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Global Markets > Global Markets Update — Is the Treasury market braced for future Fed tightening?UK Economics > UK Economics Update — Recent rise in yields need not spell fiscal gloomCommodities > Commodities Chart Book — Negative sentiment towards gold looks overdoneGlobal Markets > Global Markets Update — A more cautious view on goldCommodities > Commodities Focus — What next for gold?Latin America Economics > Latin America Markets Monitor — Latin American markets fall further behindChina Economics > China Markets Monitor — Financial stocks lead slumpEmerging Markets Economics > Emerging Markets Economics Update — Market turmoil unlikely to cause EMs to slow via wealth effectsGlobal Markets > Global Markets Update — How far can the Bank of Japan's QE replace the Fed's?Global Markets > Emerging Markets Valuation Monitor — Will lower valuations tempt investors back?
Commodities > Commodities Update — A new front in the war on coal?Middle East & North Africa Economics > Middle East Markets Monitor — Egyptian markets in turmoilEmerging Markets Economics > Emerging Markets Financial Risk Monitor — QE tapering unlikely to trigger an EM crisisGlobal Economics > Global Economics Update — Will higher bond yields stall the global recovery?Latin America Economics > Latin America Update — What next for Latin American currencies?Global Economics > Global Monetary Indicators Monitor — Monetary conditions still very looseGlobal Markets > Global Markets Update — Can bond yields elsewhere decouple from the US?Africa Economics > Africa Markets Monitor — Markets get the jittersCanada Economics > Canada Economics Update — Canadian dollar's descent likely to continueGlobal Markets > Global Markets Update — Bond market lessons from the early 1950s
Canada Economics > Canada Economics Weekly — Household sector sensitive to higher long-term ratesEmerging Asia Economics > Emerging Asia Economics Weekly — What does Abenomics mean for the rest of Asia?Emerging Markets Economics > Emerging Markets Economics Chart Book — QE tapering to have limited impact on EM growthGlobal Markets > Global Markets Update — New market forecastsGlobal Markets > Global Markets Update — Will the worst soon be over for emerging market equities?Commodities > Commodities Data Response — China slowdown and policy outlooks to keep prices weakEuropean Economics > European Economics Update — Could a global bond sell-off reignite the euro-zone crisis?Africa Economics > Africa Economics Update — S. Africa: current account data provide respite for the randEmerging Europe Economics > Emerging Europe Markets Monitor — Protests hit Turkish marketsGlobal Markets > Emerging Markets Capital Flows Monitor — Beating a retreat
Middle East & North Africa Economics > Middle East Economic Updates — Egypt: pound's devaluation has further to goCommodities > Commodities Update — What’s really happening to China’s copper demand?Commodities > Commodities Update — Are oil prices set to take off due to Syria risks?Emerging Asia Economics > Emerging Asia Economics Update — Rupee weakness complicates India's policy outlookUK Markets > UK Markets Chart Book — Asset prices tumble on fears of monetary tighteningMiddle East & North Africa Economics > Middle East Watch — What would the tapering of QE mean for the MENA region?Global Markets > Global Markets Update — Making sense of the market turmoilEmerging Asia Economics > Emerging Asia Economics Update — Rest of Asia unlikely to follow Indonesia's tightening pathThis article appears in multiple services — What's behind the rebound in the yen?Emerging Asia Economics > Emerging Asia Economics Update — New Zealand will remain reluctant to hike rates
Global Markets > Global Markets Update — Who will fill the Fed’s shoes when it tapers QE3?Emerging Markets Economics > Emerging Markets Economics Update — Which EMs should be worried about weaker currencies?Middle East & North Africa Economics > Middle East Economic Updates — MSCI reclassifications likely to have limited impactEmerging Asia Economics > Emerging Asia Economics Update — Rupee decline highlights India’s fundamental weaknessesAfrica Economics > Africa Economics Update — What is driving the weakness of the South African rand?Commodities > Commodities Update — How vulnerable are commodities to the tapering of QE3?Global Markets > Global Markets Update — Emerging market currencies to remain under pressureLatin America Economics > Latin America Update — Second devaluation would not solve Venezuela's woesCommodities > Commodities Update — China's underlying demand still weakEuropean Economics > European Economics Weekly — Is the Troika learning from its mistakes?
Emerging Asia Economics > Emerging Asia Economics Weekly — Asian currencies take a tumbleCommodities > Commodities Update — Correction in lumber prices should prove temporaryGlobal Markets > Global Markets Update — What next for the Nikkei?This article appears in multiple services — Latvia is still no role model for the euro-zone peripheryLatin America Economics > Latin America Update — Chile: prospect of rate cuts to keep peso under pressureGlobal Markets > Developed Markets Chart Book — US Treasuries come under fireEmerging Europe Economics > Emerging Europe Economics Update — Revisiting Turkey's external risksGlobal Economics > Global Economics Update — “Wealth effects” will have little impact on global consumptionCommodities > Commodities Chart Book — Growth mix fails to help commoditiesGlobal Markets > Global Markets Update — Falling "narrow" profit share a warning sign for US equities
Commodities > Commodities Update — Aluminium prices range-bound by supplyUK Markets > UK Markets Analyst — Economic weakness set to undermine equity rallyCommodities > Commodities Update — How much does OPEC matter?Latin America Economics > Latin America Markets Monitor — Latin American equities underperformGlobal Markets > Global Markets Update — Is this the start of a sustained rise in bond yields?Middle East & North Africa Economics > Middle East Markets Monitor — Tunisian dinar falls on back of IMF dealAfrica Economics > Africa Markets Monitor — Rand in freefallEuropean Economics > European Economics Update — Iceland won’t unfreeze capital flows anytime soonGlobal Markets > Global Markets Update — EM equities set to underperform furtherCommodities > Commodities Update — Rise in soybean prices unlikely to be sustained
China Economics > China Markets Monitor — Property stocks lead rebound againChina Economics > China Economics Update — Renminbi surge undermines case for capital account openingAfrica Economics > Africa Economics Update — South Africa: rates on hold as rand plummetsThis article appears in multiple services — Boost to Nikkei from weaker yen has run its courseEuropean Economics > European Economics Update — Will the equity rally boost household spending?Africa Economics > Africa Economics Update — Nigeria resists government pressure to cut ratesCommodities > Commodities Update — Rising mine output to keep copper price weakGlobal Markets > Global Markets Update — How long can the current equity rally last?Global Markets > Global Markets Update — How long can the current equity rally last?Emerging Europe Economics > Emerging Europe Economics Update — Turkey upgraded, but external vulnerabilities persist
Commodities > Commodities Update — Low shipping costs add to concerns over the recoveryEmerging Markets Economics > Emerging Markets Economics Update — A closer look at international corporate bond issuanceUS Economics > US Economics Update — Rise in dollar against the yen to hit automakers mostEuropean Economics > European Economics Update — Has Greece reached a turning point?Commodities > Commodities Update — Rally in platinum prices postponed not cancelledGlobal Markets > Global Markets Update — What next for EM local currency government bonds?This article appears in multiple services — What’s behind the surge in JGB yields?This article appears in multiple services — Why QE helps equities more than commoditiesLatin America Economics > Latin America Update — Currency to play bigger role in Mexican interest rate decisionsGlobal Markets > Global Markets Update — How significant are Japan's overseas bond purchases?
Emerging Asia Economics > Emerging Asia Economics Update — What does S&P’s upgrade mean for the Philippines?Emerging Europe Economics > Emerging Europe Markets Monitor — Turkish equities continue to outperformUK Markets > UK Markets Chart Book — Equities boosted by strong earnings seasonThis article appears in multiple services — Will Brazil’s oil output reach its potential?Global Markets > Global Markets Update — Is the euro vulnerable to a shift in ECB policy?Commodities > Commodities Update — Grain price rally set to be short livedGlobal Markets > Global Markets Update — Fears of a bubble forming in EM bonds now seem overdoneGlobal Markets > Developed Markets Chart Book — More to euro's destiny than ECB policyGlobal Markets > Global Markets Update — What's behind the weakness in oil prices?European Economics > European Economics Update — Falling oil prices highlight Norway’s long-term problems
Middle East & North Africa Economics > Middle East Economic Updates — Weaker oil production to weigh on Gulf growthChina Economics > China Watch — Wider renminbi trading band would be empty gestureCommodities > Commodities Chart Book — Commodity and equity markets diverge furtherCommodities > Energy Watch — Oil prices to resume declines despite policy "stimulus"Africa Economics > Africa Markets Monitor — More countries joining the eurobond rushEmerging Europe Economics > Emerging Europe Economics Update — Russia: first tweaks to the fiscal ruleChina Economics > China Markets Monitor — Equities fall furtherThis article appears in multiple services — What next for the yen?Latin America Economics > Latin America Markets Monitor — Mining stocks take a hitMiddle East & North Africa Economics > Middle East Markets Monitor — UAE equities continue to soar
Global Markets > Capital Markets Analyst — How much should markets fear a scaling back of QE3?Latin America Economics > Latin America Update — What do lower copper prices mean for Chile?Commodities > Commodities Analyst — Further weakness aheadAfrica Economics > Africa Watch — Weak rand to provide limited relief for South African manufacturersEmerging Markets Economics > Emerging Markets Economics Update — China slowdown opens the door for new EM growth starsUS Economics > US Economics Update — US recovery due to more than just the energy boomMiddle East & North Africa Economics > Middle East Economic Updates — Tunisia's IMF deal underlines need for political consensusLatin America Economics > Latin America Update — Region increasingly vulnerable to lower commodity pricesEmerging Asia Economics > Emerging Asia Economics Weekly — Lower commodity prices to help most Asian economiesAfrica Economics > Africa Economics Update — How would a slump in gold prices affect South Africa?
Middle East & North Africa Economics > Middle East Economic Updates — What does the fall in oil prices mean for the MENA region?Emerging Europe Economics > Emerging Europe Economics Update — Russia: the implications of oil's fall to below $100pbMiddle East & North Africa Economics > Middle East Economic Updates — Saudi dollar peg here to stay for the long-termCommodities > Commodities Update — Will 2013 be a rerun of 2012 for oil prices?Global Markets > Global Markets Update — End of QE3 might not trigger a rise in UST term premiumsCommodities > Commodities Update — Gold becomes a traders’ marketGlobal Economics > Global Economics Update — Falls in grain prices to help keep global inflation subduedEuropean Economics > European Economics Update — Cyprus: The bail-out thickensUK Markets > UK Markets Chart Book — Lower gilt yields underline safe-haven statusGlobal Markets > Global Markets Update — How dependent are low US Treasury yields on QE3?
Latin America Economics > Latin America Update — Latest inflation rise tips balance in favour of Brazil rate hikeEmerging Europe Economics > Emerging Europe Economics Update — Ukraine fails to agree on an IMF deal, againCommodities > Commodities Data Response — China's commodity imports fail to keep paceCommodities > Commodities Update — Platinum prices to rise even without OPEC-style cartelThis article appears in multiple services — More downside for yen than upside for Nikkei?Emerging Europe Economics > Emerging Europe Markets Monitor — Market rally reverses courseEmerging Europe Economics > Emerging Europe Economics Update — Policy easing likely to focus on weaker rubleGlobal Markets > Developed Markets Chart Book — Emerging market assets underperform furtherEuropean Economics > European Economics Update — How big a threat is a Slovenia bail-out?Commodities > Commodities Chart Book — Corn leads commodities lower as demand disappoints
Africa Economics > Africa Economics Update — Kenyan markets rally but post-election challenges remainLatin America Economics > Latin America Update — Argentina moves a step closer to defaultEuropean Economics > European Economics Weekly — Market calm provides limited comfortEmerging Asia Economics > Emerging Asia Economics Weekly — Philippines - no longer the "sick man of Asia"Latin America Economics > Latin America Update — Argentine debt offer may be too little, too lateGlobal Markets > Global Markets Focus — Future monetary tightening and the prospects for US equitiesGlobal Markets > Global Markets Update — How long before US corporate profit margins are squeezed?Africa Economics > Africa Markets Monitor — Eurobond yields unlikely to rise sharplyMiddle East & North Africa Economics > Middle East Markets Monitor — Bond yields spike in Egypt as IMF deal looks further awayUS Economics > US Economics Update — US net debt to foreigners still manageable