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Global Markets > Global Markets Update — Renewed dollar strength has further to goLatin America Economics > Latin America Markets Monitor — Markets in Brazil and Colombia suffer fresh fallsJapan Economics > Japan Economics Update — Butter meltdown highlights policy failuresGlobal Markets > Emerging Markets Capital Flows Monitor — What next for the MSCI EM Asia Index?Industrial Metals > Industrial Metals Update — The devil is in the detail of Chinese tradeGlobal Economics > Global Economics Focus — China and the SDR: a storm in a basketCommodities Overview > Commodities Weekly Wrap — Fed back in focus as US inflation picks upGlobal Economics > Global Trade Monitor — Slowdown in world trade growth not as bad as it looksAfrica Economics > Africa Markets Monitor — African markets shrug off weak economic newsEuropean Economics > European Economics Weekly — Stronger German recovery depends on export revival
Global Markets > Global Markets Update — Yen to fall to 140 against the US dollarGlobal Markets > Developed Markets Valuation Monitor — Will the yen remain undervalued?China Economics > China Chart Book — Property to remain a drag despite stronger salesPrecious Metals > Precious Metals Update — Platinum and palladium markets to remain tightMiddle East & North Africa Economics > Middle East Watch — Recovery in oil prices doesn’t alter outlook for region’s oil producersCommodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (May)Australia & New Zealand Economics > Australia & New Zealand Chart Book — Dollar divergence won’t lastEmerging Markets Economics > Frontier Markets Monthly Wrap — Low oil prices a challenge for key frontier marketsEnergy > Energy Data Response — US Weekly Petroleum Status ReportIndustrial Metals > Industrial Metals Update — Production cuts to spur aluminium price gains
Global Markets > Global Markets Update — Which currencies are fundamentally misaligned?Precious Metals > Precious Metals Markets Monitor — Investors still cautious, for nowIndia Economics > India Markets Monitor — Equities retreat on domestic concernsEuropean Economics > European Data Response — Norwegian GDP (Q1)Energy > Energy Update — US natural gas prices to continue to rallyEuropean Economics > European Economics Update — Should the ECB be happy with the first 10 weeks of QE?Agricultural Commodities > Agricultural Commodities Chart Book — Supply concerns overshadow dollar weaknessEuropean Economics > European Data Response — Euro-zone Trade (Mar.) & Consumer Prices (Apr.)Middle East & North Africa Economics > Middle East Economic Updates — Saudi economy strengthens as oil sector reboundsCommodities Overview > Commodities Markets Chart Book — Commodity markets stage a comeback
Energy > Energy Focus — How much should the drop in oil prices boost demand?India Economics > India Economics Update — Two years after the taper tantrum: how does India fare now?Global Markets > Emerging Markets Markets Chart Book — How will EM corporate spreads react to higher US rates?Commodities Overview > Commodities Weekly Wrap — Dovish US data support commodity pricesUK Economics > UK Economics Weekly — Gilt market ‘rout’ poses little threat to economyIndustrial Metals > Industrial Metals Update — The future looks bright for cobaltAgricultural Commodities > Agricultural Commodities Update — Is there any hope for the price of US lumber?Africa Economics > Africa Watch — South Africa: poor corn harvest poses little inflation riskEuropean Economics > European Economics Update — Greek IOUs may be the first step towards the exitGlobal Markets > Global Markets Update — Is a rise in Treasury yields a threat to the US stock market?
Precious Metals > Precious Metals Data Response — Q1 World Gold Council Demand TrendsThis article appears in multiple services — Which commodities could be most affected by El Niño?UK Markets > UK Markets Chart Book — Sterling vulnerable to renewed dollar weaknessEnergy > Energy Chart Book — Oil prices rebound as US production faltersMiddle East & North Africa Economics > Middle East Economic Updates — Saudi Arabia can afford to ride out a period of low oil pricesEuropean Economics > European Economics Update — Iceland: An example for Greece to follow?Latin America Economics > Latin America Economic Outlook — Recovery stalls as Brazil suffers renewed downturnPrecious Metals > Precious Metals Update — Platinum price to benefit from approaching “strike season”Energy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Economics > Global Economics Update — Rebound in bond yields unlikely to undermine global growth
Agricultural Commodities > Agricultural Commodities Update — Lower production won’t stop corn & wheat prices fallingIndustrial Metals > Industrial Metals Stock Monitor — Falling stocks point to stronger demandEnergy > OPEC Watch — OPEC oil output continues to riseGlobal Economics > Global Economics Update — Why aren’t consumers spending more?Middle East & North Africa Economics > Middle East Focus — Why the Gulf’s dollar pegs are here to stayEmerging Markets Economics > Emerging Markets Economics Update — What to make of the rise in EM bond yieldsAgricultural Commodities > Agricultural Commodities Update — Return of Russian wheat to put more pressure on pricesIndustrial Metals > Industrial Metals Update — China's policy direction supportive of copper demandPrecious Metals > Precious Metals Chart Book — Prices holding up wellGlobal Markets > Developed Markets Chart Book — Fresh euro weakness should buoy German equities
Commodities Overview > Commodities Weekly Wrap — Oil prices run ahead of themselvesEuropean Economics > European Economics Weekly — Market gyrations could threaten recoveryCommodities Overview > Commodities Data Response — US Employment Report (Apr.)Global Markets > Global Markets Update — What next for US and euro-zone government bonds?Commodities Overview > Commodities Update — China’s oil imports up strongly in AprilGlobal Markets > Global Markets Update — UK election eases political uncertainty, but sterling risks remainJapan Economics > Japan Economics Weekly — Bank of Japan will have to ease more before too longIndustrial Metals > Industrial Metals Chart Book — Prices rally as investors turn positiveGlobal Markets > Capital Markets Analyst — Will tighter Fed policy rattle the markets?Australia & New Zealand Economics > Australia & New Zealand Economics Focus — Budget Preview: Disappointing as well as “dull”
Energy > Energy Update — Oil prices will struggle to rally furtherGlobal Economics > Global Economics Update — Is the rebound in oil prices a threat to the global recovery?Emerging Europe Economics > Emerging Europe Economics Update — Czech MPC turns a little less dovishGlobal Economics > Global Economics Chart Book — Consumers yet to spend their oil windfall...Agricultural Commodities > Agricultural Commodities Data Response — FAO Food Outlook (May 2015)This article appears in multiple services — Rise in gilt yields does not reflect election concernsEmerging Asia Economics > Emerging Asia Economics Update — Vietnam’s dong devaluation not about export competitivenessEuropean Economics > European Economics Update — Policy unchanged in Norway, but rate cut still on the cardsAfrica Economics > Africa Economics Update — Kenya: why oil prices have provided little support for shillingJapan Economics > Japan Chart Book — Japan’s stock market should continue to outperform
UK Consumer > UK Economics Chart Book — Few signs of election uncertainty undermining recoveryEnergy > Energy Data Response — US Weekly Petroleum Status ReportPrecious Metals > Precious Metals Update — How strong is the $1,200 floor for gold?Agricultural Commodities > Agricultural Commodities Markets Monitor — Investor sentiment diverging, but for how long?European Economics > European Chart Book — Euro-zone outperformance will be short-livedGlobal Markets > Global Markets Update — Four reasons to worry about the UK electionIndustrial Metals > Industrial Metals & Mining Watch — The “new normal” for Chinese steelCommodities Overview > Commodities Weekly Wrap — Investor sentiment improvesCommodities Overview > Commodities Economics Chart Book — Industrial commodities lead the packAgricultural Commodities > Agricultural Commodities Watch — Agricultural prices facing more US dollar headwinds
Australia & New Zealand Economics > Australia & New Zealand Economics Weekly — The RBA’s dilemma laid bareGlobal Markets > Global Markets Update — Renewed yen weakness and Nikkei strength lie aheadIndia Economics > India Economics Update — Rupee weakness unlikely to concern policymakersEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies regain lost groundChina Economics > China Markets Monitor — New account openings add fire to rally in equitiesIndustrial Metals > Industrial Metals Update — Nickel’s rollercoaster ride may not be over, yetEnergy > Energy Update — Non-OPEC & non-US oil production holding up, for nowEmerging Asia Economics > Emerging Asia Economics Weekly — How fragile is Malaysia?This article appears in multiple services — Election 2015 PreviewEnergy > Energy Data Response — US Weekly Petroleum Status Report
Agricultural Commodities > Agricultural Commodities Update — El Niño set to arrive, but with limited impactGlobal Markets > Emerging Markets Valuation Monitor — How stretched is the valuation of China’s stock market?Latin America Economics > Latin America Data Response — Chile Retail Sales, Ind. Prod. & Copper Prod. (Mar.)Commodities Overview > Commodities Analyst — Turning the cornerGlobal Markets > Emerging Markets Capital Flows Monitor — What’s been driving up the MSCI EM Asia Index?Latin America Economics > Latin America Markets Monitor — Lat Am currencies find their feetEuropean Economics > European Economics Update — Why are the markets still so relaxed about a Grexit?Energy > Energy Update — US rig count continues to dropMiddle East & North Africa Economics > Middle East Markets Monitor — Equities in the Gulf rebound as Yemen fears easeIndustrial Metals > Industrial Metals Update — Rally in iron ore prices to prove temporary
Global Economics > Global Central Bank Watch — Has the threat of deflation passed already?Emerging Europe Economics > Emerging Europe Chart Book — Russia’s economy slumps, growth weakens in TurkeyCommodities Overview > Commodities Weekly Wrap — Relative calm unlikely to lastAgricultural Commodities > Agricultural Commodities Update — High stocks will overshadow lower cotton productionIndustrial Metals > Industrial Metals Update — US steel prices should pick upAgricultural Commodities > Agricultural Commodities Data Response — Asia Cocoa Grindings (Q1 2015)Commodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (Apr.)Energy > Energy Watch — Return of Iranian oil unlikely to budge Saudi ArabiaAgricultural Commodities > Agricultural Commodities Chart Book — Weather conditions start to take centre stagePrecious Metals > Precious Metals Update — Light at the end of the tunnel for platinum prices
Middle East & North Africa Economics > Middle East Chart Book — Region’s politics take another twistEuropean Economics > European Data Response — Euro-zone Flash PMIs (Apr.)Emerging Markets Economics > Emerging Markets Economics Chart Book — EM growth sinks as BRICs woes deepenUK Markets > UK Markets Chart Book — Markets underestimating potential election impactGlobal Markets > Global Markets Update — Will the rally in emerging market equities continue?Energy > Energy Data Response — US Weekly Petroleum Status ReportEmerging Europe Economics > Emerging Europe Economics Update — The EC’s case against Gazprom – the key pointsIndia Economics > India Markets Monitor — Equity rally losing steamIndia Economics > India Economics Update — How much of a threat is the surge in gold imports?UK Economics > UK Economics Update — Election set to have bigger market impact than previous ones
European Economics > European Economics Update — Can Greece default and stay in the euro?Emerging Markets Economics > Emerging Markets Economics Update — The implications of a fall in EM dollar GDPIndustrial Metals > Industrial Metals Data Response — Global Steel Production (Mar.)Global Economics > Global Economics Update — Further slowdown in China will not stifle growth elsewhereLatin America Economics > Latin America Update — Reasons to remain upbeat on MexicoPrecious Metals > Precious Metals Update — Why isn’t gold doing better despite “Grexit” risks?Energy > Energy Update — Oil prices still face many headwindsIndustrial Metals > Industrial Metals Stock Monitor — Stocks only tell half the storyCommodities Overview > Commodities Weekly Wrap — Recovery in oil prices gathers paceAgricultural Commodities > Agricultural Commodities Update — Outlook for cocoa prices remains bitter
Global Markets > Global Markets Update — Greek crisis still threatens global marketsEuropean Economics > European Economics Weekly — Will QE spur a revival in investment?Japan Economics > Japan Economics Weekly — Will the use of JGBs as collateral hamper QQE?Global Markets > Emerging Markets Markets Chart Book — Sun to continue shining on EM equitiesEnergy > OPEC Watch — OPEC production boosted by record Saudi outputEnergy > Energy Chart Book — Ups and downs in the Middle East drive oil pricesChina Economics > China Economics Update — Equity boom propping up GDP growth, for nowGlobal Markets > Developed Markets Valuation Monitor — What is the relative valuation of euro-zone equities?UK Economics > UK Quarterly Review — Don’t underestimate the economy’s hidden slackEmerging Europe Economics > Emerging Europe Economics Update — Making sense of the ruble rally