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European Economics > European Economics Update — Can GDP-linked bonds solve Greece’s debt problems?Commodities Overview > Commodities Economics Chart Book — Precious metals prove their worthGlobal Economics > Global Economics Update — Are low freight costs signalling a wider slowdown?US Economics > US Data Response — ISM Manufacturing Index (Jan.)Latin America Economics > Latin America Update — More budget cuts likely in MexicoThis article appears in multiple services — Downsides of lower oil prices are overstatedPrecious Metals > Precious Metals Update — Gold to benefit from revival of Grexit concernsIndustrial Metals > Industrial Metals Update — Mine closures will lift zinc prices in 2015-16Emerging Asia Economics > Emerging Asia Markets Monitor — Asian equity markets make winning start to 2015Commodities Overview > Commodities Weekly Wrap — Copper caught up in January sell-off
US Economics > US Economics Weekly — Big number of small winners > small number of big losersCommodities Overview > Commodities Update — Bargain hunting to boost China’s commodity imports in 2015Global Markets > Capital Markets Analyst — Are very low bond yields here to stay?Global Economics > Global Fiscal Watch — How hard will lower prices hit oil producers’ budgets?China Economics > China Markets Monitor — Equities hit choppy watersEmerging Asia Economics > Emerging Asia Economics Weekly — Reasons to be optimistic about Korea’s economy in 2015UK Consumer > UK Consumer Data Response — GfK/NOP Consumer Confidence (Jan.)Emerging Markets Economics > Emerging Markets Economics Update — How exposed are EMs to contagion from Greece?Global Markets > Global Markets Update — What’s really happening to US inflation expectations?Industrial Metals > Industrial Metals Update — What next for the dysfunctional aluminium market?
Emerging Europe Economics > Emerging Europe Chart Book — Ukrainian default looking inevitableEuropean Commercial Property > European Commercial Property Updates — How much further will Moscow rental values fall?Emerging Asia Economics > Emerging Asia Chart Book — Interest rate cuts to be exception rather than ruleLatin America Economics > Latin America Data Response — Chile Retail Sales, Ind. Prod. & Copper Prod. (Dec.)Agricultural Commodities > Agricultural Commodities Update — Ukraine’s move to curb wheat exports won’t stop prices fallingIndia Economics > India Economics Update — Rupee strength supports case for policy looseningGlobal Economics > Global Economics Update — More to cheer than fear from “currency wars”Emerging Europe Economics > Emerging Europe Economics Update — How big a buffer do Russia’s FX reserves provide?Middle East & North Africa Economics > Middle East Markets Monitor — Egyptian equities hit seven-year high, pound fallsGlobal Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?
Energy > Energy Data Response — US Weekly Petroleum Status ReportPrecious Metals > Precious Metals Update — Platinum prices to rise on buoyant jewellery demandEnergy > Energy Focus — Are lower crude oil prices here to stay?Emerging Europe Economics > Emerging Europe Data Response — Russia Activity Data (Dec.) & anti-crisis measuresMiddle East & North Africa Economics > Middle East Economic Updates — Fall in Egyptian pound has further to runJapan Economics > Japan Economics Update — Government eases pressure on BoJ to expand stimulusEmerging Markets Economics > Emerging Markets Economics Focus — What do lower oil prices mean for the emerging world?Global Markets > Global Markets Update — Are markets too sanguine about contagion from Greece?Energy > Energy Update — Rise in US oil stocks supports spot pricesAfrica Economics > Africa Markets Monitor — Naira remains under pressure
Global Markets > Global Markets Update — Will the ECB’s QE keep the euro under pressure?China Economics > China Chart Book — Renminbi strength puts exporters under pressureUK Economics > UK Quarterly Review — Will the recovery fizzle out in 2015?Agricultural Commodities > Agricultural Commodities Update — Outlook for US homebuilding is positive for lumberIndustrial Metals > Industrial Metals & Mining Watch — Supply to continue to weigh on iron ore pricesJapan Economics > Japan Economics Update — Impact of weaker yen on export volumes remains elusiveEmerging Europe Economics > Emerging Europe Economics Update — Ruble crisis to force larger Russian bank recapitalisationsMiddle East & North Africa Economics > Middle East Chart Book — Egypt’s economy comes back into the spotlightCommodities Overview > Commodities Weekly Wrap — Oil prices finding a floor as precious metals reboundAgricultural Commodities > Agricultural Commodities Chart Book — Weak demand adds to pressure from ample supply
Global Economics > Global Trade Monitor — Plunge in oil prices to transform global trade balancesUK Consumer > UK Consumer Monthly — Recovery set to strengthen in 2015Precious Metals > Precious Metals Update — Silver to out-perform gold as both climb furtherAgricultural Commodities > Agricultural Commodities Update — Weak demand to push the price of cocoa lowerEmerging Europe Economics > Emerging Europe Markets Monitor — ECB QE provides modest bump to marketsThis article appears in multiple services — Euro-zone QE largely positive for UKGlobal Markets > Global Markets Update — Will Greece’s election be more important for EZ bonds than QE?Emerging Asia Economics > Emerging Asia Economics Weekly — Does Singapore’s currency regime still suit its needs?Emerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q1 2015)Commodities Overview > Commodities Data Response — China and Euro-zone Flash Manufacturing PMIs (Jan)
Japan Economics > Japan Economics Weekly — Limited demand boost from cheaper oilAfrica Economics > Africa Chart Book — Lower oil prices to delay rate hikes, but not in NigeriaIndustrial Metals > Industrial Metals Update — Mine closures to boost lead pricesCommodities Overview > Commodities Update — What does QE in the euro-zone mean for commodities?Energy > Energy Data Response — US Weekly Petroleum Status ReportGlobal Markets > Global Markets Update — Has foreign demand contributed to the rally in US Treasuries?Latin America Economics > Latin America Markets Monitor — Falling commodity prices weigh on marketsEuropean Economics > European Economics Update — Danish central bank needs to do more to defend euro pegGlobal Economics > Global Economic Outlook — Oiling the wheelsGlobal Markets > Emerging Markets Capital Flows Monitor — Investors’ enthusiasm for EM assets should return
Energy > Energy Update — Fall in US oil rigs should lead to a fall in output, just not yetPrecious Metals > Precious Metals Update — Gold price on track for $1,400Middle East & North Africa Economics > Middle East Economic Updates — Saudi economy won’t collapse but growth will soften in 2015-16European Economics > European Economics Update — Plan for NCBs to conduct QE will further limit its effectsIndustrial Metals > Industrial Metals Update — US steel prices should rebound in 2015European Economics > European Economic Outlook — Crisis 2.0?China Economics > China Economics Update — How durable is the Hong Kong peg?India Economics > India Markets Monitor — Markets buoyed by RBI’s early rate cutEuropean Commercial Property > European Commercial Property Updates — How will the Swiss franc’s appreciation affect property?Global Markets > Global Markets Update — Has the Fed driven down the term premium on US Treasuries?
Middle East & North Africa Economics > Middle East Economic Updates — Egyptian pound to fall further as central bank loosens its gripChina Economics > China Economics Update — How much does today’s slide in Shanghai matter?Global Markets > Developed Markets Valuation Monitor — Swiss franc most overvalued DM currency after surge?European Economics > European Economics Weekly — SNB move is a heavy blow for the Swiss economyUS Economics > US Economics Weekly — How hard will the oil price slump hit mining investment?Emerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeThis article appears in multiple services — Deflation should be briefer in the UK than overseasEmerging Asia Economics > Emerging Asia Economics Weekly — Will falling oil prices push Emerging Asia into deflation?Global Markets > Global Markets Update — Some market implications of the SNB's change in policyUK Markets > UK Markets Chart Book — Gilt yields hit new lows on growth, not deflation, concerns
European Economics > European Economics Update — Sustained franc strength will hit Swiss economy hardEuropean Commercial Property > European Commercial Property Updates — Lower oil prices unlikely to drive French retail recovery in 2015Africa Economics > Africa Economics Update — Decline in oil prices not a disaster for Nigeria’s public financesGlobal Markets > Global Markets Update — Would euro-zone equities benefit from QE?Emerging Markets Economics > Emerging Markets Economics Update — How and where we differ from the consensusJapan Economics > Bank of Japan Watch — Lower inflation expectations to require policy responseEmerging Asia Economics > Emerging Asia Economic Outlook — Lower oil prices to support growthAfrica Economics > Africa Data Response — Ghana GDP (Q3) & Kenya Interest RateGlobal 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 wellMiddle 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 spreadsUS Economics > US Economics Focus — Deflation: Can "it" happen here after all?European Economics > European Chart Book — Deflation will last longer this time
Global 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 slowdownUS 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 producers
European 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 marketsLatin 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?