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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
Middle East & North Africa Economics > Middle East Economic Outlook — Gulf entering an era of softer growth as oil boom fadesAfrica Economics > Africa Economics Update — Naira’s decline increases chance of a rate hikeJapan Economics > Japan Chart Book — Stock market cheers policy movesThis article appears in multiple services — Significant slowdown still looks unlikelyCommodities Overview > Commodities Update — Demand for US corn to remain weak despite falling pricesCommodities Overview > Commodities Update — Risk of spikes in US natural gas prices still highMiddle East & North Africa Economics > Middle East Economic Updates — Central Bank of Egypt to let the pound fall sooner rather than laterGlobal Markets > Developed Markets Chart Book — After a wobble, US equities post another record highGlobal Economics > Global Economics Focus — How will the slump in oil prices affect the world economy?European Economics > European Economics Update — Precautionary credit line may not be sufficient for Greece
Global Markets > Global Markets Update — Is the strong dollar a threat to the US stock market?Middle East & North Africa Economics > Middle East Data Response — Whole Economy PMIs (Oct.)European Economics > European Economics Update — Gold referendum highlights limits of SNB policyUS Economics > US Data Response — ISM Manufacturing Index (Oct.)Commodities Overview > Commodities Economics Chart Book — “A perfect storm” batters gold pricesEuropean Economics > European Economics Update — Euro-zone Fiscal Monitor (Oct.)Commodities Overview > Commodities Update — Renewed weakness in gold price has a silver liningGlobal Markets > Capital Markets Analyst — Bubble in US Treasuries should deflate soonThis article appears in multiple services — New leverage rules should not impede recovery in lendingChina Economics > China Markets Monitor — Government support for property ignites equity rally
Commodities Overview > Commodities Update — Russia & Ukraine opt for treaties over tricksEmerging Europe Economics > Emerging Europe Economics Update — Ruble crisis spurs central bank responseGlobal Markets > Global Markets Update — What does Bank of Japan easing mean for the rest of the world?Emerging Asia Economics > Emerging Asia Markets Monitor — Minimal impact from the end of QE3Japan Economics > Japan Economics Update — BoJ sets stage for further weakening of yenEmerging Europe Economics > Emerging Europe Markets Monitor — Ruble crisis pushes central bank towards heavy FX interventionMiddle East & North Africa Economics > Middle East Chart Book — Little reaction in the Gulf to fall in oil pricesGlobal Economics > Global Monetary Indicators Monitor — Monetary conditions set to remain looseCommodities Overview > Commodities Update — Nickel sell-off is overdoneEmerging Europe Economics > Emerging Europe Economics Update — Oil price slump raises deflation danger
Commodities Overview > Commodities Update — Wheat prices to remain low despite weather conditions in RussiaGlobal Markets > Emerging Markets Valuation Monitor — Low valuations should help to support EM equitiesCommodities Overview > Commodities Update — Coal output will still increase, but at a slower paceGlobal Markets > Global Markets Update — Support from the Fed’s QE is not about to disappearLatin America Economics > Latin America Chart Book — Markets suffer as Brazil elections deliver more of the sameMiddle East & North Africa Economics > Middle East Economic Updates — Saudi Arabia: weakness in oil sector set to continueEmerging Europe Economics > Emerging Europe Economics Update — Ruble crisis points to larger-than-expected rate hikesCommodities Overview > Commodities Update — Falls in oil prices not enough to cut outputCommodities Overview > Commodities Update — Some (very) tentative signs of rebalancing in the steel industryGlobal Economics > Global Economics Update — How big is the economic threat from Ebola?
Africa Economics > Africa Markets Monitor — South Africa outperforms struggling SSA marketsThis article appears in multiple services — Consumers to remain upbeat despite asset price fallsLatin America Economics > Latin America Update — Argentine economy slumps following defaultCommodities Overview > Commodities Update — Coffee market set to tightenEmerging Asia Economics > Emerging Asia Economics Weekly — Falling commodity prices to keep Asian inflation lowEmerging Europe Economics > Emerging Europe Chart Book — Renewed weakness in Germany hits Central EuropeUK Commercial Property > UK Commercial Property Monthly — Retail rental values finally show signs of lifeGlobal Markets > Emerging Markets Capital Flows Monitor — Will inflows from abroad pick up again soon?Latin America Economics > Latin America Update — Restructuring petro-loans won’t save Venezuela from defaultMiddle East & North Africa Economics > Middle East Economic Updates — Low oil prices provide relief for MENA’s resource-poor economies
Emerging Markets Economics > Emerging Markets Inflation Monitor — Low EM inflation set to persistAfrica Economics > Africa Economics Update — Falling commodity prices not enough to pull SA’s inflation downCommodities Overview > Commodities Update — Lower fuel subsidies to dampen oil demand growthUS Economics > US Chart Book — Drop in jobless claims illustrates labour market strengthCommodities Overview > Commodities Data Response — PMIs provide little support to commodities pricesLatin America Economics > Latin America Markets Monitor — Equities suffer further losses, but currencies and bonds fare betterMiddle East & North Africa Economics > Middle East Markets Monitor — Equities in the Gulf hit by falling oil pricesEmerging Markets Economics > Emerging Markets Economics Update — Cheaper commodities to allow rates to stay lower for longerCommodities Overview > Commodities Update — Poor supply prospects should underpin lead pricesGlobal Markets > Developed Markets Valuation Monitor — Credit spreads in Italy and Spain are likely to rise further
Japan Economics > Japan Data Response — External trade (Sep.)European Economics > European Economics Update — ECB takes further steps towards QEMiddle East & North Africa Economics > Middle East Focus — Gulf: Fall in oil prices unlikely to trigger another “lost decade”Africa Economics > Africa Economics Update — Tighter policy in Ghana to lead to further growth slowdownThis article appears in multiple services — Why fuel subsidy reform matters for India and IndonesiaEmerging Europe Economics > Emerging Europe Economics Focus — How and why lower oil prices matter for Russia’s economyCommodities Overview > Commodities Analyst — Time to look again at commoditiesGlobal Economics > Global Economics Update — Lower oil prices to have bigger implications for ECB than FedCommodities Overview > Commodities Update — Oil price falls sharper than even we expectedEuropean Economics > European Economics Weekly — Markets and Merkel won’t let austerity slip
UK Consumer > UK Consumer Update — Lower commodity prices to bolster consumer recoveryCommodities Overview > Commodities Update — Silver to outperform gold as prospects for both improveUS Economics > US Economics Weekly — Market moves leave Fed with a tricky balancing actEuropean Economics > European Economics Update — Will Greece trigger another crisis?Latin America Economics > Latin America Update — Further interest rate cuts still likely in ChileLatin America Economics > Latin America Update — Assessing the impact of lower oil prices on Latin AmericaEuropean Economics > European Economics Update — In the euro-zone at least, the markets have got it rightGlobal Markets > Global Markets Update — Equities should stage a partial recovery before year-endMiddle East & North Africa Economics > Middle East Economic Updates — Lower oil prices not a major headache for the GulfChina Economics > China Data Response — Lending, credit (Sep.) & FX reserves (Q3)
US Economics > US Economics Update — Market moves hard to square with solid economic fundamentalsEmerging Markets Economics > Emerging Markets Economics Update — The winners and losers from lower oil pricesGlobal Economics > Global Economic Outlook — Euro-zone holding back recovery (again)European Commercial Property > European Commercial Property Updates — What impact will lower oil prices have on Norway’s property markets?European Economics > European Economics Update — Adverse market reaction hits Greek bail-out exit hopesGlobal Markets > Global Markets Update — Will Treasury and Bund yields continue to diverge?Commodities Overview > Commodities Update — Glut of grain and soybeans to push prices lowerLatin America Economics > Latin America Watch — Lower commodity prices and what they mean for Lat AmMiddle East & North Africa Economics > Middle East Economic Updates — Underlying inflation pressures building in parts of the GulfCommodities Overview > Commodities Data Response — Chinese domestic demand remains weak
Japan Economics > Japan Economics Update — Inflation still likely to moderate despite recent yen weaknessGlobal Markets > Global Markets Update — Is this the beginning of a bear market in US equities?Canada Economics > Canada Economics Weekly — Oil price slump shouldn't threaten domestic producersEnergy > Energy Watch — Rising Indian demand not enough to boost coal pricesUS Economics > US Economics Weekly — Drop in yields and oil price trump higher dollarJapan Economics > Japan Economics Weekly — Is the weaker yen doing more harm than good?Commodities Overview > Commodities Update — LME warehouse reform no longer so relevantEmerging Markets Economics > Emerging Markets Economics Chart Book — EM industry still strugglingGlobal Markets > Emerging Markets Markets Chart Book — Will EM bonds continue to underperform?UK Markets > UK Markets Chart Book — Gilt yields grind lower despite UK economy’s momentum
Africa Economics > Africa Economics Update — South African consumer spending to continue weakeningMiddle East & North Africa Economics > Middle East Economic Updates — Saudi budget deficits not a disaster, but spending growth to slowCommodities Overview > Commodities Update — Supply not demand weighing on the copper priceJapan Economics > Japan Chart Book — Economy skirting recessionEmerging Asia Economics > Emerging Asia Economic Outlook — Steady, if unspectacular, growth aheadCommodities Overview > Commodities Update — How will OPEC respond to falling oil prices?Africa Economics > Africa Watch — Weaker currencies add to need for tighter monetary policyEmerging Asia Economics > Emerging Asia Economics Update — Rates in Indonesia to remain on hold for a while yetEmerging Europe Economics > Emerging Europe Watch — The ruble’s decline and what it means for RussiaGlobal Markets > Developed Markets Chart Book — US stock market running out of steam
Commodities Overview > Commodities Update — What risks does Ebola pose to commodity markets?Emerging Asia Economics > Emerging Asia Economics Weekly — What next for monetary policy in Singapore?Latin America Economics > Latin America Update — Venezuelan bonds in for a rough rideChina Economics > China Economics Update — How much does Hong Kong matter to China?Commodities Overview > Commodities Update — US natural gas stocks still low going into withdrawal seasonGlobal Markets > Global Markets Update — A stronger economy could be a mixed blessing for US equitiesEmerging Europe Economics > Emerging Europe Economics Update — Turkish lira has further to fallLatin America Economics > Latin America Update — Resignation of BCRA Governor opens door to more unorthodoxyEuropean Economics > European Chart Book — Economic weakness spreads to GermanyCommodities Overview > Commodities Economics Chart Book — US dollar strength weighs on commodities
Emerging Markets Economics > Emerging Markets Economic Outlook — Investors face up to “new norm” for EM growthAfrica Economics > Africa Economics Update — SA PMI points to recovery, but manufacturing still sluggishGlobal Markets > Emerging Markets Capital Flows Monitor — Is foreigners’ appetite waning?Latin America Economics > Latin America Markets Monitor — Lat Am markets suffer more than most in latest EM sell-offEmerging Europe Economics > Emerging Europe Chart Book — Currency sell-off highlights divisions in rate outlookEmerging Asia Economics > Emerging Asia Markets Monitor — Aussie and Kiwi dollars lead Asia’s currency sell-offGlobal Economics > Global Monetary Indicators Monitor — Fed ending QE3 but global policy still looseChina Economics > China Markets Monitor — Protests overshadow equity opening in Hong KongGlobal Markets > Emerging Markets Valuation Monitor — Emerging Markets Market Valuation Monitor