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Global Markets > Global Markets Update — Is there a bubble in technology stocks?Africa Economics > Africa Markets Monitor — Markets regain some composure after Q1 routUK Markets > UK Markets Chart Book — Gilt yields defy strong economic newsCommodities > Commodities Update — What China’s GDP data should mean for commoditiesCommodities > Commodities Analyst — Still too soon to call the turnChina Economics > China Economics Focus — A Chinese hard landing: Which Asian countries are most at risk?Emerging Asia Economics > Emerging Asia Economics Focus — A Chinese hard landing: Which Asian countries are most at risk?China Economics > China Data Response — Lending, credit (Mar.) & FX reserves (Q1)Global Markets > Developed Markets Valuation Monitor — Is there a bubble in the US tech sector?China Economics > China Economics Update — A new route for foreigners to invest in China’s equities
Commodities > Commodities Update — China's soybean demand is likely to slump later this yearCommodities > Commodities Update — One more leg down in copper prices still to comeCommodities > Commodities Data Response — Chinese commodity imports prove resilient, for nowCommodities > Commodities Update — How vulnerable are gold prices to rising real yields?Global Markets > Global Markets Update — What is the outlook for global real yields?Global Markets > Emerging Markets Markets Chart Book — Emerging market equities back in favourGlobal Markets > Global Markets Update — Better second half in store for the NikkeiGlobal Markets > Global Markets Update — What is the outlook for US corporate bond spreads?Commodities > Commodities Update — Unplanned supply outages keeping oil prices highCommodities > Commodities Update — Aluminium prices will still struggle this year
Global Markets > Developed Markets Chart Book — Is US corporate credit risk becoming mispriced?Japan Economics > Japan Chart Book — Investors’ verdict may be too harshGlobal Markets > Global Markets Update — Is the Aussie dollar heading down under?Global Markets > Emerging Markets Valuation Monitor — Will credit spreads continue to fall in Latin America?Commodities > Commodities Update — US farmers to prioritise soybeans over cornChina Economics > China Economics Update — Second bond default signals normalisation, not crisisCommodities > Commodities Chart Book — China fears weigh on industrial metal pricesGlobal Markets > Global Markets Update — Gulf between US & German bond yields looks set to widenChina Economics > China Markets Monitor — Liquidity tightens againEmerging Asia Economics > Emerging Asia Markets Monitor — A mixed month for Asian currencies
Commodities > Commodities Update — Slower growth in China's demand for oil to weigh on pricesMiddle East & North Africa Economics > Middle East Markets Monitor — MENA equities continue to outperformGlobal Markets > Global Markets Update — A selection of our non-consensus callsLatin America Economics > Latin America Markets Monitor — Markets steady after January routGlobal Markets > Global Markets Focus — Stock market implications of Corporate America's internationalisationCommodities > Energy Watch — Price of coal to drift gradually lowerGlobal Markets > Global Markets Update — Do capital flows explain the euro's strength?Commodities > Commodities Update — Solid fundamentals will support palladium pricesLatin America Economics > Latin America Update — Venezuela: SICAD2 is another false dawnGlobal Markets > Emerging Markets Capital Flows Monitor — When will the selling end?
Emerging Europe Economics > Emerging Europe Markets Monitor — Russian markets suffer as Ukraine crisis deepensGlobal Markets > Global Markets Update — Euro's strength against the US dollar unlikely to lastLatin America Economics > Latin America Update — Currency sell-off sees Colombia overtake ArgentinaEmerging Markets Economics > Emerging Markets Financial Risk Monitor — Venezuela and Thailand still the most at riskCommodities > Commodities Data Response — No sign of China headwinds easingCommodities > Commodities Update — Surge in supply will weigh on iron ore pricesCommodities > Commodities Update — More upside for Iraqi oil productionEmerging Europe Economics > Emerging Europe Economics Update — Winners and losers from the ruble’s fallEmerging Asia Economics > Emerging Asia Economics Update — Optimism over India’s elections may be misplacedCommodities > Commodities Update — Common factors driving agricultural prices higher
Global Markets > Global Markets Update — US rate expectations have further to riseAfrica Economics > Africa Markets Monitor — Currencies continue to tumbleChina Economics > China Chart Book — Hand of People’s Bank seen in currency fallCommodities > Commodities Update — It's time to differentiate more between metalsUK Markets > UK Markets Chart Book — UK equities still not benefiting from the economic recoveryGlobal Markets > Global Markets Update — The kiwi can fly! New Zealand dollar to remain highGlobal Markets > Developed Markets Valuation Monitor — New Zealand kiwi likely to remain overvaluedEmerging Asia Economics > Emerging Asia Economics Weekly — Inflation in Emerging Asia to remain subduedGlobal Markets > Global Markets Update — Are markets complacent about Ukraine?Emerging Markets Economics > Emerging Markets Economics Update — A primer on frontier markets
China Economics > China Economics Update — Are China’s exporters struggling to compete?Commodities > Commodities Update — Would the release of US strategic oil reserves be a game changer?Global Markets > Emerging Markets Markets Chart Book — Investors’ appetite returns, but is fussyGlobal Markets > Global Markets Update — Winners and losers from safe-haven demandCommodities > Commodities Update — Crop prices supported by weather and conflict risksCommodities > Commodities Update — Copper and iron ore prices to fall furtherGlobal Markets > Global Markets Update — What are the relative prospects for euro-zone and US bonds?Commodities > Commodities Update — Slowing demand to weigh on coal pricesCommodities > Commodities Update — China's imports likely to slow again in coming monthsMiddle East & North Africa Economics > Middle East Economic Updates — Pick-up in Saudi economy driven by the oil sector
This article appears in multiple services — What the crisis in Ukraine could mean for the rest of the worldGlobal Markets > Developed Markets Chart Book — Italy’s and Spain’s sovereign credit spreads fall furtherGlobal Markets > Global Markets Update — Is the UK MPC's new forward guidance working?European Economics > European Chart Book — Euro-zone consumers yet to join the recoveryCommodities > Commodities Update — What might China's "war on pollution" mean for metals prices?Commodities > Commodities Update — Ukraine crisis a bigger threat to grain markets than energyCommodities > Commodities Update — What does the Ukraine crisis mean for energy prices?Commodities > Commodities Chart Book — Unseasonal weather lifts pricesGlobal Markets > Global Markets Update — What will be the wider fallout from conflict in Ukraine?Japan Economics > Japan Economics Weekly — Competitive gains from weak yen fail to materialise
China Economics > China Markets Monitor — Renminbi hit by a policy waveEmerging Europe Economics > Emerging Europe Economics Update — Taking stock of the recent drop in the rubleGlobal Markets > Emerging Markets Valuation Monitor — Are equities in Latin America still overvalued?Africa Economics > Africa Chart Book — EM turbulence spreads to AfricaGlobal Markets > Global Markets Update — Low valuation of emerging market assets unlikely to persistUK Markets > UK Markets Analyst — Monetary policy to remain a support for asset pricesEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies rebound, rupiah leads the wayGlobal Markets > Global Markets Update — Will Spain’s and Italy’s bond spreads continue to fall?China Economics > China Economics Update — Wider currency band is not the goalGlobal Markets > Global Markets Update — Weaker euro should help euro-zone equities to outperform
European Economics > European Economics Update — Danish mortgage market set to weather regulatory stormCommodities > Commodities Update — Political upheaval in Thailand to weigh on rice pricesGlobal Markets > Emerging Markets Capital Flows Monitor — Some calm returns after January’s exodusMiddle East & North Africa Economics > Middle East Markets Monitor — MENA equities continue to soarLatin America Economics > Latin America Markets Monitor — Calm returns to Lat. Am. marketsChina Economics > China Economics Update — More volatility ahead for the renminbiCommodities > Energy Watch — Political risk and bad weather keep prices highEmerging Asia Economics > Emerging Asia Economics Weekly — India and Indonesia – not so fragile?Africa Economics > Africa Markets Monitor — EM currency turmoil spreads to AfricaEmerging Europe Economics > Emerging Europe Markets Monitor — Ukraine's political crisis takes a heavy toll on the markets
Commodities > Commodities Data Response — Sluggish manufacturing data to keep prices subduedGlobal Markets > Global Markets Update — Outlook for US equities is brighter than for bondsCommodities > Commodities Update — How are Chinese financing deals affecting the copper market?Global Markets > Global Markets Focus — How will UK equities fare in 2014 and 2015?Global Markets > Developed Markets Valuation Monitor — Relative valuation of Japanese equities at 30-year lowCommodities > Commodities Update — Quality over quantity for Chinese farmers, but supply still ampleEmerging Markets Economics > Emerging Markets Economics Update — What next for “frontier” currencies?Commodities > Commodities Update — Bad US weather driving commodity prices in unexpected waysGlobal Markets > Global Markets Focus — How does economic reform affect emerging market assets?UK Markets > UK Markets Chart Book — New guidance fails to refocus gilt market on UK outlook
Global Markets > Global Markets Update — Stock market valuation – should we adjust for payout policy?Middle East & North Africa Economics > Middle East Economic Updates — Could devaluations be on the cards in the non-oil economies?Commodities > Commodities Focus — Gold's last hurrah?Japan Economics > Japan Chart Book — Equity market slump unlikely to derail the recoveryCommodities > Commodities Data Response — China's imports not as strong as headlines suggestGlobal Markets > Emerging Markets Markets Chart Book — Emerging market assets suffer further lossesCommodities > Commodities Update — Strong demand to limit grain price fallsCommodities > Commodities Update — Falling aluminium premiums should support pricesGlobal Markets > Global Markets Update — What difference will revamped forward guidance have on Gilts?Emerging Asia Economics > Emerging Asia Economics Update — Rupee stability key to relaxation of India’s gold import curbs
Latin America Economics > Latin America Update — BCRA can’t keep up intervention for longEuropean Economics > European Economics Update — Slide in Norwegian krone may not be over yetCommodities > Commodities Focus — Deteriorating supply prospects to support PGM pricesLatin America Economics > Latin America Update — Colombia: BANREP to allow further peso weaknessEmerging Europe Economics > Emerging Europe Economics Update — What next for the hryvnia?Commodities > Commodities Update — Brazilian drought heats up coffee and sugar marketsGlobal Markets > Global Markets Focus — Making sense of the equity sell-offGlobal Markets > Developed Markets Chart Book — A strong start to 2014 for US TreasuriesCommodities > Commodities Update — Commodities look to stronger GDP growth for comfortGlobal Markets > Global Markets Update — Is it right to blame Fed tapering for the EM sell-off?
Commodities > Commodities Chart Book — A shaky start to 2014US Economics > US Economics Weekly — Fed right to ignore emerging market turmoilCanada Economics > Canada Economics Weekly — Bank of Canada can't ignore emerging market turmoilChina Economics > China Markets Monitor — A bitter end to the year of the snakeEmerging Europe Economics > Emerging Europe Chart Book — Market turmoil highlights region’s differencesEmerging Europe Economics > Emerging Europe Economics Update — Will Russia become the next EM to come under fire?Middle East & North Africa Economics > Middle East Economic Updates — IMF deals and Gulf aid spare MENA’s non-oil producersAfrica Economics > Africa Economics Update — Taking stock of the SARB’s surpriseGlobal Markets > Emerging Markets Valuation Monitor — Are emerging market currencies now undervalued?Global Markets > Global Markets Update — How to interpret the Nikkei-yen correlation
Japan Economics > Japan Economics Update — Nuclear shutdown not the main reason for surging trade deficitMiddle East & North Africa Economics > Middle East Markets Monitor — Egyptian financial markets rally on hopes for political stabilityEmerging Asia Economics > Emerging Asia Markets Monitor — Asia escaping the worst of recent EM turmoilGlobal Markets > Global Markets Update — Can EM equities shrug off rising Treasury yields?Latin America Economics > Latin America Update — Venezuela is unlikely to follow Argentina’s leadEmerging Europe Economics > Emerging Europe Markets Monitor — Turkey and Russia hit hard by the EM sell-offCommodities > Commodities Update — Cold weather heats up the US natural gas marketAfrica Economics > Africa Economics Update — South Africa: assessing the impact of the mining sector strikesCommodities > Commodities Update — Too soon to panic about zinc supplyGlobal Markets > Global Markets Update — Fall-out from emerging market instability should be short-lived