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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
China Economics > China Economics Update — What can policymakers do now?Commodities Overview > Commodities Weekly Wrap — Adverse weather boosts agriculturalsChina Economics > China Economics Update — Economic downside from equity collapse underappreciatedGlobal Markets > Global Markets Update — Outperformance of EM local currency bonds set to continuePrecious Metals > Precious Metals Data Response — China’s gold imports (May)Emerging Markets Economics > Emerging Markets Financial Risk Monitor — Risks building in China, Venezuela in crisisLatin America Economics > Latin America Markets Monitor — Lat Am markets shrug off threat of Fed hikesIndustrial Metals > Industrial Metals & Mining Watch — Waiting for zinc ...Emerging Markets Economics > Frontier Markets Monthly Wrap — European frontiers vulnerable to mounting threat of “Grexit”Agricultural Commodities > Agricultural Commodities Update — Slightly sweeter times ahead for the price of sugar
Middle East & North Africa Economics > Middle East Markets Monitor — Muted reaction as Saudi stock market opens upMiddle East & North Africa Economics > Middle East Markets Monitor — Muted reaction as Saudi stock market opens upUK Markets > UK Markets Analyst — Markets right to expect slow monetary tighteningEuropean Economics > European Economics Update — Market volatility won’t throw QE off trackAgricultural Commodities > Agricultural Commodities Update — How will China’s rebalancing affect consumption patterns?China Economics > China Economics Update — Scrapping the loan-to-deposit ratio won’t boost bank lendingEnergy > Energy Update — Lifting of sanctions on Iran is a major downside risk to oil pricesEnergy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Global Markets Update — On the relative valuation of US equities and bondsAfrica Economics > Africa Economics Update — Nigeria: Further FX restrictions a worrying sign
Latin America Economics > Latin America Chart Book — Lat Am markets shrug off threat of Fed hikesEnergy > Energy Update — What does China’s rebalancing mean for energy markets?Agricultural Commodities > Agricultural Commodities Update — A closer look at China’s import dataUS Economics > US Chart Book — Evidence mounts of a big second-quarter reboundCommodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (Jun.)Precious Metals > Precious Metals Update — India’s gold demand to remain strong despite poor monsoonIndustrial Metals > Industrial Metals Data Response — Global Aluminium Production (May)Industrial Metals > Industrial Metals Data Response — Global Steel Production (May)Global Markets > Global Markets Update — What explains the recovery in the euro?India Economics > India Markets Monitor — Rupee likely to weaken only gradually
Commodities Overview > Commodities Weekly Wrap — Industrial metals continue to struggleCommodities Overview > Commodities Update — What would “Grexit” mean for commodities?Global Markets > Developed Markets Valuation Monitor — Treasuries vulnerable to a reassessment of Fed policyAgricultural Commodities > Agricultural Commodities Chart Book — Weather conditions take charge of crop pricesGlobal Markets > Global Markets Update — New forecasts for US TreasuriesAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — RBA still has more work to doGlobal Economics > Global Economics Update — Reviewing the lessons from past devaluationsCommodities Overview > Commodities Update — Why commodity investors shouldn’t fear the FedGlobal Markets > Global Markets Update — Fed tightening unlikely to trigger a re-run of 1994 EM crashEuropean Economics > European Economics Update — SNB has more work to do in its fight against the franc
China Economics > China Chart Book — Debt swap helping to boost credit growthEnergy > Energy Data Response — US Weekly Petroleum Status ReportCommodities Overview > Commodities Markets Chart Book — Commodity markets come off the boil againGlobal Markets > Global Markets Update — How would euro-zone equities fare after a “Grexit”?Precious Metals > Precious Metals Update — What does China’s rebalancing mean for PGMs?UK Economics > UK Economics Update — MPC unlikely to follow the US Fed closely this timeIndustrial Metals > Industrial Metals Update — Support for iron ore prices to waneAgricultural Commodities > Agricultural Commodities Update — Deterioration in Thai stocks to boost rice pricesPrecious Metals > Precious Metals Markets Monitor — Investors turn even more negative on PMsGlobal Markets > Global Markets Update — Further big falls in EM currencies unlikely, but expect volatility
Australia & New Zealand Economics > Australia & New Zealand Economic Outlook — Policymakers have more work to doCommodities Overview > Commodities Focus — An introduction to Rare Earth ElementsMiddle East & North Africa Economics > Middle East Economic Outlook — Gulf countries weathering the storm, but growth to weakenGlobal Markets > Global Markets Update — A macroeconomic approach to US stock market valuationCommodities Overview > Commodities Weekly Wrap — Positive case for gold remains intactGlobal Economics > Global Inflation Watch — Oil price effect to unwind, but deflation risks persistIndustrial Metals > Industrial Metals Update — The impact of China’s “new normal” on metals demandEuropean Commercial Property > European Commercial Property Updates — Oil sector slowdown means Oslo office rental growth will disappointEuropean Economics > European Data Response — Euro-zone Industrial Production (Apr.)Global Markets > Global Markets Update — A selection of our key calls (advanced economies)
Precious Metals > Precious Metals Data Response — South Africa’s Mine Production (Apr.)Agricultural Commodities > Agricultural Commodities Update — Weather risks to take centre stage for crop pricesGlobal Markets > Emerging Markets Markets Chart Book — What next for EM dollar-denominated sovereign bonds?Energy > Energy Data Response — US Weekly Petroleum Status ReportUK Markets > UK Markets Chart Book — Demand for gilts weakens despite soft economic newsEnergy > OPEC Watch — OPEC production boosted by surging Iraqi outputAgricultural Commodities > Agricultural Commodities Data Response — Malaysia Monthly Palm Oil Data (May)Middle East & North Africa Economics > Middle East Watch — Optimism over opening up of Saudi’s stock market seems overdoneIndustrial Metals > Industrial Metals Stock Monitor — Lower stocks to help pave way for higher pricesAgricultural Commodities > Agricultural Commodities Update — Cocoa prices to ease as Ghana’s production rebounds
Africa Economics > Africa Economics Update — Kenya hikes rates to shore up shillingLatin America Economics > Latin America Watch — What next for crisis-stricken Venezuela?European Economics > European Data Response — Euro-zone GDP Breakdown (Q1)Energy > Energy Chart Book — Oversupply and weak demand drag energy prices downGlobal Markets > Global Markets Update — Would it be a big deal if A-shares were included in the MSCI?Industrial Metals > Industrial Metals Update — Global steel demand to struggle again this yearPrecious Metals > Precious Metals Data Response — World Gold Official Reserves (Apr.)UK Consumer > UK Consumer Update — Has food price inflation reached a trough?Commodities Overview > Commodities Update — China’s import volumes slip in MayPrecious Metals > Precious Metals Update — Gold price to benefit from further central bank buying
Emerging Markets Economics > Emerging Markets Economics Update — Oil windfall felt unevenly across EMsEuropean Economics > European Economics Update — Spain’s trio of economic tailwinds to fadeEmerging Europe Economics > Emerging Europe Economics Update — Political uncertainty adds to an already ugly picture in TurkeyCommodities Overview > Commodities Weekly Wrap — Ample supply to cap oil pricesPrecious Metals > Precious Metals Update — Can gold buck the trends of rising yields and dollar strength?Energy > Energy Update — OPEC ensures oil supplies to remain ampleEmerging Europe Economics > Emerging Europe Economic Outlook — Prospects divergeAgricultural Commodities > Agricultural Commodities Markets Monitor — Investors become more bearish on agriculturalsGlobal Markets > Developed Markets Chart Book — Surge in German Bund yields unlikely to lastUK Economics > UK Economics Weekly — What scope does Osborne have to smooth the cuts?
Global Economics > Global Economics Update — What would constitute a Greek default?Australia & New Zealand Economics > Australia & New Zealand Economics Weekly — Economy will soon run out of puffPrecious Metals > Precious Metals Update — Strong US auto sales to boost PGMs demandGlobal Markets > Global Markets Update — Is this really the start of a bear market in Bunds?Industrial Metals > Industrial Metals Update — Why we are positive on copper pricesJapan Economics > Japan Economics Update — Will the government stop the yen from weakening further?UK Consumer > UK Consumer Update — Has the boom in car sales run out of gas?Middle East & North Africa Economics > Middle East Economic Updates — Gulf countries likely to stand firm at this week’s OPEC meetingEuropean Economics > European Chart Book — Outlook for periphery’s exporters is improvingEnergy > Energy Data Response — US Weekly Petroleum Status Report
Industrial Metals > Industrial Metals Chart Book — US dollar strength undermines the price rallyPrecious Metals > Precious Metals Chart Book — Silver continues to outshine other precious metalsGlobal Economics > Global Economics Update — World to benefit from long period of “just right” oil pricesUK Economics > UK Economics Chart Book — Reviving investment helping economy to rebalanceGlobal Economics > Global Monetary Indicators Monitor — Monetary conditions loose despite rise in yieldsAfrica Economics > Africa Economics Update — Kenya: shilling weakness no cause for panicJapan Economics > Japan Chart Book — Yen falls to 13-year low against the US-dollarEnergy > Energy Update — How helpful are the US weekly oil production data?Global Markets > Global Markets Focus — Will lower profit margins derail the US stock market?Africa Economics > Africa Economics Update — Gabon: Low oil prices pose lasting economic challenge