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Global Economics > Global Economics Update — Should we now worry about the fall in copper prices too?Commodities Overview > Commodities Update — Will gold’s strong start to 2015 be sustained?Middle East & North Africa Economics > Middle East Economic Updates — Saudi economy ended last year on a weaker noteEmerging Europe Economics > Emerging Europe Economics Update — Drop in oil prices means deflation for most in 2015Global Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?Latin America Economics > Latin America Update — Colombia: weakest growth since 2009 to trigger rate cutsGlobal Markets > Global Markets Update — What next for US government bonds?US Economics > US Economics Update — What would keep the Fed on hold?Commodities Overview > Commodities Update — Rising stocks to undermine soybean and grain pricesCommodities Overview > Commodities Update — China’s commodity imports holding up well
Middle East & North Africa Economics > Middle East Watch — How the fall in oil prices will benefit North AfricaUS Housing > US Housing Market Update — How will lower oil prices affect housing?European Economics > European Economics Update — Lower oil price and euro not all good for peripheryEmerging Europe Economics > Emerging Europe Economics Update — Russia: market tensions ease, but recession looms largeLatin America Economics > Latin America Update — Ominous signs from Lat Am current accountsEuropean Economics > European Economics Weekly — ECB to focus on deflation, not politicsThis article appears in multiple services — Will the UK experience deflation too?US Economics > US Economics Weekly — Market moves provide a further fillip to growthEmerging Markets Economics > Emerging Markets Economic Outlook — The Good, the Bad and the Ugly: EMs in an era of low oil pricesGlobal Markets > Developed Markets Chart Book — Low oil price drives up US high-yield corporate spreads
US Economics > US Economics Focus — Deflation: Can "it" happen here after all?European Economics > European Chart Book — Deflation will last longer this timeGlobal Economics > Global Economics Chart Book — Cheap oil to slash inflation and bolster growthChina Economics > China Watch — Shining a light on “stealth” stimulusThis article appears in multiple services — Oil price plunge won’t distract MPC from underlying pictureEuropean Economics > European Data Response — Euro-zone EC Survey (Dec.) & EZ Retail Sales (Nov.)India Economics > India Economics Update — Early end to strike doesn’t solve coal sector’s problemsEmerging Europe Economics > Emerging Europe Data Response — Economic Sentiment Indicators (Dec.)This article appears in multiple services — A bleak future for South Africa’s metals mining sectorLatin America Economics > Latin America Update — Fall in oil prices leaves Ecuador facing sharp slowdown
US Economics > US Data Response — International Trade (Nov.)Global Markets > Global Markets Update — Will capital flows put further pressure on the euro?India Economics > India Watch — Cause for optimism in 2015Japan Economics > Japan Chart Book — Economy leaving sales tax weakness behindUS Economics > US Economics Update — Temporary deflation won’t prevent rate hikesThis article appears in multiple services — Oil price decline to bolster recovery in 2015European Economics > European Economics Update — Euro weakness set to be sustainedEuropean Commercial Property > European Commercial Property Updates — Are euro-zone property markets already looking weaker in 2015?Commodities Overview > Commodities Update — What to make of the latest slump in oil pricesMiddle East & North Africa Economics > Middle East Data Response — Whole Economy PMIs (Dec.)
Latin America Economics > Latin America Focus — Eight questions for 2015Commodities Overview > Commodities Economics Chart Book — December brings little cheer for producersEuropean Economics > European Economics Update — Grexit dangers darken euro-zone outlookJapan Economics > Japan Economics Update — Demographic headwinds are picking upUK Markets > UK Markets Chart Book — Yields on Gilts and Treasuries continue to decoupleGlobal Economics > Global Economics Update — Fall in oil prices will radically alter global imbalancesGlobal Markets > Emerging Markets Valuation Monitor — Oil price collapse lowers Russian ruble’s fair valueCommodities Overview > Commodities Update — Fall in US natural gas prices likely to be temporaryGlobal Economics > Global Economics Update — A selection of key calls for 2015 and beyondGlobal Markets > Emerging Markets Capital Flows Monitor — Oil price slide prompts withdrawal from emerging markets
Latin America Economics > Latin America Chart Book — Lat Am markets suffer end-year jittersCommodities Overview > Commodities Update — Who is most exposed to the debts of oil majors?Emerging Europe Economics > Emerging Europe Chart Book — Russia spirals into crisisChina Economics > China Markets Monitor — Renminbi reverses courseEnergy > Energy Watch — How much will lower oil prices drag on other fuel costs?Global Economics > Global Policy Watch — What role for exchange rate ceilings?Global Markets > Global Markets Focus — How will the outlook for monetary policy affect the markets?Emerging Asia Economics > Emerging Asia Economics Weekly — What to expect in Asia in 2015Emerging Markets Economics > Emerging Markets Inflation Monitor — Oil price falls won’t let high inflation EMs off the hookEmerging Europe Economics > Emerging Europe Economics Update — The Russia crisis: one chart to watch
China Economics > China Chart Book — Rate surge puts PBOC in a bindJapan Economics > Japan Economics Weekly — What should we expect in 2015?Commodities Overview > Commodities Update — Impact of Russian wheat restrictions should be limitedCommodities Overview > Commodities Update — Time to turn positive on base metalsEmerging Markets Economics > Emerging Markets Economics Update — How will sustained low oil prices affect EM currencies?Global Markets > Developed Markets Valuation Monitor — Is the Norwegian krone now undervalued?US Economics > US Chart Book — An unambiguous strengthening in activityLatin America Economics > Latin America Focus — The impact of the US shale oil boom on Lat AmLatin America Economics > Latin America Update — Taking stock of the latest currency sell-offEmerging Europe Economics > Emerging Europe Economics Update — Instant reaction to Putin’s press conference
Emerging Asia Economics > Emerging Asia Markets Monitor — Rough end to the year for Asian marketsEmerging Europe Economics > Emerging Europe Economics Update — Lessons from 1998Global Markets > Global Markets Update — Is the Russian ruble “extremely undervalued”?Emerging Europe Economics > Emerging Europe Economics Update — Central Bank of Russia takes steps to limit fallout from ruble crisisCommodities Overview > Commodities Update — What should lower oil prices mean for other commodities?Middle East & North Africa Economics > Middle East Economic Updates — What does the fall in oil prices mean for Dubai’s debts?Emerging Europe Economics > Emerging Europe Economics Update — Where to watch for signs of stress in Russia’s banksGlobal Economics > Global Economics Update — Winners and (even bigger) losers from lower oil pricesIndia Economics > India Economics Update — RBI unlikely to panic over rupee sell-offAfrica Economics > Africa Chart Book — Naira and rand in the firing line
Global Economics > Global Economics Update — The global impact of Russia’s crisis (revisited)Commodities Overview > Commodities Data Response — PMIs signal demand still weakEmerging Europe Economics > Emerging Europe Economics Update — What does the crisis in Russia mean for CEE?US Economics > US Economics Update — PMIs show global economy ending 2014 on a weaker noteEuropean 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 actionCanada 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 prospect
European 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 pricesEmerging 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 recovery
Latin 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 stockbuildingGlobal 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 most
Emerging 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 prices
Emerging 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 weakUS 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?