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Energy > Energy Chart Book — Prospects of supply cuts boost oil and coal pricesMiddle East & North Africa Economics > Middle East Economic Outlook — Gulf set for weaker growth, North Africa to outperformIndustrial Metals > Industrial Metals Update — Chinese steel prices to remain in the doldrumsGlobal Markets > Emerging Markets Markets Chart Book — What’s behind the EMBI Global spread?Emerging Markets Economics > Emerging Markets Trade Monitor — Split in EM export performance is wideningEmerging Europe Economics > Emerging Europe Economics Update — IMF package brings Ukraine back from the brinkEnergy > Energy Data Response — US Weekly Petroleum Status ReportEuropean Economics > European Economics Update — Does Greece still need a weaker currency?Agricultural Commodities > Agricultural Commodities Update — Higher demand can’t offset rise in productionEmerging Markets Economics > Emerging Markets Economics Update — Which EMs are most at risk from dollar strength?
Industrial Metals > Industrial Metals Stock Monitor — Stocks failing to signal demand trendsEnergy > OPEC Watch — Oil glut likely to continue in the first half of 2015UK Markets > UK Markets Chart Book — Rate hike could still come sooner than markets thinkAfrica Economics > Africa Data Response — South Africa Manufacturing Production (Dec.)Latin America Economics > Latin America Economic Outlook — Recovery set to be slow-goingChina Economics > China Economics Focus — Five key questions about the renminbiCommodities Overview > Commodities Analyst — 2015 to be a year of recovering pricesAgricultural Commodities > Agricultural Commodities Update — Lift in wheat price is not the start of an upward trendEmerging Europe Economics > Emerging Europe Watch — What to make of the latest currency moves in Central EuropeEuropean Economics > European Economics Focus — Is deflation here to stay this time?
Commodities Overview > Commodities Update — China’s commodity imports slip from December recordCommodities Overview > Commodities Weekly Wrap — A sustained rally in oil prices?Precious Metals > Precious Metals Update — How big a threat is Fed tightening to gold prices?European Economics > European Economics Weekly — Grexit risks risingAgricultural Commodities > Agricultural Commodities Markets Monitor — Positive sentiment towards agriculturals fadesEmerging Europe Economics > Emerging Europe Economics Update — Turkey caught in currency crosswindsGlobal Economics > Global Economics Update — Which governments gain the most from lower bond yields?Emerging Europe Economics > Emerging Europe Economics Update — Oil prices to determine interest rate moves in RussiaEuropean Economics > European Chart Book — Modest recovery continues despite Greek crisisAfrica Economics > Africa Watch — African Eurobond debts manageable, for now
Global Markets > Global Markets Update — Has “safe-haven” demand driven US Treasury yields down?Industrial Metals > Industrial Metals Update — Shifting dynamics in the tin tradeUS Economics > US Data Response — International Trade (Dec.)UK Economics > UK Economics Update — MPC stays focused on deflation risksGlobal Economics > Global Economics Chart Book — Global growth rate set to recoverUK Economics > UK Economics Update — Oil price rebound does not eliminate chance of deflationJapan Economics > Japan Chart Book — Price pressure moderates despite rebound in activityGlobal Markets > Global Markets Update — Is there more upside for equities in Japan than in the euro-zone?Energy > Energy Data Response — US Weekly Petroleum Status ReportPrecious Metals > Precious Metals Update — Is deflation good or bad for gold?
Energy > Energy Update — European gas prices set to plummetAgricultural Commodities > Agricultural Commodities Update — Risks to the price of sugar remain to the downsideIndustrial Metals > Industrial Metals Chart Book — Metals prove resistantUK Economics > UK Economics Chart Book — Economy starts 2015 on a surer footingGlobal Economics > Global Economics Update — Partial recovery in oil prices ideal for world economyGlobal Markets > Developed Markets Chart Book — Equity rally to shift from euro-zone to JapanEuropean Commercial Property > European Commercial Property Updates — Could Norwegian property go from hero to zero in 2015?European Economics > European Economics Update — Can GDP-linked bonds solve Greece’s debt problems?Commodities Overview > Commodities Economics Chart Book — Precious metals prove their worthGlobal Economics > Global Economics Update — Are low freight costs signalling a wider slowdown?
US Economics > US Data Response — ISM Manufacturing Index (Jan.)Latin America Economics > Latin America Update — More budget cuts likely in MexicoThis article appears in multiple services — Downsides of lower oil prices are overstatedPrecious Metals > Precious Metals Update — Gold to benefit from revival of Grexit concernsIndustrial Metals > Industrial Metals Update — Mine closures will lift zinc prices in 2015-16Emerging Asia Economics > Emerging Asia Markets Monitor — Asian equity markets make winning start to 2015Commodities Overview > Commodities Weekly Wrap — Copper caught up in January sell-offUS Economics > US Economics Weekly — Big number of small winners > small number of big losersCommodities Overview > Commodities Update — Bargain hunting to boost China’s commodity imports in 2015Global Markets > Capital Markets Analyst — Are very low bond yields here to stay?
Global Economics > Global Fiscal Watch — How hard will lower prices hit oil producers’ budgets?China Economics > China Markets Monitor — Equities hit choppy watersEmerging Asia Economics > Emerging Asia Economics Weekly — Reasons to be optimistic about Korea’s economy in 2015UK Consumer > UK Consumer Data Response — GfK/NOP Consumer Confidence (Jan.)Emerging Markets Economics > Emerging Markets Economics Update — How exposed are EMs to contagion from Greece?Global Markets > Global Markets Update — What’s really happening to US inflation expectations?Industrial Metals > Industrial Metals Update — What next for the dysfunctional aluminium market?Emerging Europe Economics > Emerging Europe Chart Book — Ukrainian default looking inevitableEuropean Commercial Property > European Commercial Property Updates — How much further will Moscow rental values fall?Emerging Asia Economics > Emerging Asia Chart Book — Interest rate cuts to be exception rather than rule
Latin America Economics > Latin America Data Response — Chile Retail Sales, Ind. Prod. & Copper Prod. (Dec.)Agricultural Commodities > Agricultural Commodities Update — Ukraine’s move to curb wheat exports won’t stop prices fallingIndia Economics > India Economics Update — Rupee strength supports case for policy looseningGlobal Economics > Global Economics Update — More to cheer than fear from “currency wars”Emerging Europe Economics > Emerging Europe Economics Update — How big a buffer do Russia’s FX reserves provide?Middle East & North Africa Economics > Middle East Markets Monitor — Egyptian equities hit seven-year high, pound fallsGlobal Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?Energy > Energy Data Response — US Weekly Petroleum Status ReportPrecious Metals > Precious Metals Update — Platinum prices to rise on buoyant jewellery demandEnergy > Energy Focus — Are lower crude oil prices here to stay?
Emerging Europe Economics > Emerging Europe Data Response — Russia Activity Data (Dec.) & anti-crisis measuresMiddle East & North Africa Economics > Middle East Economic Updates — Fall in Egyptian pound has further to runJapan Economics > Japan Economics Update — Government eases pressure on BoJ to expand stimulusEmerging Markets Economics > Emerging Markets Economics Focus — What do lower oil prices mean for the emerging world?Global Markets > Global Markets Update — Are markets too sanguine about contagion from Greece?Energy > Energy Update — Rise in US oil stocks supports spot pricesAfrica Economics > Africa Markets Monitor — Naira remains under pressureGlobal Markets > Global Markets Update — Will the ECB’s QE keep the euro under pressure?China Economics > China Chart Book — Renminbi strength puts exporters under pressureUK Economics > UK Quarterly Review — Will the recovery fizzle out in 2015?
Agricultural Commodities > Agricultural Commodities Update — Outlook for US homebuilding is positive for lumberIndustrial Metals > Industrial Metals & Mining Watch — Supply to continue to weigh on iron ore pricesJapan Economics > Japan Economics Update — Impact of weaker yen on export volumes remains elusiveEmerging Europe Economics > Emerging Europe Economics Update — Ruble crisis to force larger Russian bank recapitalisationsMiddle East & North Africa Economics > Middle East Chart Book — Egypt’s economy comes back into the spotlightCommodities Overview > Commodities Weekly Wrap — Oil prices finding a floor as precious metals reboundAgricultural Commodities > Agricultural Commodities Chart Book — Weak demand adds to pressure from ample supplyGlobal Economics > Global Trade Monitor — Plunge in oil prices to transform global trade balancesUK Consumer > UK Consumer Monthly — Recovery set to strengthen in 2015Precious Metals > Precious Metals Update — Silver to out-perform gold as both climb further
Agricultural Commodities > Agricultural Commodities Update — Weak demand to push the price of cocoa lowerEmerging Europe Economics > Emerging Europe Markets Monitor — ECB QE provides modest bump to marketsThis article appears in multiple services — Euro-zone QE largely positive for UKGlobal Markets > Global Markets Update — Will Greece’s election be more important for EZ bonds than QE?Emerging Asia Economics > Emerging Asia Economics Weekly — Does Singapore’s currency regime still suit its needs?Emerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q1 2015)Commodities Overview > Commodities Data Response — China and Euro-zone Flash Manufacturing PMIs (Jan)Japan Economics > Japan Economics Weekly — Limited demand boost from cheaper oilAfrica Economics > Africa Chart Book — Lower oil prices to delay rate hikes, but not in NigeriaIndustrial Metals > Industrial Metals Update — Mine closures to boost lead prices
Commodities Overview > Commodities Update — What does QE in the euro-zone mean for commodities?Energy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Global Markets Update — Has foreign demand contributed to the rally in US Treasuries?Latin America Economics > Latin America Markets Monitor — Falling commodity prices weigh on marketsEuropean Economics > European Economics Update — Danish central bank needs to do more to defend euro pegGlobal Economics > Global Economic Outlook — Oiling the wheelsGlobal Markets > Emerging Markets Capital Flows Monitor — Investors’ enthusiasm for EM assets should returnEnergy > Energy Update — Fall in US oil rigs should lead to a fall in output, just not yetPrecious Metals > Precious Metals Update — Gold price on track for $1,400Middle East & North Africa Economics > Middle East Economic Updates — Saudi economy won’t collapse but growth will soften in 2015-16
European Economics > European Economics Update — Plan for NCBs to conduct QE will further limit its effectsIndustrial Metals > Industrial Metals Update — US steel prices should rebound in 2015European Economics > European Economic Outlook — Crisis 2.0?China Economics > China Economics Update — How durable is the Hong Kong peg?India Economics > India Markets Monitor — Markets buoyed by RBI’s early rate cutEuropean Commercial Property > European Commercial Property Updates — How will the Swiss franc’s appreciation affect property?Global Markets > Global Markets Update — Has the Fed driven down the term premium on US Treasuries?Middle East & North Africa Economics > Middle East Economic Updates — Egyptian pound to fall further as central bank loosens its gripChina Economics > China Economics Update — How much does today’s slide in Shanghai matter?Global Markets > Developed Markets Valuation Monitor — Swiss franc most overvalued DM currency after surge?
European Economics > European Economics Weekly — SNB move is a heavy blow for the Swiss economyUS Economics > US Economics Weekly — How hard will the oil price slump hit mining investment?Emerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeThis article appears in multiple services — Deflation should be briefer in the UK than overseasEmerging Asia Economics > Emerging Asia Economics Weekly — Will falling oil prices push Emerging Asia into deflation?Global Markets > Global Markets Update — Some market implications of the SNB's change in policyUK Markets > UK Markets Chart Book — Gilt yields hit new lows on growth, not deflation, concernsEuropean Economics > European Economics Update — Sustained franc strength will hit Swiss economy hardEuropean Commercial Property > European Commercial Property Updates — Lower oil prices unlikely to drive French retail recovery in 2015Africa Economics > Africa Economics Update — Decline in oil prices not a disaster for Nigeria’s public finances
Global Markets > Global Markets Update — Would euro-zone equities benefit from QE?Emerging Markets Economics > Emerging Markets Economics Update — How and where we differ from the consensusJapan Economics > Bank of Japan Watch — Lower inflation expectations to require policy responseEmerging Asia Economics > Emerging Asia Economic Outlook — Lower oil prices to support growthAfrica Economics > Africa Data Response — Ghana GDP (Q3) & Kenya Interest RateGlobal Economics > Global Economics Update — Should we now worry about the fall in copper prices too?Commodities Overview > Commodities Update — Will gold’s strong start to 2015 be sustained?Middle East & North Africa Economics > Middle East Economic Updates — Saudi economy ended last year on a weaker noteEmerging Europe Economics > Emerging Europe Economics Update — Drop in oil prices means deflation for most in 2015Global Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?