boost bank lendingGlobal Economics > Global Trade Monitor — Weak EM exports continue to drag on world trade volumesAfrica Economics > Africa Outlook — Slower growth in key economiesLatin America Economics > Latin America Data Response — Mexico IGAE (Apr.) & Bi-Weekly CPI (Jun.)European Economics > European Economics Update — Without major debt relief, a Greek deal won’t end crisisGlobal Markets > Global Markets Update — On the relative valuation of US equities and bondsAfrica Economics > Africa Economics Update — Nigeria: Further FX restrictions a worrying signGlobal Economics > Global Economics Update — Unemployment outlook points to faster rate hikes in US than UKEuropean Economics > European Data Response — German Ifo Survey (Jun.)UK Economics > UK Economics Update — How much further can unemployment fall?
Japan Economics > Japan Data Response — Small Business Confidence (Jun.)Middle East & North Africa Economics > Middle East Economic Updates — Egypt’s government wavering on fiscal consolidationChina Economics > China Activity Monitor — GDP growth on track to rebound in Q2Global Economics > Global Economics Update — Global growth to recover, but remain unevenEmerging Markets Economics > Emerging Markets Economics Chart Book — EMs can weather Fed lift-off – problems could come laterEuropean Economics > European Economics Update — Grexit might be unavoidable, but it need not be a crisisUS Economics > US Economics Update — Monetary Indicators Monitor (May)Emerging Europe Economics > Emerging Europe Economics Update — Hungary’s easing cycle nearing an endUS Economics > US Chart Book — Evidence mounts of a big second-quarter reboundUS Economics > US Data Response — Durable Goods (May)
Emerging Europe Economics > Emerging Europe Economics Update — Turkey keeps rates on hold, but hikes looking increasingly likelyUK Economics > UK Economics Update — UK faces bigger external threats than a China slowdownThis article appears in multiple services — CBI Industrial Trends Survey (Jun.)European Economics > European Data Response — Euro-zone Flash PMIs (Jun.)India Economics > India Chart Book — Tentative signs of recoveryEmerging Asia Economics > Emerging Asia Economics Focus — Could Asia be suffering from “bad” deflation after all?Commodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (Jun.)China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Jun.)Japan Economics > Japan Data Response — Flash Manufacturing PMI (Jun.)UK Cities & Regions > UK Cities & Regions Chart Book — London’s jobs recovery grinds to a halt
Precious Metals > Precious Metals Update — India’s gold demand to remain strong despite poor monsoonGlobal Markets > Global Markets Update — What explains the recovery in the euro?India Economics > India Markets Monitor — Rupee likely to weaken only graduallyCanada Economics > Canada Economics Weekly — Rising jobs vacancy rate a lagging indicatorUS Economics > US Economics Weekly — Rates to rise more rapidly than Fed's projections implyCanada Economics > Canada Data Response — Consumer Prices (May) & Retail Sales (Apr.)European Economics > European Economics Update — Capital controls likely, but they can’t prevent GrexitUK Economics > UK Economics Weekly — Grexit risks highlight need for MPC to nurture recoveryGlobal Markets > Developed Markets Valuation Monitor — Treasuries vulnerable to a reassessment of Fed policyEuropean Economics > European Economics Weekly — The end is (really) near
Latin America Economics > Latin America Data Response — Brazil IPCA-15 (Jun.) & Econ. Act. (Apr.)China Economics > China Economics Update — The view from the ground – Q2 2015European Economics > European Economics Update — Spain’s external adjustment has further to runUK Economics > UK Data Response — Public Finances (May)Global Markets > Global Markets Update — New forecasts for US TreasuriesEmerging Asia Economics > Emerging Asia Economics Weekly — Indonesia heading in the wrong directionJapan Economics > Japan Economics Weekly — Deflationary threat from cheaper oil far from overAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — RBA still has more work to doGlobal Economics > Global Economics Update — Reviewing the lessons from past devaluationsCommodities Overview > Commodities Update — Why commodity investors shouldn’t fear the Fed
Global Economics > Global Economics Update — Global financial conditions loose despite prospect of Fed hikesEuropean Economics > European Economics Update — Another scary peek at Greece’s debt dynamicsUS Economics > US Data Response — Consumer Prices (May)Emerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment & Ind. Prod. (May)Middle East & North Africa Economics > Middle East Chart Book — Foreign investment into Egypt showing signs of a revivalEmerging Europe Economics > Emerging Europe Data Response — Polish Ind. Production, Retail Sales & Construction (May)UK Consumer > UK Consumer Monthly — Real pay growth back to pre-crisis ratesEmerging Asia Economics > Emerging Asia Economics Update — Rate cuts likely in Indonesia before year-endGlobal Markets > Global Markets Update — Fed tightening unlikely to trigger a re-run of 1994 EM crashUK Consumer > UK Consumer Update — Pension reforms giving small boost to spending