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European Economics > European Economics Update — What will ECB QE do to the euro?Emerging Markets Economics > Emerging Markets Economics Chart Book — 2015 shaping up to be another lacklustre yearEmerging Europe Economics > Emerging Europe Economics Update — What next for Russia?India Economics > India Markets Monitor — Markets raise expectations of rate cutsLatin America Economics > Latin America Data Response — Colombia GDP (Q3)Global Markets > Global Markets Update — Will frontier market equities continue to underperform?US Economics > US Economic Outlook — Fed can't delay for much longerAfrica Economics > Africa Markets Monitor — Currencies continue to tumbleUK Markets > UK Markets Analyst — Super-low gilt yields unwarranted by economic outlookEmerging Europe Economics > Emerging Europe Economics Update — Will the ruble’s collapse trigger capital controls in Russia?
Global Economics > Global Economics Update — What if oil prices fall to $40?Middle East & North Africa Economics > Middle East Markets Monitor — Gulf equities: big falls now happened, but sharp rebound unlikelyGlobal Markets > Global Markets Update — How would prolonged deflation affect euro-zone equities?Canada Economics > Canada Economics Weekly — Slump in oil prices leaves housing looking even more exposedEuropean Economics > European Economics Weekly — Greek crisis and falling oil price strengthen case for QECommodities Overview > Commodities Update — How low must oil prices fall to choke off shale supply?US Economics > US Economics Weekly — Small-cap equities may not lag behind for longEmerging Markets Economics > Emerging Markets Economics Focus — Ten key questions for EMs in 2015This article appears in multiple services — Rising interest bill may prevent easing of austerity plansEmerging Europe Economics > Emerging Europe Markets Monitor — Ruble sell-off sparks fears of more radical policy action
Canada Economics > Canada Chart Book — Lower oil prices will hold back economyCommodities Overview > Commodities Update — Expectations for world grain & soybean output rise againGlobal Markets > Emerging Markets Markets Chart Book — Are EM corporate bonds really that vulnerable?Africa Economics > Africa Outlook — Slowest regional growth since the late 1990sMiddle East & North Africa Economics > Middle East Chart Book — Gulf economies take plunge in oil prices in their strideIndia Economics > India Economics Update — Reforming the coal sector remains a difficult prospectEuropean Economics > European Economics Update — SNB will need to act against the franc very soonEuropean Economics > European Economics Update — What will be the fall-out from the latest Greek crisis?Emerging Markets Economics > Emerging Markets Trade Monitor — Falling commodity prices douse the EM export recoveryMiddle East & North Africa Economics > Middle East Economic Updates — Banks in the Gulf well placed to weather low oil prices
Emerging Markets Economics > Emerging Markets Economics Update — Differentiation key to navigating EM sell offLatin America Economics > Latin America Update — Argentine debt settlement increasingly unlikely before 2016European Economics > European Economics Update — Greek yields to remain high despite programme extensionAfrica Economics > Africa Economics Update — How South Africa stands to gain from the slump in oil pricesEmerging Europe Economics > Emerging Europe Watch — How likely is a Ukrainian default?Commodities Overview > Commodities Update — Coal market set for short-term recoveryLatin America Economics > Latin America Markets Monitor — Drop in oil price hits Colombia’s financial marketsAfrica Economics > Africa Economics Update — Fall in oil prices likely to push Angola into recessionEmerging Markets Economics > Emerging Markets Financial Risk Monitor — External debt unlikely to spur widespread stressCommodities Overview > Commodities Data Response — Chinese commodity imports supported by stockbuilding
Global Markets > Global Markets Update — Is the lower oil price a threat to US Treasuries?Africa Economics > Africa Data Response — South Africa Current Account (Q3)Global Markets > Developed Markets Chart Book — US Treasury yields set to rise as Fed tightensCommodities Overview > Commodities Update — Sales of Thai rice stocks to push prices lowerEuropean Economics > European Economics Weekly — ECB must deliver on QE to push euro lowerGlobal Economics > Global Economics Update — Lower oil prices to benefit US consumers the mostEmerging Asia Economics > Emerging Asia Economics Weekly — How much will Asia benefit from falling oil prices?Japan Economics > Japan Economics Weekly — Lower energy prices likely to rattle policymakersEmerging Markets Economics > Emerging Markets Economics Update — Will Fed hikes trigger another leg down for EM currencies?China Economics > China Economics Update — What is behind the surge in Shanghai equities?
Commodities Overview > Commodities Update — Copper demand should benefit from lower oil pricesLatin America Economics > Latin America Watch — Falling oil prices open the door to rate cuts in MexicoEmerging Europe Economics > Emerging Europe Economics Update — How the fall in oil prices will benefit TurkeyIndia Economics > India Economics Update — How much does India stand to benefit from falling oil prices?Global Markets > Global Markets Update — Will Venezuela’s oil problems spill over?Global Markets > Emerging Markets Valuation Monitor — Turkish lira to remain overvalued despite fall in oil pricesEmerging Europe Economics > Emerging Europe Economics Update — Russia’s 2015 budget assumptions already look out of dateEuropean Economics > European Chart Book — Lower oil prices to tip euro-zone into deflationEmerging Europe Economics > Emerging Europe Data Response — Turkey CPI (November)Japan Economics > Japan Chart Book — Growth returning, price pressures still weak
US Economics > US Economics Update — Slump in oil price will provide a net boost to US economyGlobal Economics > Global Economics Update — More winners than losers from further slump in oil pricesMiddle East & North Africa Economics > Middle East Focus — Fall in oil prices to wipe out Gulf’s current account surplusEuropean Commercial Property > European Commercial Property Updates — What will lower Bund yields mean for property?Africa Economics > Africa Watch — What low oil prices mean for sub-Saharan AfricaEuropean Economics > European Economics Update — Will lower oil prices do the ECB’s job for it?This article appears in multiple services — Will lower oil prices turbocharge the economic recovery?Commodities Overview > Commodities Economics Chart Book — Oil leads the way lowerCommodities Overview > Commodities Update — Price of cocoa to fall further as the market remains well-suppliedEmerging Europe Economics > Emerging Europe Economics Update — What to make of the ruble’s latest tumble
India Economics > India Economics Update — What to make of the removal of gold import restrictionsEmerging Asia Economics > Emerging Asia Markets Monitor — Limited impact from Chinese rate cutLatin America Economics > Latin America Update — Fall in oil prices pushes Venezuela even closer to defaultGlobal Markets > Global Markets Update — What if the Swiss vote to “save our gold”?China Economics > China Markets Monitor — Equities surge following rate cutEuropean Economics > European Economics Weekly — Has the euro fallen far enough?Global Markets > Emerging Markets Capital Flows Monitor — Are investors set to flee emerging market assets?Africa Economics > Africa Chart Book — Nigeria forced to hike rates, while SA & Kenya hold fireCommodities Overview > Commodities Update — Policy will trump energy costs in the aluminium sectorCommodities Overview > Commodities Update — Market response to OPEC inaction shows cheaper oil here to stay
China Economics > China Chart Book — PBOC may be resuming FX interventionMiddle East & North Africa Economics > Middle East Chart Book — Gulf set to resist pressure to cut oil outputEmerging Markets Economics > Emerging Markets Inflation Monitor — Deflation concerns spread across the emerging worldEuropean Economics > European Economics Update — What will ECB QE do to core euro-zone bond yields?Emerging Europe Economics > Emerging Europe Markets Monitor — Ruble sell-off eases, while Ukraine’s bonds slumpCommodities Overview > Commodities Update — Lower oil prices will hit growth of fledgling LNG industryGlobal Markets > Global Markets Update — Are Bunds the new JGBs?Middle East & North Africa Economics > Middle East Markets Monitor — Gulf equities take another tumbleAfrica Economics > Africa Economics Update — Further monetary tightening probably needed in NigeriaEuropean Economics > European Economics Update — Troika call to pay taxes faster may hurt Greek recovery
Japan Economics > Japan Economics Update — What impact is a weaker yen having on imports?Commodities Overview > Commodities Update — Iran nuclear deal pushed back until JuneLatin America Economics > Latin America Markets Monitor — Currencies continue to lose groundCommodities Overview > Commodities Update — Chinese rate cuts to have limited impact on metals demandEmerging Europe Economics > Emerging Europe Chart Book — Russia’s central bank takes some heat out of the ruble crisisCommodities Overview > Commodities Update — Plenty of upside for gold despite likely Fed tighteningIndia Economics > India Chart Book — Investors gain confidence in reform outlookUS Economics > US Economics Weekly — Yen's collapse to have only modest impact on US economyCommodities Overview > Commodities Update — Tin prices to soldier on, and upEmerging Markets Economics > Emerging Markets Economics Update — How will QE in Japan and the euro-zone affect EMs?
Commodities Overview > Commodities Update — El Niño starting to warm up againGlobal Markets > Global Markets Update — Will the yen bounce back?European Economics > European Economics Focus — Will lower oil prices end Norway’s long boom?Emerging Markets Economics > Emerging Markets Economics Chart Book — Lower commodity prices bring mixed news for EMsCommodities Overview > Commodities Data Response — PMIs point to subdued commodity demandCommodities Overview > Commodities Update — Keystone XL delayed again, but likely to be approved next yearCommodities Overview > Commodities Update — Will ECB or SNB purchases boost the gold price?UK Markets > UK Markets Chart Book — MPC may not wait as long as markets expectGlobal Markets > Developed Markets Valuation Monitor — Is the CAPE giving a false signal about euro-zone equities?European Economics > European Economics Update — Which assets should the ECB buy?
Middle East & North Africa Economics > Middle East Economic Updates — Oil sector a drag on Saudi economy in Q3Africa Economics > Africa Markets Monitor — Nigerian naira under fireGlobal Markets > Global Markets Update — How vulnerable are other Asian currencies to yen weakness?European Economics > European Economics Update — Falling oil prices to tip the euro-zone into deflationEnergy > Energy Watch — Can OPEC keep prices from falling further?India Economics > India Markets Monitor — Equities surge to record highsEuropean Economics > European Economics Update — Greece exits recession but big challenges remainUS Economics > US Data Response — Ind. Production (Oct.) & Empire State (Nov.)Global Markets > Global Markets Update — Yen to fall to 140 against the US dollarMiddle East & North Africa Economics > Middle East Economic Updates — How will Saudi Arabia respond to the fall in oil prices?
Commodities Overview > Commodities Update — Copper mine supply likely to disappointGlobal Markets > Emerging Markets Markets Chart Book — Brighter times should lie ahead for EM equitiesCommodities Overview > Commodities Update — How could the second China – Russia gas deal impact prices?European Commercial Property > European Commercial Property Updates — Moscow capital values have further to fallMiddle East & North Africa Economics > Middle East Economic Updates — Gulf dollar pegs under little threat from lower oil pricesCommodities Overview > Commodities Update — Brent heading for $70India Economics > India Economics Update — Improvement in current account position here to stayEmerging Asia Economics > Emerging Asia Economics Update — Korean interest rates to remain on hold until mid-2015Global Markets > Global Markets Update — Why is cheaper oil not boosting the S&P 500 more?European Economics > European Economics Update — Is QE already priced in?
Emerging Markets Economics > Emerging Markets Trade Monitor — Fragile EM export recovery facing more headwindsMiddle East & North Africa Economics > Middle East Watch — Saudi Arabia’s migrant crackdown – one year onEmerging Europe Economics > Emerging Europe Economic Outlook — Crisis in Russia to weigh on regional growthCommodities Overview > Commodities Update — How might the US midterm results affect US energy policy?Commodities Overview > Commodities Update — Lower production estimates won’t stop grain prices fallingGlobal Markets > Global Markets Update — How should bond markets respond to lower oil prices?China Economics > China Economics Update — How big a deal is the Shanghai Connect scheme?European Economics > European Economics Update — Will negative yields render ECB QE useless?Global Markets > Global Markets Update — Is there still value in Japanese equities?Commodities Overview > Commodities Update — Some brighter signs in China’s trade data
Emerging Europe Economics > Emerging Europe Economics Update — Why a weaker ruble spells trouble for Russia’s banksCommodities Overview > Commodities Update — New subsidy to slow cotton market adjustment in ChinaIndia Economics > India Inflation Monitor — Falling commodity prices to keep inflation subduedCommodities Overview > Commodities Update — What are China’s copper demand indicators saying?Japan Economics > Japan Economics Weekly — Which sector is gaining most from the weaker yen?Global Economics > Global Policy Watch — Is there a case for another Plaza Accord?Emerging Asia Economics > Emerging Asia Economics Weekly — How big a threat is the weak yen to Korea?Latin America Economics > Latin America Data Response — Brazil & Chile Consumer Prices (Oct.)Emerging Europe Economics > Emerging Europe Economics Update — Russia’s central bank to be forced into further rate hikesEuropean Economics > European Economics Update — ECB’s Draghi signals QE is imminent