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Latin America Economics > Latin America Markets Monitor — Currencies hover around record lowsGlobal Markets > Global Markets Update — Fed won’t spark EM sell-off today, but data may add to volatilityAfrica Economics > Africa Chart Book — African interest rates begin riseGlobal Markets > Emerging Markets Valuation Monitor — Another rout of EM markets not justified by valuationsEnergy > Energy Update — China and US, not Iran, most important for oil pricesPrecious Metals > Precious Metals Update — Platinum price to benefit from risk of industrial unrestAfrica Economics > Africa Economics Update — Zambia: New Eurobond raises regional debt concernsIndia Economics > India Chart Book — Rupee weakness unlikely to concern policymakersEmerging Markets Economics > Emerging Markets Economics Update — No need to fret about recent currency declinesEmerging Europe Economics > Emerging Europe Markets Monitor — Ukrainian debt fears ease a little, but default still likely
Emerging Markets Economics > Frontier Markets Monthly Wrap — Frontier currencies sufferGlobal Markets > Global Markets Update — US Treasuries remain vulnerable to tighter Fed policyPrecious Metals > Precious Metals Data Response — China's gold imports (Jun.)Middle East & North Africa Economics > Middle East Chart Book — Renewed focus on Gulf’s fiscal positionsEnergy > Energy Update — US shale firms squeeze every last dropPrecious Metals > Precious Metals Watch — Will central banks continue to buy gold?Commodities Overview > Commodities Weekly Wrap — From “super-cycle” to “commodity meltdown”?European Economics > European Economics Weekly — Weak growth hindering euro-zone’s fiscal progressChina Economics > China Economics Update — China set for further widening of renminbi bandAgricultural Commodities > Agricultural Commodities Chart Book — Short-term supply concerns boost prices
Emerging Europe Economics > Emerging Europe Chart Book — Greek deal brings sigh of reliefAgricultural Commodities > Agricultural Commodities Data Response — Asia Cocoa Grindings (Q2)Commodities Overview > Commodities Data Response — China, Japan & Euro-zone Flash PMIs (Jul.)Australia & New Zealand Economics > Australia & New Zealand Economics Weekly — The unusual exchange rate pass-throughGlobal Markets > Developed Markets Valuation Monitor — How vulnerable are US equities to tighter Fed policy?Agricultural Commodities > Agricultural Commodities Data Response — Brazil Sugar Production (1st-16th Jul.)Precious Metals > Precious Metals Update — How low could gold go?Emerging Europe Economics > Emerging Europe Economics Update — How will Czech policymakers respond to the rising koruna?Precious Metals > Precious Metals Update — What are global auto sales telling us about PGM demand?Energy > Energy Watch — Iran oil production to rebound to previous levels and more
Middle East & North Africa Economics > Middle East Economic Updates — Egypt’s gas sector reaches a turning pointCommodities Overview > Commodities Update — A stronger BDI need not signal higher commodity pricesAustralia & New Zealand Economics > Australia & New Zealand Economics Update — Heading towards 2%Commodities Overview > Commodities Markets Chart Book — Investor sentiment towards commodities tanksIndustrial Metals > Industrial Metals Data Response — Global Steel Production (Jun.)Energy > Energy Data Response — US Weekly Petroleum Status ReportChina Economics > China Activity Monitor — Economy was gaining momentum at end of Q2European Economics > European Economics Update — Is Greece’s bailout bad for the euro?Commodities Overview > Commodities Analyst — Crisis = opportunity?Emerging Europe Economics > Emerging Europe Economics Update — Russia’s central bank not backtracking on ruble free float
Emerging Asia Economics > Emerging Asia Economics Update — Drought adds to Thailand’s economic headwindsGlobal Markets > Capital Markets Analyst — Grexit or not – euro-zone equities should shineMiddle East & North Africa Economics > Middle East Economic Updates — Growth in Saudi Arabia accelerates further on back of oil sectorAgricultural Commodities > Agricultural Commodities Update — China’s corn and wheat imports surge in JuneIndustrial Metals > Industrial Metals Update — China's refined nickel imports finally take offEmerging Markets Economics > Emerging Markets Trade Monitor — EM exports nearing a troughAfrica Economics > Africa Economics Update — Ghana: Not out of the woods yetPrecious Metals > Precious Metals Update — Gold to recover when higher US interest rates priced inIndustrial Metals > Industrial Metals Data Response — Global Aluminium Production (Jun.)China Economics > China Chart Book — Signs labour market losing some momentum
Latin America Economics > Latin America Update — Mexico: the costs and benefits of a weaker pesoCommodities Overview > Commodities Weekly Wrap — Commodities struggle as dollar dominatesUK Markets > UK Economics Chart Book — Cautious MPC still likely to wait until well into next yearPrecious Metals > Precious Metals Update — China’s gold accumulation has further to goGlobal Economics > Global Economics Update — Labour market performance after devaluations: lessons for Greece?Agricultural Commodities > Agricultural Commodities Update — Subdued demand will undermine cocoa pricesJapan Economics > Japan Economics Weekly — Growth to remain sluggish over medium termAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — Solving Australia’s latest confidence conundrumGlobal Markets > Global Markets Update — What next for the Aussie, Kiwi and Loonie?Industrial Metals > Industrial Metals Update — Making the case for tin
Emerging Asia Economics > Emerging Asia Economic Outlook — Credit slowdown to weigh on Asian growthPrecious Metals > Precious Metals Markets Monitor — Limited scope for further falls in pricesChina Economics > China Economics Update — Policy support to counter growth risks from property, equitiesEnergy > Energy Data Response — US Weekly Petroleum Status ReportChina Economics > China Economics Update — Growth stabilises on brokerage boom, policy easingEmerging Europe Economics > Emerging Europe Economics Update — What’s behind the slump in Russian industry?Agricultural Commodities > Agricultural Commodities Update — Sales of China’s cotton stocks to push prices lowerEnergy > Energy Update — Iran and the West make a deal, but stumbling blocks remainLatin America Economics > Latin America Update — Mexico oil auctions: what to look for and what they meanEuropean Economics > European Data Response — Swedish Consumer Prices (Jun.)
China Economics > China Data Response — Lending, credit (Jun.) & FX reserves (Q2)Emerging Markets Economics > Emerging Markets Economic Outlook — Still stuck in a rutEnergy > OPEC Watch — OPEC keeps the taps firmly onMiddle East & North Africa Economics > Middle East Economic Updates — Saudi debt issuance aimed at financial market developmentIndustrial Metals > Industrial Metals Update — What next for iron ore?Energy > Energy Update — US oil exports muscle in on an already crowded marketAgricultural Commodities > Agricultural Commodities Update — Lower opening corn & soybean stocks mask the bigger pictureGlobal Markets > Global Markets Update — Euro still likely to fall furtherAfrica Economics > Africa Economics Update — Uganda: Weak shilling prompts rate hikeCommodities Overview > Commodities Update — China’s oil imports surge in June
Precious Metals > Precious Metals Data Response — World Gold Official Reserves (May)Latin America Economics > Latin America Watch — Lat Am’s shifting relationship with ChinaCommodities Overview > Commodities Weekly Wrap — Ouch!Global Economics > Global Economics Update — Which is the greater global threat: Grexit or China?European Economics > European Economics Update — Would OMTs contain post-Grexit contagion?Global Markets > Emerging Markets Markets Chart Book — Equity sell-off is a Chinese, not EM, phenomenonAgricultural Commodities > Agricultural Commodities Data Response — Malaysia Monthly Palm Oil Data (Jun.)Precious Metals > Precious Metals Data Response — US silver imports (Apr.)Australia & New Zealand Economics > Australia & New Zealand Economics Weekly — Will the lower dollar prevent further rate cuts?China Economics > China Economics Update — Why stock market gyrations don’t affect consumption
Emerging Europe Economics > Emerging Europe Watch — “Grexit” and the channels of potential contagion to Emerging EuropeLatin America Economics > Latin America Data Response — Mexico Consumer Prices (Jun.)Precious Metals > Precious Metals Data Response — South Africa’s Mine Production (May)Emerging Markets Economics > Emerging Markets Economics Update — Greece, China and the spillovers to EMsAgricultural Commodities > Agricultural Commodities Update — Ethanol demand in Brazil to support sugar priceGlobal Markets > Global Markets Update — Falling equities in China unlikely to trigger a rout elsewhereEnergy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Developed Markets Chart Book — Will the euro remain resilient in the event of a Grexit?Precious Metals > Precious Metals Update — What next for silver?Middle East & North Africa Economics > Middle East Watch — Eqyptian pound has further to fall
US Economics > US Economics Update — Is Puerto Rico the next Greece?China Economics > China Economics Update — Leadership rattled but not reversing course on reformAfrica Economics > Africa Economics Update — Kenya: Another rate hike to shore up shillingAgricultural Commodities > Agricultural Commodities Markets Monitor — Supply worries see prices spike and investors turn bullishCommodities Overview > Commodities Update — China's equity gyrations not such a big deal for commoditiesIndustrial Metals > Industrial Metals Stock Monitor — Stocks tread water in JuneChina Economics > China Economics Focus — China’s impact on the worldGlobal Markets > Global Markets Update — What next for EMBI+ junk bonds?Australia & New Zealand Economics > Australia & New Zealand Economics Update — Lower dollar won't prevent further RBA rate cutsChina Economics > China Economics Update — China puts faith in market meddling
Precious Metals > Precious Metals Update — New (lower) forecasts for precious metals pricesEnergy > Energy Update — All signs point south for oil pricesEmerging Europe Economics > Emerging Europe Data Response — Russia CPI (Jun.)Commodities Overview > Commodities Update — Greek "no" leads us to revise our forecasts for oil and goldEmerging Asia Economics > Emerging Asia Economics Update — Ringgit weakness to remain a constraint on policy in MalaysiaMiddle East & North Africa Economics > Middle East Data Response — Whole Economy PMIs (Jun.)Commodities Overview > Commodities Weekly Wrap — Fears about global growth weigh on industrialsAgricultural Commodities > Agricultural Commodities Update — Rising demand and tighter supply to lift arabica pricesEnergy > Energy Update — Europe well positioned to weather Ukraine gas disruptionsUK Economics > UK Economics Chart Book — Recovery in real wages looks sustainable
Emerging Asia Economics > Emerging Asia Economics Weekly — Is there an end in sight to the export slowdown?European Economics > European Economics Update — Greece has room to grow outside the euroJapan Economics > Japan Economics Weekly — Would Grexit matter for Japan?Industrial Metals > Industrial Metals Chart Book — Concerns about global growth weigh on pricesGlobal Markets > Emerging Markets Valuation Monitor — Valuations suggest another currency slump is unlikelyPrecious Metals > Precious Metals Update — What does China’s rebalancing mean for gold?Global Markets > Global Markets Update — Sterling devaluations & UK equities – implications for GreeceEuropean Economics > European Economics Update — Sweden’s Riksbank boosts stimulus to weaken kronaIndia 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 prices
Japan Economics > Japan Chart Book — Activity slowdown dents hopes of strong price gainsAgricultural Commodities > Agricultural Commodities Update — Soybean prices now more likely to fall than riseCommodities Overview > Commodities Markets Chart Book — Grains aside, commodities remain in the doldrumsEnergy > Energy Data Response — US Weekly Petroleum Status ReportEuropean Economics > European Chart Book — Contagion from Greece limited for nowUS 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?European Economics > European Economics Update — For how long will low oil prices boost spending growth?China Economics > China Markets Monitor — Echoes of 2007Agricultural Commodities > Agricultural Commodities Watch — Competition from soy will push palm oil prices lower
Industrial Metals > Industrial Metals Update — The only way is up for nickel pricesAfrica Economics > Africa Markets Monitor — Domestic factors dominate African marketsLatin 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" threatGlobal 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 temporary