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Global Economics > Global Economics Update — Private consumption after a currency crisisAfrica Economics > Africa Economics Update — South Africa dodges power price hike, but crisis will lingerGlobal Markets > Global Markets Update — Will markets remain this calm if and when Grexit occurs?Precious Metals > Precious Metals Watch — Weakness in PGM prices should prove temporaryChina Economics > China Economics Update — What can policymakers do now?Commodities Overview > Commodities Weekly Wrap — Adverse weather boosts agriculturalsChina Economics > China Economics Update — Economic downside from equity collapse underappreciatedGlobal Markets > Global Markets Update — Outperformance of EM local currency bonds set to continuePrecious Metals > Precious Metals Data Response — China’s gold imports (May)Emerging Markets Economics > Emerging Markets Financial Risk Monitor — Risks building in China, Venezuela in crisis
Latin America Economics > Latin America Markets Monitor — Lat Am markets shrug off threat of Fed hikesIndustrial Metals > Industrial Metals & Mining Watch — Waiting for zinc ...Emerging Markets Economics > Frontier Markets Monthly Wrap — European frontiers vulnerable to mounting threat of “Grexit”Agricultural Commodities > Agricultural Commodities Update — Slightly sweeter times ahead for the price of sugarMiddle 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 tighteningEuropean Economics > European Economics Update — Market volatility won’t throw QE off trackAgricultural Commodities > Agricultural Commodities Update — How will China’s rebalancing affect consumption patterns?China Economics > China Economics Update — Scrapping the loan-to-deposit ratio won’t boost bank lending
Energy > Energy Update — Lifting of sanctions on Iran is a major downside risk to oil pricesEnergy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Global Markets Update — On the relative valuation of US equities and bondsAfrica Economics > Africa Economics Update — Nigeria: Further FX restrictions a worrying signLatin America Economics > Latin America Chart Book — Lat Am markets shrug off threat of Fed hikesEnergy > Energy Update — What does China’s rebalancing mean for energy markets?Agricultural Commodities > Agricultural Commodities Update — A closer look at China’s import dataUS Economics > US Chart Book — Evidence mounts of a big second-quarter reboundCommodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (Jun.)Precious Metals > Precious Metals Update — India’s gold demand to remain strong despite poor monsoon
Industrial Metals > Industrial Metals Data Response — Global Aluminium Production (May)Industrial Metals > Industrial Metals Data Response — Global Steel Production (May)Global Markets > Global Markets Update — What explains the recovery in the euro?India Economics > India Markets Monitor — Rupee likely to weaken only graduallyCommodities Overview > Commodities Weekly Wrap — Industrial metals continue to struggleCommodities Overview > Commodities Update — What would “Grexit” mean for commodities?Global Markets > Developed Markets Valuation Monitor — Treasuries vulnerable to a reassessment of Fed policyAgricultural Commodities > Agricultural Commodities Chart Book — Weather conditions take charge of crop pricesGlobal Markets > Global Markets Update — New forecasts for US TreasuriesAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — RBA still has more work to do
Global Economics > Global Economics Update — Reviewing the lessons from past devaluationsCommodities Overview > Commodities Update — Why commodity investors shouldn’t fear the FedGlobal Markets > Global Markets Update — Fed tightening unlikely to trigger a re-run of 1994 EM crashEuropean Economics > European Economics Update — SNB has more work to do in its fight against the francChina Economics > China Chart Book — Debt swap helping to boost credit growthEnergy > Energy Data Response — US Weekly Petroleum Status ReportCommodities Overview > Commodities Markets Chart Book — Commodity markets come off the boil againGlobal Markets > Global Markets Update — How would euro-zone equities fare after a “Grexit”?Precious Metals > Precious Metals Update — What does China’s rebalancing mean for PGMs?UK Economics > UK Economics Update — MPC unlikely to follow the US Fed closely this time
Industrial Metals > Industrial Metals Update — Support for iron ore prices to waneAgricultural Commodities > Agricultural Commodities Update — Deterioration in Thai stocks to boost rice pricesPrecious Metals > Precious Metals Markets Monitor — Investors turn even more negative on PMsGlobal Markets > Global Markets Update — Further big falls in EM currencies unlikely, but expect volatilityAustralia & New Zealand Economics > Australia & New Zealand Economic Outlook — Policymakers have more work to doCommodities Overview > Commodities Focus — An introduction to Rare Earth ElementsMiddle East & North Africa Economics > Middle East Economic Outlook — Gulf countries weathering the storm, but growth to weakenGlobal Markets > Global Markets Update — A macroeconomic approach to US stock market valuationCommodities Overview > Commodities Weekly Wrap — Positive case for gold remains intactGlobal Economics > Global Inflation Watch — Oil price effect to unwind, but deflation risks persist
Industrial Metals > Industrial Metals Update — The impact of China’s “new normal” on metals demandEuropean Commercial Property > European Commercial Property Updates — Oil sector slowdown means Oslo office rental growth will disappointEuropean Economics > European Data Response — Euro-zone Industrial Production (Apr.)Global Markets > Global Markets Update — A selection of our key calls (advanced economies)Precious Metals > Precious Metals Data Response — South Africa’s Mine Production (Apr.)Agricultural Commodities > Agricultural Commodities Update — Weather risks to take centre stage for crop pricesGlobal Markets > Emerging Markets Markets Chart Book — What next for EM dollar-denominated sovereign bonds?Energy > Energy Data Response — US Weekly Petroleum Status ReportUK Markets > UK Markets Chart Book — Demand for gilts weakens despite soft economic newsEnergy > OPEC Watch — OPEC production boosted by surging Iraqi output
Agricultural Commodities > Agricultural Commodities Data Response — Malaysia Monthly Palm Oil Data (May)Middle East & North Africa Economics > Middle East Watch — Optimism over opening up of Saudi’s stock market seems overdoneIndustrial Metals > Industrial Metals Stock Monitor — Lower stocks to help pave way for higher pricesAgricultural Commodities > Agricultural Commodities Update — Cocoa prices to ease as Ghana’s production reboundsAfrica Economics > Africa Economics Update — Kenya hikes rates to shore up shillingLatin America Economics > Latin America Watch — What next for crisis-stricken Venezuela?European Economics > European Data Response — Euro-zone GDP Breakdown (Q1)Energy > Energy Chart Book — Oversupply and weak demand drag energy prices downGlobal Markets > Global Markets Update — Would it be a big deal if A-shares were included in the MSCI?Industrial Metals > Industrial Metals Update — Global steel demand to struggle again this year
Precious Metals > Precious Metals Data Response — World Gold Official Reserves (Apr.)UK Consumer > UK Consumer Update — Has food price inflation reached a trough?Commodities Overview > Commodities Update — China’s import volumes slip in MayPrecious Metals > Precious Metals Update — Gold price to benefit from further central bank buyingEmerging Markets Economics > Emerging Markets Economics Update — Oil windfall felt unevenly across EMsEuropean Economics > European Economics Update — Spain’s trio of economic tailwinds to fadeEmerging Europe Economics > Emerging Europe Economics Update — Political uncertainty adds to an already ugly picture in TurkeyCommodities Overview > Commodities Weekly Wrap — Ample supply to cap oil pricesPrecious Metals > Precious Metals Update — Can gold buck the trends of rising yields and dollar strength?Energy > Energy Update — OPEC ensures oil supplies to remain ample
Emerging Europe Economics > Emerging Europe Economic Outlook — Prospects divergeAgricultural Commodities > Agricultural Commodities Markets Monitor — Investors become more bearish on agriculturalsGlobal Markets > Developed Markets Chart Book — Surge in German Bund yields unlikely to lastUK Economics > UK Economics Weekly — What scope does Osborne have to smooth the cuts?Global Economics > Global Economics Update — What would constitute a Greek default?Australia & New Zealand Economics > Australia & New Zealand Economics Weekly — Economy will soon run out of puffPrecious Metals > Precious Metals Update — Strong US auto sales to boost PGMs demandGlobal Markets > Global Markets Update — Is this really the start of a bear market in Bunds?Industrial Metals > Industrial Metals Update — Why we are positive on copper pricesJapan Economics > Japan Economics Update — Will the government stop the yen from weakening further?
UK Consumer > UK Consumer Update — Has the boom in car sales run out of gas?Middle East & North Africa Economics > Middle East Economic Updates — Gulf countries likely to stand firm at this week’s OPEC meetingEuropean Economics > European Chart Book — Outlook for periphery’s exporters is improvingEnergy > Energy Data Response — US Weekly Petroleum Status ReportIndustrial Metals > Industrial Metals Chart Book — US dollar strength undermines the price rallyPrecious Metals > Precious Metals Chart Book — Silver continues to outshine other precious metalsGlobal Economics > Global Economics Update — World to benefit from long period of “just right” oil pricesUK Economics > UK Economics Chart Book — Reviving investment helping economy to rebalanceGlobal Economics > Global Monetary Indicators Monitor — Monetary conditions loose despite rise in yieldsAfrica Economics > Africa Economics Update — Kenya: shilling weakness no cause for panic
Japan Economics > Japan Chart Book — Yen falls to 13-year low against the US-dollarEnergy > Energy Update — How helpful are the US weekly oil production data?Global Markets > Global Markets Focus — Will lower profit margins derail the US stock market?Africa Economics > Africa Economics Update — Gabon: Low oil prices pose lasting economic challengeCommodities Overview > Commodities Economics Chart Book — Strong dollar and ample supply weigh on pricesGlobal Economics > Global Economics Focus — What happened to the oil windfall?European Economics > European Data Response — German Flash CPI (May)Emerging Asia Economics > Emerging Asia Economics Update — Weak yen not to blame for Korean export woesCommodities Overview > Commodities Weekly Wrap — Dollar strength weighs on commodities (again)Agricultural Commodities > Agricultural Commodities Update — Anaemic Chinese import growth weighs on prices
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 riseIndustrial Metals > Industrial Metals & Mining Watch — Are low tin prices justified?European Economics > European Data Response — Swiss GDP (Q1)Australia & New Zealand Economics > Australia & New Zealand Economics Weekly — The markets don’t care whether Australia is AAA or AAEnergy > Energy Data Response — US Weekly Petroleum Status ReportPrecious Metals > Precious Metals Data Response — China’s gold imports (Apr.)Global Markets > Emerging Markets Valuation Monitor — Which EM currencies are misaligned?Energy > Energy Update — Environmental concerns to drag down coal but boost gas prices
Emerging Europe Economics > Emerging Europe Markets Monitor — Equities weaken, bond yields risePrecious Metals > Precious Metals Watch — Silver price to rally as market falls into deficitUK Consumer > UK Consumer Update — Slowdown in spending in Q1 won’t be long-lastingMiddle East & North Africa Economics > Middle East Markets Monitor — Egyptian equities rallyEmerging Europe Economics > Emerging Europe Economics Focus — Is the worst really over for Russia?Energy > Energy Watch — OPEC likely to hold fast next weekGlobal Markets > Global Markets Update — Renewed dollar strength has further to goLatin America Economics > Latin America Markets Monitor — Markets in Brazil and Colombia suffer fresh fallsJapan Economics > Japan Economics Update — Butter meltdown highlights policy failuresGlobal Markets > Emerging Markets Capital Flows Monitor — What next for the MSCI EM Asia Index?
Industrial Metals > Industrial Metals Update — The devil is in the detail of Chinese tradeGlobal Economics > Global Economics Focus — China and the SDR: a storm in a basketCommodities Overview > Commodities Weekly Wrap — Fed back in focus as US inflation picks upGlobal Economics > Global Trade Monitor — Slowdown in world trade growth not as bad as it looksAfrica Economics > Africa Markets Monitor — African markets shrug off weak economic newsEuropean Economics > European Economics Weekly — Stronger German recovery depends on export revivalGlobal Markets > Global Markets Update — Yen to fall to 140 against the US dollarGlobal Markets > Developed Markets Valuation Monitor — Will the yen remain undervalued?China Economics > China Chart Book — Property to remain a drag despite stronger salesPrecious Metals > Precious Metals Update — Platinum and palladium markets to remain tight