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Commodities > Commodities Update — China has the cotton market sewn up for nowChina Economics > China Economics Update — Can Shanghai become a global financial centre?This article appears in multiple services — Nikkei set to outperform againGlobal Markets > Developed Markets Chart Book — US Treasuries shrug off debt ceiling crisisEuropean Commercial Property > European Commercial Property Updates — Will Spanish property yields close the gap with core markets?Global Markets > Global Markets Update — Gilt yields to remain low despite strengthening UK economyCommodities > Commodities Update — Brent - WTI spread to fall back againCommodities > Commodities Update — Industrial metals prices to remain weakAfrica Economics > Africa Economics Update — Oil production alone won’t solve Ghana’s deficit problemsGlobal Markets > Global Markets Update — Will emerging market equities continue to recover?
Commodities > Commodities Chart Book — Commodity prices fall despite support from the FedChina Economics > China Markets Monitor — China’s market rally fadesEmerging Markets Economics > Emerging Markets Economics Update — Quick-fire reforms won’t prevent renewed taper-turbulenceCommodities > Commodities Update — Demand to play a bigger role in crop price changesGlobal Markets > Global Markets Update — Narrowing in euro-zone bond spreads may have run its courseEmerging Europe Economics > Emerging Europe Economics Update — Improving Czech economy reduces need for FX interventionLatin America Economics > Latin America Markets Monitor — Markets find their feet after summer sell-offMiddle East & North Africa Economics > Middle East Markets Monitor — Equity markets rebound on back of Syria deal & Fed decisionGlobal Markets > Emerging Markets Valuation Monitor — Regional divergence in stock market valuationsGlobal Markets > Global Markets Update — Market implications of yet another US debt-ceiling crisis
Global Markets > Emerging Markets Capital Flows Monitor — Is the tide turning?Emerging Europe Economics > Emerging Europe Markets Monitor — Central Europe has muted reaction to QE tapering delayEmerging Asia Economics > Emerging Asia Markets Monitor — Emerging Asia Markets Monitor (Sep.)Commodities > Commodities Update — Improvement in China not enough to boost metal pricesAfrica Economics > Africa Markets Monitor — African markets rally as Fed delays taperingCommodities > Commodities Update — Detente between the US and Iran to undermine oil pricesCommodities > Commodities Update — The environment looks to be winning the war on coalGlobal Markets > Global Markets Update — Can sterling’s summer rally be sustained?Global Markets > Global Markets Update — The market implications of the FOMC's attitude to taperingCommodities > Commodities Update — What does the Fed decision mean for commodities?
Commodities > Commodities Update — Can seasonal demand alone rescue the price of gold?Latin America Economics > Latin America Update — Venezuela: New foreign exchange mechanism, old problemsGlobal Markets > Global Markets Update — Are European equities really undervalued?Global Markets > Developed Markets Valuation Monitor — Portuguese government bonds come under fireCommodities > Commodities Update — If the oil market is well supplied, what's keeping prices high?Emerging Markets Economics > Emerging Markets Economics Update — EM policymakers step back from foreign exchange interventionGlobal Markets > Emerging Markets Markets Chart Book — Emerging market equities stop underperformingLatin America Economics > Latin America Update — Weaker currencies have not fully restored competitivenessAfrica Economics > Africa Watch — Fed tapering unlikely to put region’s external positions at riskGlobal Markets > Global Markets Update — Who will pick up the slack when the Fed stops buying?
Global Markets > Global Markets Update — The global implications of Fed taperingEmerging Europe Economics > Emerging Europe Economics Update — Ukraine: hryvnia’s stability masks underlying weaknessCommodities > Commodities Update — Rising China demand won't stop oil prices from fallingUK Markets > UK Markets Chart Book — 10-year gilt yields hit 3% as markets disregard guidanceMiddle East & North Africa Economics > Middle East Watch — What next for the Egyptian pound?Global Markets > Global Markets Update — What effect will Germany's election have on euro-zone bonds?Canada Economics > Canada Economics Weekly — Canadian dollar headed even lower before year-endUS Economics > US Economics Weekly — Fannie, Freddie and financial repressionCommodities > Commodities Focus — Oil prices should fall back as conventional supply recoversGlobal Markets > Global Markets Update — Accounting for stock market overvaluation
Commodities > Commodities Update — Thai rice price has not quite found its floor yetGlobal Markets > Developed Markets Chart Book — Government bonds decouple, but for how long?Global Markets > Developed Markets Chart Book — Gilt yields surgeEmerging Asia Economics > Emerging Asia Economics Update — Currency weakness will not lead to inflation spike in AsiaCommodities > Commodities Chart Book — More upside for gold than oil?Global Markets > Global Markets Update — How has the Bank of Japan kept yields low?Emerging Asia Economics > Emerging Asia Economics Weekly — Is India’s economy heading the way of its currency?Global Markets > Emerging Markets Valuation Monitor — Are currencies now attractively valued?Africa Economics > Africa Markets Monitor — Currencies still under pressureLatin America Economics > Latin America Chart Book — Exporters beginning to benefit from weaker currencies
Emerging Asia Economics > Emerging Asia Chart Book — Rupee and rupiah take a hit, signs of resilience elsewhereChina Economics > China Markets Monitor — China bucks Asian market turmoilCommodities > Commodities Update — Shanghai copper premiums are likely to plummetGlobal Markets > Global Markets Update — Will emerging market currencies suffer a re-run of 2008?UK Markets > UK Markets Analyst — Gilts may yet decouple from TreasuriesMiddle East & North Africa Economics > Middle East Markets Monitor — Latest unrest has muted impact on Egyptian marketsGlobal Markets > Global Markets Update — Prospects for Emerging European equities are Poles apartCommodities > Commodities Update — What’s behind the rally in gold?Emerging Markets Economics > Emerging Markets Economics Update — Should we still worry about EM currency crises?Emerging Asia Economics > Emerging Asia Economics Weekly — It’s not all doom and gloom for Asia
Latin America Economics > Latin America Update — Brazil FX intervention plan looks big by EM standardsCanada Economics > Canada Economics Update — Favourable oil prices could spur business investmentEmerging Asia Economics > Emerging Asia Economics Update — How does India today compare with previous crises?Commodities > Commodities Data Response — China and euro-zone data provide some cheer (for now)Emerging Markets Economics > Emerging Markets Inflation Monitor — Currency weakness unlikely to cause EM inflation to riseCommodities > Commodities Update — LME steel prices set to rallyEmerging Asia Economics > Emerging Asia Markets Monitor — Emerging Asia Markets Monitor (Aug.)Commodities > Energy Watch — Will US energy exports be a game-changer?Global Markets > Global Markets Update — Has the Brazilian bond market gone nuts?Africa Economics > Africa Economics Update — South Africa: currency slump is a double-edged sword
Latin America Economics > Latin America Markets Monitor — Currencies back in the firing lineEmerging Europe Economics > Emerging Europe Markets Monitor — Coming through the EM sell-off relatively unscathedGlobal Markets > Emerging Markets Capital Flows Monitor — The floodgates re-open … at least temporarilyEmerging Asia Economics > Emerging Asia Economics Update — Is India heading toward crisis?Emerging Markets Economics > Emerging Markets Economics Update — Three questions (and answers) about the EM currency sell-offGlobal Markets > Global Markets Update — Does it still make sense to rotate out of bonds into equities?Global Markets > Developed Markets Valuation Monitor — Low valuations fuel euro-zone outperformanceThis article appears in multiple services — Latest jump in oil prices looks unsustainableGlobal Markets > Global Markets Update — What next for euro-zone equities?Commodities > Commodities Update — Are iron ore prices set to tumble?
Commodities > Commodities Update — China still the wildcardCommodities > Commodities Update — Grain and soybean prices still have further to fallGlobal Markets > Global Markets Update — Yen’s recovery likely to be temporaryJapan Economics > Japan Economics Weekly — Yen weakness is not a panaceaAfrica Economics > Africa Economics Focus — Nigeria: naira devaluation on the cardsCommodities > Commodities Update — Coffee prices to grind lower over the next yearUK Markets > UK Markets Chart Book — Forward guidance is already helping to anchor gilt yieldsGlobal Markets > Emerging Markets Markets Chart Book — Emerging market assets regain some poiseMiddle East & North Africa Economics > Middle East Economic Updates — Saudi oil sector’s drag on growth starting to easeCommodities > Commodities Data Response — China’s commodity imports surge higher
Commodities > Energy Watch — What could be the long term impacts of the shale boom?Commodities > Commodities Update — Plummeting cobalt prices still have further to fallGlobal Markets > Global Markets Update — Stock market implications of capitalising intellectual propertyCommodities > Commodities Focus — Uranium: the Capital Economics viewGlobal Markets > Capital Markets Analyst — Is the worst now over for "risky" assets?Commodities > Commodities Chart Book — Supply takes centre stageGlobal Markets > Emerging Markets Valuation Monitor — Dollar-denominated bonds continue to languishChina Economics > China Markets Monitor — Interest rate liberalisation hurts financial stocksAfrica Economics > Africa Markets Monitor — Calm after the stormMiddle East & North Africa Economics > Middle East Markets Monitor — Early market optimism in Egypt already starting to fade
Canada Economics > Canada Economics Update — Global potash price slump won't harm Canada's economyChina Economics > China Watch — Is China suffering from deflation?Commodities > Commodities Analyst — Headwinds set to persistLatin America Economics > Latin America Markets Monitor — Markets steady following Q2 routEmerging Markets Economics > Emerging Markets Activity Monitor — Glimmers of hope?Emerging Europe Economics > Emerging Europe Markets Monitor — Markets recovering from June’s sell-offCommodities > Commodities Data Response — China weakening, euro-zone stabilisingMiddle East & North Africa Economics > Middle East Chart Book — Egypt in turmoil (again)Emerging Asia Economics > Emerging Asia Chart Book — Bottoming out?US Economics > US Chart Book — Employment gains mean that QE3 tapering still on track
Latin America Economics > Latin America Update — Revamped SICAD won’t save VenezuelaMiddle East & North Africa Economics > Middle East Economic Outlook — Gulf set to slow as oil boom fadesCommodities > Commodities Update — Is silver set to outshine gold?China Economics > China Economics Update — Renminbi set to climb further this year and beyondEmerging Markets Economics > Emerging Markets Economics Chart Book — Currency sell-off unlikely to prompt a wave of rate hikesAfrica Economics > Africa Economics Update — South Africa: weak rand to prevent interest rate cutsEuropean Economics > European Economics Update — EFSF downgrade adds to pressure on core countriesJapan Economics > Japan Economics Update — Nuclear energy restart not a game changerCommodities > Commodities Update — Recent fall in gas prices due to a lot of hot airCanada Economics > Canada Economics Weekly — Canada should weather China's slowdown
Commodities > Commodities Update — Soybean prices likely to fall back by year endGlobal Markets > Global Markets Update — Bernanke bashing illustrates limits of “forward guidance”UK Markets > UK Markets Chart Book — Overseas developments continue to drive the gilt marketCommodities > Commodities Data Response — China’s commodity imports remain subduedGlobal Markets > Emerging Markets Markets Chart Book — Some tentative signs of stabilisationCommodities > Energy Watch — Ample supply to weigh again on oil pricesChina Economics > China Data Response — China’s commodity imports remain subduedLatin America Economics > Latin America Update — Latin America’s commodity boom – an opportunity missedThis article appears in multiple services — Will gilts decouple from US Treasuries?Global Markets > Global Markets Update — Too soon to write off the pound
Commodities > Commodities Update — What's behind the narrowing in the Brent-WTI spread?Latin America Economics > Latin America Update — Colombian industry still has a competitiveness problemMiddle East & North Africa Economics > Middle East Economic Updates — The economic implications of Egypt's second revolutionGlobal Markets > Global Markets Focus — Is the underperformance of EM equities set to continue?Global Markets > Developed Markets Chart Book — Fed policy outlook shakes stock marketsCommodities > Commodities Update — Is $100 oil here to stay?Global Markets > Global Markets Update — Is the Treasury market braced for future Fed tightening?UK Economics > UK Economics Update — Recent rise in yields need not spell fiscal gloomCommodities > Commodities Chart Book — Negative sentiment towards gold looks overdoneGlobal Markets > Global Markets Update — A more cautious view on gold