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Emerging Markets Economics > Emerging Markets Economic Outlook — In the footsteps of the Fed?Agricultural Commodities > Agricultural Commodities Update — Ample US grain and soybean stocks to push prices lowerGlobal Markets > Global Markets Update — Will the ECB’s QE provide more fuel for euro-zone bonds?Global Markets > Global Markets Update — Markets still under-pricing “Grexit” risksEuropean Economics > European Chart Book — Consumers drive the recoveryLatin America Economics > Latin America Markets Monitor — Currency rout rules out further policy easingEmerging Asia Economics > Emerging Asia Markets Monitor — Currencies and equity markets drop backAfrica Economics > Africa Markets Monitor — Markets unfazed by Nigeria election so farEnergy > Energy Update — European gas prices heading back downMiddle East & North Africa Economics > Middle East Economic Updates — Saudi Arabia simply taking a long-term view of the oil market
China Economics > China Markets Monitor — Chinese equities surge to seven-year highMiddle East & North Africa Economics > Middle East Markets Monitor — Yemen crisis weighs on region’s equity marketsEmerging Asia Economics > Emerging Asia Economics Update — Is a weak rupiah a threat to Indonesia?Agricultural Commodities > Agricultural Commodities Update — Lumber price to rise despite higher interest ratesCommodities Overview > Commodities Weekly Wrap — Middle East tensions boost oil pricesPrecious Metals > Precious Metals Update — Silver outshining goldIndustrial Metals > Industrial Metals Update — Zinc to continue to outperformEuropean Economics > European Economics Weekly — Euro-zone consumers look ready to start spendingLatin America Economics > Latin America Chart Book — Currency sell-off puts paid to further policy looseningGlobal Markets > Global Markets Update — The dollar and the US stock market – a historical perspective
Energy > Energy Update — Fallout from YemenAgricultural Commodities > Agricultural Commodities Update — Tighter market to push coffee prices higherMiddle East & North Africa Economics > Middle East Economic Updates — First thoughts on the escalating conflict in YemenGlobal Markets > Emerging Markets Capital Flows Monitor — Investors regain their appetite for EM assetsEnergy > Energy Watch — A year of two halvesAfrica Economics > Africa Chart Book — Nigerian politics take centre stageIndustrial Metals > Industrial Metals Focus — Analysing the drivers of the nickel priceEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Chart Book — Slump in productivity growth could be pivotalEmerging Europe Economics > Emerging Europe Chart Book — Central Europe shaping up well at the start of 2015
European Economics > European Data Response — German Ifo Survey (Mar.)Middle East & North Africa Economics > Middle East Chart Book — Saudi Arabia refuses to budgeEmerging Asia Economics > Emerging Asia Economics Update — Currency strength one reason Asian rates will stay low, for nowAgricultural Commodities > Agricultural Commodities Watch — What hope for sugar prices?Emerging Asia Economics > Emerging Asia Chart Book — Exports take a turn for the worseIndustrial Metals > Industrial Metals Update — Possible flaws in the ‘‘iron ore plan’’European Economics > European Economics Update — Portugal’s good news should be treated with cautionGlobal Markets > Global Markets Update — Too soon to call the turn in the dollarAgricultural Commodities > Agricultural Commodities Update — Cotton price to fall despite market moving into deficitUS Economics > US Economics Update — Are lower oil prices a net negative for the US after all?
Commodities Overview > Commodities Weekly Wrap — Dovish Fed cheers commodity marketsUS Economics > US Economics Weekly — Does the Fed most fear a potential bond market rout?Industrial Metals > Industrial Metals Data Response — Global Steel Production (Feb.)European Economics > European Economics Weekly — Greece still hanging by a threadEmerging Markets Economics > Emerging Markets Economics Update — Currency weakness concentrated in low-saving EMsEnergy > Energy Update — Time to think again about US natural gas prices?India Economics > India Markets Monitor — Fed policy unlikely to have major impact on rupeeEmerging Europe Economics > Emerging Europe Economics Update — A looming fall in gas exports adds to concerns in RussiaAgricultural Commodities > Agricultural Commodities Chart Book — Dollar heat wilts agricultural pricesCommodities Overview > Commodities Markets Chart Book — Stronger dollar dominates
Commodities Overview > Commodities Update — Fed tightening still a near-term threat, but can be offsetGlobal Markets > Global Markets Update — What to make of the Fed’s new projectionsEuropean Economics > European Economics Update — SNB will have to act against the franc before longUK Commercial Property > UK Commercial Property Update — Will the stronger pound undermine hotel returns?Industrial Metals > Industrial Metals Update — Lead demand to pick up this yearPrecious Metals > Precious Metals Update — Gold prices to rebound despite higher US interest ratesEnergy > Energy Data Response — US Weekly Petroleum Status ReportEuropean Economics > European Economics Update — Krona’s rise forces Sweden’s Riksbank to ease policy againEuropean Economics > European Data Response — Euro-zone Trade & Construction (Jan.)Africa Economics > Africa Outlook — A difficult year ahead
Middle East & North Africa Economics > Middle East Economic Updates — Floating currencies in the Gulf a long way offAustralia & New Zealand Economics > Australia & New Zealand Economics Update — What does the US Fed mean for Australia and New ZealandGlobal Markets > Developed Markets Valuation Monitor — Will the New Zealand dollar remain overvalued?UK Markets > UK Markets Analyst — Political risks may check sterling’s rallyEmerging Europe Economics > Emerging Europe Markets Monitor — Ukrainian bonds fall further as debt talks startEnergy > Energy Update — New lows for US oil price unlikely to be sustainedEmerging Markets Economics > Emerging Markets Economics Update — How worried should we be about the strong dollar?China Economics > China Chart Book — Policymakers strike sanguine noteCommodities Overview > Commodities Update — What do China’s prospects mean for commodity prices?Energy > OPEC Watch — OPEC production fall only temporary
Agricultural Commodities > Agricultural Commodities Update — Strong dollar to put further pressure on price of soybeansIndustrial Metals > Industrial Metals Update — Western investors turning positive on copperCommodities Overview > Commodities Weekly Wrap — Commodity prices wilt in face of surging dollarLatin America Economics > Latin America Data Response — Mexico Industrial Production (Jan.)Precious Metals > Precious Metals Update — Quantifying the downside – and upside – for goldPrecious Metals > Precious Metals Update — Quantifying the downside – and upside – for goldEuropean Economics > European Economics Weekly — Now is the euro low enough?UK Economics > UK Economics Weekly — Is the pound riding for a fall?Emerging Asia Economics > Emerging Asia Economics Weekly — Rupiah weakness is unlikely to revive Indonesia’s economyLatin America Economics > Latin America Update — Griesa deals another blow to Argentina
Latin America Economics > Latin America Update — Currency concerns prevent interest rate cut in PeruUK Markets > UK Markets Chart Book — Strong pound masks emerging election concernsEnergy > Energy Chart Book — Energy prices fall back on high stocks and milder weatherLatin America Economics > Latin America Update — Currencies unlikely to go into freefallGlobal Economics > Global Economics Update — Should we worry about dollar strength?European Economics > European Economics Focus — Will Greece & deflation re-ignite the euro-zone crisis?European Economics > European Data Response — Euro-zone Industrial Production (Jan.)Agricultural Commodities > Agricultural Commodities Focus — How do oil prices, diets and climate change affect food prices?Energy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Global Markets Update — A selection of our key calls
Agricultural Commodities > Agricultural Commodities Update — Corn stocks revised down, but still hugeIndustrial Metals > Industrial Metals Stock Monitor — Copper stocks rise againEuropean Economics > European Economics Update — How low will the euro go?Global Markets > Emerging Markets Markets Chart Book — Fragile EM currencies set for further weaknessEmerging Markets Economics > Emerging Markets Economics Update — Assessing the fallout from the EM currency slumpEnergy > Energy Update — How do lower rig counts affect oil production?Commodities Overview > Commodities Update — Can commodity prices resist further dollar strength?European Economics > European Economics Update — Will QE hit the buffers before the job is done?Global Markets > Global Markets Update — Will euro-zone sovereign credit spreads grind even lower?Emerging Markets Economics > Emerging Markets Economics Update — Fragile five whittled down to three
Agricultural Commodities > Agricultural Commodities Update — Chinese stockpiling to support demandCommodities Overview > Commodities Update — China’s commodity import data still distorted by holidaysAfrica Economics > Africa Watch — South Africa faces lasting energy crisisLatin America Economics > Latin America Watch — China unlikely to write a blank cheque for Lat AmCommodities Overview > Commodities Weekly Wrap — Payrolls data are not all bad newsUS Economics > US Economics Weekly — Why haven’t households spent their gasoline windfall?Industrial Metals > Industrial Metals Update — Little to support US steel prices, for nowGlobal Markets > Developed Markets Chart Book — Swiss franc’s recent depreciation unlikely to lastUK Housing > UK Housing Market Monthly — Housing market activity showing some signs of lifeAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — Was that it?
Africa Economics > Africa Economics Update — Next CBK Governor to face less pressure to start tightening cycleEmerging Markets Economics > Emerging Markets Financial Risk Monitor — Venezuela in crisis, but EM risks generally lowEnergy > Energy Update — China takes another step away from coal powerIndustrial Metals > Industrial Metals Update — Tin prices to rise even without an Indonesian export banAfrica Economics > Africa Economics Focus — Low commodity prices spell an era of weaker growth for SSAMiddle East & North Africa Economics > Middle East Economic Updates — Gulf public investment projects to take the hit from low oil pricesGlobal Markets > Global Markets Update — What next for India’s financial markets?Industrial Metals > Industrial Metals Chart Book — Copper provides a glimmer of hopeEnergy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Global Markets Update — What's really behind negative bond yields?
This article appears in multiple services — Misery index on track for 50-year lowEnergy > Energy Update — What impact would an Iran-US nuclear deal have on oil prices?European Economics > European Chart Book — Deflationary pressures remain intenseJapan Economics > Japan Chart Book — Low inflation puts policymakers in a bindPrecious Metals > Precious Metals Update — Will platinum prices recover?Commodities Overview > Commodities Economics Chart Book — Commodities on the way upEmerging Europe Economics > Emerging Europe Economics Update — Ruble rally largely explained by oil reboundAustralia & New Zealand Economics > Australia & New Zealand Economic Outlook — Struggling to cope with commodity collapseAustralia & New Zealand Economics > Australia & New Zealand Economics Update — 10 key calls on Australia and New ZealandCommodities Overview > Commodities Weekly Wrap — Outlook for metals brightening
Agricultural Commodities > Agricultural Commodities Update — Faster sales of Thailand’s rice stocks should pull down pricesGlobal Markets > Emerging Markets Valuation Monitor — Time for EM equities to shine?Emerging Asia Economics > Emerging Asia Economics Weekly — Where next for Indonesia’s current account?Industrial Metals > Industrial Metals Update — Bauxite shortfall to support alumina pricesUK Economics > UK Economics Weekly — Is a recovery in exports finally underway?Latin America Economics > Latin America Data Response — Chile Retail Sales, Ind. Prod. & Copper Prod. (Jan.)Precious Metals > Precious Metals Update — Indian budget likely to be a small positive for goldGlobal Economics > Global Monetary Indicators Monitor — Global easing cycle not over yetEnergy > Energy Update — Europe able to weather any disruption in Russian gas suppliesEmerging Asia Economics > Emerging Asia Markets Monitor — Asian equity markets continue good run
Japan Economics > Japan Economics Weekly — Electricity prices to remain highEmerging Markets Economics > Emerging Markets Inflation Monitor — Falling energy prices push many EMs into deflationAfrica Economics > Africa Chart Book — Delay to Nigeria’s election puts naira under pressureChina Economics > China Markets Monitor — Funding costs set to fallLatin America Economics > Latin America Markets Monitor — Brazilian real hits weakest level in a decadeAfrica Economics > Africa Economics Update — Kenyan interest rates held, but will rise within 12 monthsIndustrial Metals > Industrial Metals & Mining Watch — A rosy outlook for copper pricesEnergy > Energy Update — Is OPEC likely to call an extraordinary meeting?Middle East & North Africa Economics > Middle East Chart Book — Inflation pressures easing across the MENA regionEnergy > Energy Data Response — US Weekly Petroleum Status Report