Cookies on the
Capital Economics
We use cookies to ensure that we give you the best experience on our website. Click continue to confirm that you are happy to continue to receive cookies on the Capital Economics website. Alternatively, if you would like to, you can change your cookie settings.

Capital Economics

The leading macroeconomic research consultancy


Search by region:
Industrial Metals > Industrial Metals Update — Tin prices to rise even without an Indonesian export banAfrica Economics > Africa Economics Focus — Low commodity prices spell an era of weaker growth for SSAMiddle East & North Africa Economics > Middle East Economic Updates — Gulf public investment projects to take the hit from low oil pricesGlobal Markets > Global Markets Update — What next for India’s financial markets?Industrial Metals > Industrial Metals Chart Book — Copper provides a glimmer of hopeEnergy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Global Markets Update — What's really behind negative bond yields?This article appears in multiple services — Misery index on track for 50-year lowEnergy > Energy Update — What impact would an Iran-US nuclear deal have on oil prices?European Economics > European Chart Book — Deflationary pressures remain intense
Japan Economics > Japan Chart Book — Low inflation puts policymakers in a bindPrecious Metals > Precious Metals Update — Will platinum prices recover?Commodities Overview > Commodities Economics Chart Book — Commodities on the way upEmerging Europe Economics > Emerging Europe Economics Update — Ruble rally largely explained by oil reboundAustralia & New Zealand Economics > Australia & New Zealand Economic Outlook — Struggling to cope with commodity collapseAustralia & New Zealand Economics > Australia & New Zealand Economics Update — 10 key calls on Australia and New ZealandCommodities Overview > Commodities Weekly Wrap — Outlook for metals brighteningAgricultural Commodities > Agricultural Commodities Update — Faster sales of Thailand’s rice stocks should pull down pricesGlobal Markets > Emerging Markets Valuation Monitor — Time for EM equities to shine?Emerging Asia Economics > Emerging Asia Economics Weekly — Where next for Indonesia’s current account?
Industrial Metals > Industrial Metals Update — Bauxite shortfall to support alumina pricesUK Economics > UK Economics Weekly — Is a recovery in exports finally underway?Latin America Economics > Latin America Data Response — Chile Retail Sales, Ind. Prod. & Copper Prod. (Jan.)Precious Metals > Precious Metals Update — Indian budget likely to be a small positive for goldGlobal Economics > Global Monetary Indicators Monitor — Global easing cycle not over yetEnergy > Energy Update — Europe able to weather any disruption in Russian gas suppliesEmerging Asia Economics > Emerging Asia Markets Monitor — Asian equity markets continue good runJapan Economics > Japan Economics Weekly — Electricity prices to remain highEmerging Markets Economics > Emerging Markets Inflation Monitor — Falling energy prices push many EMs into deflationAfrica Economics > Africa Chart Book — Delay to Nigeria’s election puts naira under pressure
China Economics > China Markets Monitor — Funding costs set to fallLatin America Economics > Latin America Markets Monitor — Brazilian real hits weakest level in a decadeAfrica Economics > Africa Economics Update — Kenyan interest rates held, but will rise within 12 monthsIndustrial Metals > Industrial Metals & Mining Watch — A rosy outlook for copper pricesEnergy > Energy Update — Is OPEC likely to call an extraordinary meeting?Middle East & North Africa Economics > Middle East Chart Book — Inflation pressures easing across the MENA regionEnergy > Energy Data Response — US Weekly Petroleum Status ReportEuropean Economics > European Economics Update — Has the tide turned for the Danish krone?Energy > Energy Watch — Will US energy exports be a game-changer for global markets?UK Commercial Property > UK Commercial Property Monthly — Downward trend in yields levels off in January
Latin America Economics > Latin America Chart Book — Latin America has turned a corner, but recovery is unevenCommodities Overview > Commodities Data Response — China Flash Manufacturing PMI (Feb.)Global Markets > Emerging Markets Capital Flows Monitor — Investors shrug off risks from GreeceEmerging Asia Economics > Emerging Asia Chart Book — Time to worry about deflation?Japan Economics > Japan Economics Update — Should we be worried about the negative saving rate?Global Markets > Global Markets Update — What next for the US stock market?Commodities Overview > Commodities Markets Chart Book — Rebound in Brent fails to lift metals pricesUK Economics > UK Economics Update — Is the FTSE 100 still a bellwether for the UK economy?US Economics > US Economics Update — Yellen positions the Fed for a June rate hikeAfrica Economics > Africa Markets Monitor — Election worries hit Nigeria
Industrial Metals > Industrial Metals Data Response — ILZSG Data (2014)India Economics > India Economics Focus — Improvement in balance of payments position here to stayMiddle East & North Africa Economics > Middle East Markets Monitor — Gulf equity markets find some support from recovery in oil pricesEmerging Europe Economics > Emerging Europe Markets Monitor — Markets brush off concerns over GreeceLatin America Economics > Latin America Update — Colombia: case for interest rate cuts buildingEuropean Economics > European Economics Update — A parallel currency is not the solution for GreeceCommodities Overview > Commodities Weekly Wrap — “Grexit” could boost gold now, other commodities laterEuropean Economics > European Economics Weekly — More on the rising risk and effects of a GrexitIndustrial Metals > Industrial Metals Update — Surely aluminium premiums have to fall soon?Global Economics > Global Economics Update — Risk of “Grexit” casts a shadow over global growth prospects
Agricultural Commodities > Agricultural Commodities Data Response — USDA Weekly Export Sales (12th Feb.)Global Markets > Global Markets Update — Will sterling’s renewed strength be maintained?Latin America Economics > Latin America Data Response — Mexico GDP (Q4)Industrial Metals > Industrial Metals Data Response — Global Steel Production (Jan.)US Economics > US Economics Weekly — Dip into deflation will be briefCommodities Overview > Commodities Focus — Whatever happened to the super-cycle?Agricultural Commodities > Agricultural Commodities Chart Book — Supply prospects boost cotton but weigh on arabicaGlobal Markets > Developed Markets Valuation Monitor — Sterling’s strength unlikely to lastEnergy > Energy Data Response — US Weekly Petroleum Status ReportEmerging Markets Economics > Emerging Markets Economics Chart Book — Regional inflation heading in opposite directions
Global Economics > Global Economics Update — What would be the global fallout if Greece left the euro?Global Markets > Global Markets Update — Growing risk of Greek exit under-priced in global marketsMiddle East & North Africa Economics > Middle East Watch — Lower oil prices start to weigh on FX reserves in the GulfPrecious Metals > Precious Metals Update — How sensitive are gold prices to the Chinese New Year?Latin America Economics > Latin America Update — Counting the cost of the Petrobras scandalGlobal Economics > Global Economics Update — How are lower oil prices affecting inflation?European Commercial Property > Non-euro European Commercial Property Chart Book — Occupier and investment indicators fall sharply in MoscowUS Housing > US Housing Market Data Response — Housing Starts (Jan.)Global Markets > Global Markets Focus — Is the bull market in US Treasuries over?Energy > Energy Update — US natural gas to burn brighter this year
India Economics > India Markets Monitor — Rupee continues to outperformPrecious Metals > Precious Metals Update — Why is gold sliding again?Emerging Europe Economics > Emerging Europe Economics Update — What has been behind capital flight from Russia?Industrial Metals > Industrial Metals Update — Dwindling surpluses to boost nickel pricesEnergy > Energy Update — Rally in coal prices likely to be short-livedCommodities Overview > Commodities Update — What to make of record-low dry freight costsLatin America Economics > Latin America Focus — Venezuela’s currency crisis: a primerGlobal Economics > Global Economics Update — Are consumers spending their oil windfall?Agricultural Commodities > Agricultural Commodities Update — Strong dollar likely to dent US soybean exportsGlobal Markets > Global Markets Update — Has investors’ appetite for EM government bonds waned?
Commodities Overview > Commodities Weekly Wrap — Recovery in oil prices may falter soonEuropean Economics > European Economics Weekly — Time is running out for GreecePrecious Metals > Precious Metals Watch — Gold and silver to shine despite likely US rate hikesEnergy > Energy Update — Oil prices likely to continue to rise, but slowlyPrecious Metals > Precious Metals Update — Strong demand to lift palladium pricesUS Economics > US Economics Weekly — Oil price slump bad news for Texas and North DakotaIndia Economics > India Data Response — Trade (Jan.)Global Markets > Global Markets Update — Have Basel III regulations fuelled the rally in US Treasuries?Japan Economics > Japan Economics Update — Concerns about yen unlikely to prevent more BoJ easingGlobal Economics > Global Economics Update — Don’t expect China, Russia or the US to save Greece
Latin America Economics > Latin America Watch — Brazil edging towards an energy crisisThis article appears in multiple services — What next for global metals demand?European Economics > European Economics Update — How would Greece leave the euro?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 Report
European 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 prices
Agricultural 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 nowGlobal 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 activity
Global 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?