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European Economics > European Economics Weekly — Negative rates are no silver bullet on their ownCanada Economics > Canada Economics Update — Bank of Canada retains neutral biasGlobal Economics > Global Economic Outlook — West to outperform EastEuropean Economics > European Economics Update — ECB belatedly waking up to deflation dangersUS Economics > US Economics Weekly — Markets shouldn't place so much trust in the FedLatin America Economics > Latin America Update — Peru: Rates on hold – some small cuts possible this yearMiddle East & North Africa Economics > Middle East Economic Updates — Egypt: rate cuts looking unlikely as inflation outlook deterioratesEuropean Economics > European Economic Outlook — Deflation dangers persistThis article appears in multiple services — Rate hikes remain distant given inflation outlookEmerging Asia Economics > Emerging Asia Economics Update — New Bank of Korea governor in no rush to tighten policy
Canada Economics > Bank of Canada Watch — Bank to remain on the sidelines for time beingEmerging Europe Economics > Emerging Europe Economics Update — Polish monetary policy to remain loose as economy strengthensGlobal Economics > Global Economics Update — What are the prospects for global real interest rates?European Economics > European Economics Update — Riksbank signals greater chance of a rate cutEmerging Asia Economics > Emerging Asia Economics Update — Bank Indonesia to keep rates unchanged this yearJapan Economics > Japan Economics Update — Expectations of mid-year easing likely to be disappointedChina Economics > China Economics Update — Inflation Monitor (Apr.)European Economics > European Economics Weekly — ECB to follow words with actions before longEmerging Europe Economics > Emerging Europe Economics Update — Lira at risk if Turkish MPC starts to ease policyJapan Economics > Japan Economics Weekly — Is Kurodanomics working?
UK Economics > MPC Watch — Rate hikes still a distant prospectJapan Economics > Bank of Japan Watch — Sales tax hike alone unlikely to prompt further stimulusEuropean Economics > European Economics Update — ECB edging towards more actionLatin America Economics > Latin America Update — Brazil hikes but hints that tightening cycle now overAfrica Economics > Africa Economics Update — Ghana’s tightening cycle not over yetThis article appears in multiple services — CIPS Report on Manuf. (Mar.) & FPC Record (Mar.)Emerging Asia Economics > Emerging Asia Economics Update — Indian rates set to remain at a standstillEmerging Asia Economics > Emerging Asia Economics Update — Australian rates to stay on hold for a while yetChina Economics > China Data Response — Manufacturing PMIs (Mar.)UK Economics > UK Economics Update — Monetary Indicators Monitor (Mar 14.)
China Economics > China Watch — Policymakers signal preference for “fine-tuning” over stimulusEmerging Europe Economics > Emerging Europe Economics Update — Romanian easing cycle at an endGlobal Economics > Global Central Bank Watch — How useful are central banks' own interest rate forecasts?European Economics > ECB Watch — ECB Watch - More policy action still aheadGlobal Markets > Global Markets Update — A selection of our non-consensus callsEmerging Europe Economics > Emerging Europe Economics Update — Low inflation to keep Czech monetary policy looseAfrica Economics > Africa Economics Update — SARB pauses for breathEmerging Asia Economics > Emerging Asia Economics Update — The Philippines holds policy rate, but first hike not far offEmerging Asia Economics > Emerging Asia Economics Update — Taiwan's central bank under little pressure to hike ratesEmerging Europe Economics > Emerging Europe Economics Update — Further rate cuts in Hungary now look unlikely
Africa Economics > Africa Economics Update — Nigeria: modest interest rate hikes on the cardsEuropean Economics > European Economics Update — Danish central bank unlikely to tolerate further krone fallsThis article appears in multiple services — Mind the (spuriously precise) gapChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Mar.)Canada Economics > Canada Economics Weekly — Demographics to weigh on economic growth and interest ratesUS Economics > US Economics Weekly — Yellen wrong to downplay Fed's rate projectionsEuropean Economics > European Economics Update — SNB's battle with deflation goes onEmerging Asia Economics > Emerging Asia Economics Update — New Zealand’s outlook still healthy, despite Q4 slowdownUS Economics > US Economics Update — Fed sticks to QE taper, drops unemployment thresholdChina Economics > China Chart Book — Hand of People’s Bank seen in currency fall
Canada Economics > Canada Economics Update — Quebec might do better with its own currencyThis article appears in multiple services — Labour Data (Jan./Feb.) & MPC Minutes (Mar.)European Economics > European Economics Update — Sedlabanki softens its stance but rates are still likely to riseEmerging Europe Economics > Emerging Europe Economics Update — Turkish monetary conditions to remain tightEmerging Europe Economics > Emerging Europe Economics Update — Russian outflows could total $70bn in Q1US Economics > US Economics Weekly — Fed won’t ignore faster wage growthEmerging Europe Economics > Emerging Europe Economics Update — Russia’s “temporary” rate hike to be longer-lastingLatin America Economics > Latin America Update — Peru and Chile: limited room for interest rate cuts this yearEmerging Asia Economics > Emerging Asia Economics Update — Korean rates set for prolonged holdEmerging Asia Economics > Emerging Asia Economics Update — Encouraging Indian data unlikely to sway hawkish central bank
US Economics > US Fed Watch — Fed to revamp its forward guidanceEmerging Asia Economics > Emerging Asia Economics Update — Thailand lowers policy rate, but further cuts unlikelyChina Economics > China Economics Update — Online funds pushing interest rate liberalisation forwardJapan Economics > Japan Economics Update — No great urgency for additional monetary stimulusUS Economics > US Economic Outlook — Economy will bounce back from weather disruptionJapan Economics > Bank of Japan Watch — Little urgency for additional monetary stimulusCanada Economics > Canada Economics Weekly — Bank of Canada takes more hawkish lineEuropean Economics > European Economics Weekly — Slack & euro could yet force the ECB's handThis article appears in multiple services — Will the housing market force the MPC to act?Emerging Asia Economics > Emerging Asia Economics Weekly — Rate hikes coming in New Zealand
European Economics > European Economics Update — ECB bolsters guidance, but may still need to actThis article appears in multiple services — A sixth year of record low rates lies aheadEmerging Asia Economics > Emerging Asia Economics Update — Malaysia’s rate hike around the cornerEmerging Europe Economics > Emerging Europe Economics Update — Polish MPC extends "forward guidance"Canada Economics > Canada Economics Update — Bank of Canada maintains neutral biasAfrica Economics > Africa Economics Update — Kenyan rate hikes still on the cardsLatin America Economics > Latin America Update — Colombia: peso weakness unlikely to trigger interest rate hikesThis article appears in multiple services — Five years of 0.5% rates, at least one more to goEmerging Asia Economics > Emerging Asia Economics Update — Australian rates to stay on hold for nowChina Economics > China Watch — Three things to watch at the National People’s Congress
China Economics > China Data Response — Manufacturing PMIs (Feb.)European Economics > European Economics Weekly — Stars still aligned for more ECB supportUS Economics > US Economics Weekly — Fed needs to revise forward guidance soonEmerging Europe Economics > Emerging Europe Economics Update — Taking stock of the recent drop in the rubleJapan Economics > Japan Economics Focus — Is QQE working?Middle East & North Africa Economics > Middle East Economic Updates — Egypt holds rates, but cuts could come back on to the agendaEuropean Economics > ECB Watch — Another small rate cut?Global Economics > Global Central Bank Watch — Benign inflation outlook taking centre stage againEuropean Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Jan.)European Commercial Property > European Commercial Property Updates — Is a downturn looming for Turkish retail property?
Canada Economics > Bank of Canada Watch — Bank to maintain neutral stanceEmerging Asia Economics > Emerging Asia Chart Book — Interest rates to stay lower than consensus expectsGlobal Markets > Global Markets Update — Will a shift in Fed policy send profits into a tailspin?China Economics > China Economics Update — Would Hong Kong benefit from higher interest rates?Global Economics > Global Economics Update — Does the world need more policy coordination?China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Feb.)This article appears in multiple services — Labour Data (Dec./Jan.) & MPC Minutes (Feb.)Latin America Economics > Latin America Update — Chile cuts rates and signals further easing to comeEmerging Europe Economics > Emerging Europe Economics Update — Hungary’s central bank could still cut interest rates furtherChina Economics > China Chart Book — No shift of monetary stance
Japan Economics > Japan Economics Update — Bank of Japan again signals readiness to ease furtherEmerging Asia Economics > Emerging Asia Economics Update — Thailand’s economy to struggle amid unresolved political crisisThis article appears in multiple services — Low inflation should ease output gap dangersEuropean Economics > European Economics Weekly — GDP figures don't preclude the need for ECB actionLatin America Economics > Latin America Update — Peru: no rate cuts for nowEmerging Europe Economics > Emerging Europe Economics Update — Central Bank of Russia keeps one eye on the rubleJapan Economics > Bank of Japan Watch — BoJ unlikely to be panicked into additional easingUK Commercial Property > UK Commercial Property Update — What would an early rate rise mean for property?European Economics > European Economics Update — Rates hikes in Sweden remain a distant prospectEmerging Asia Economics > Emerging Asia Economics Update — Bank Indonesia to keep rates on hold until 2015
Emerging Asia Economics > Emerging Asia Economics Update — Bank of Korea in no rush to tighten monetary policyGlobal Economics > Global Economics Update — Revamped forward guidance to help keep rates lowUK Economics > UK Data Response — Bank of England Inflation Report (Feb 14.)European Economics > European Economics Update — Sedlabanki holds, but will hike later this yearUS Economics > US Economics Update — Yellen indicates that the Fed will continue with QE taperUK Commercial Property > UK Commercial Property Analyst — The recovery will continue to accelerateChina Economics > China Economics Update — Inflation Monitor (Feb.)US Economics > US Economics Update — How will the Fed's forward guidance evolve?Emerging Asia Economics > Emerging Asia Economics Update — Rajan is laying foundations for long-term growth in IndiaEuropean Economics > European Economics Weekly — The ECB is too sanguine about monetary problems
US Economics > US Economics Weekly — Five challenges for the new Fed ChairThis article appears in multiple services — All change again for the Inflation Report?European Economics > European Economics Update — ECB will succumb to pressure for more action soonEmerging Europe Economics > Emerging Europe Economics Update — Czech Bank hints at end to FX intervention in early 2015Africa Economics > Africa Economics Update — Currency concerns force Bank of Ghana to actThis article appears in multiple services — MPC on hold for a long time, whatever the new guidanceEmerging Asia Economics > Emerging Asia Economics Update — Rates to be kept low in the Philippines to support reconstructionEmerging Europe Economics > Emerging Europe Economics Update — First Polish rate hike still looks some way offUK Economics > UK Economics Focus — Will policy help or hinder the recovery?Emerging Asia Economics > Emerging Asia Economics Update — Indonesian growth unlikely to accelerate further
Global Economics > Global Policy Watch — Will deflation be the next stage of the crisis?Emerging Europe Economics > Emerging Europe Economics Update — Romania’s easing cycle appears to have come to an endAfrica Economics > Africa Economics Update — Who is next in line to hike interest rates?Emerging Asia Economics > Emerging Asia Economics Update — Australia holds rates and takes cuts off the agendaThis article appears in multiple services — RIP forward guidance?Africa Economics > Africa Chart Book — South Africa tightens policy, others may soon follow suitEmerging Europe Economics > Emerging Europe Chart Book — Market turmoil highlights region’s differencesEuropean Economics > ECB Watch — ECB needs to follow words with actionEmerging Europe Economics > Emerging Europe Economics Update — Will Russia become the next EM to come under fire?Africa Economics > Africa Economics Update — Taking stock of the SARB’s surprise
Latin America Economics > Latin America Update — Will market turmoil trigger interest rate hikes?Emerging Asia Economics > Emerging Asia Economics Update — New Zealand rate hike is imminentUS Economics > US Economics Update — Fed continues gradual QE taperAfrica Economics > Africa Economics Update — South Africa: surprise rate hike fails to shore up the randEmerging Markets Economics > Emerging Markets Economics Update — Turkey & India likely to be the exception rather than the ruleEuropean Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Dec.13)Emerging Asia Economics > Emerging Asia Economics Update — Malaysia tightening cycle to start in first half of 2014Emerging Europe Economics > Emerging Europe Economics Update — Central Bank of Turkey edges back to orthodoxyEuropean Economics > European Economics Update — ECB loan buying plan won't dampen deflation risksEmerging Asia Economics > Emerging Asia Economics Update — Dual concerns over inflation and rupee behind India rate hike