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European Economics > European Economics Update — Massive economic damage means Grexit still likelyUS Economics > US Economics Weekly — Fed more confident, second-quarter rebound confirmedEuropean Economics > European Economics Weekly — Greek bailout on the rocks before it’s begun?Latin America Economics > Latin America Chart Book — Brazil slashes its fiscal goalsEmerging Europe Economics > Emerging Europe Economics Update — Russian MPC cuts rates, but ruble concerns come to the foreEmerging Asia Economics > Emerging Asia Economics Weekly — Time to worry about currency weakness?Japan Economics > Japan Economics Weekly — Economy to recover only slowly from Q2 slumpMiddle East & North Africa Economics > Middle East Economic Updates — Egypt rate cuts likely to come onto the agendaGlobal Economics > Global Monetary Indicators Monitor — Conditions to stay loose despite looming Fed hikesAustralia & New Zealand Economics > Australia & New Zealand Economics Weekly — Pondering potential growth
Emerging Europe Economics > Emerging Europe Economics Update — First thoughts on Turkey’s mooted new policy rateUK Economics > MPC Watch — Hawks to break rankEmerging Asia Economics > Emerging Asia Markets Monitor — Asian currencies caught up in EM sell-offLatin America Economics > Latin America Update — Brazil hikes rates, tightening cycle probably overEuropean Economics > European Data Response — Swedish GDP (Q2, Prov.)India Economics > RBI Watch — New Financial Code risks damaging RBI independenceJapan Economics > Japan Economics Focus — Will population ageing help or derail efforts to boost inflation?Global Markets > Global Markets Update — Fed won’t spark EM sell-off today, but data may add to volatilityUK Consumer > UK Consumer Update — Household Borrowing Monitor (Jun.)Africa Economics > Africa Chart Book — African interest rates begin rise
Australia & New Zealand Economics > RBA Watch — Lower potential growth wouldn’t rule out rate cutsEmerging Markets Economics > Frontier Markets Monthly Wrap — Frontier currencies sufferGlobal Markets > Global Markets Update — US Treasuries remain vulnerable to tighter Fed policyGlobal Economics > Global Central Bank Watch — Monetary policy to diverge sharply by the end of 2016European Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Jun.)US Economics > US Economics Weekly — Fed closing in on lift-off, as economy enjoys Q2 reboundEuropean Economics > European Economics Weekly — Weak growth hindering euro-zone’s fiscal progressUK Economics > UK Economics Weekly — Stronger GDP figures won’t rush the MPCEmerging Europe Economics > Emerging Europe Chart Book — Greek deal brings sigh of reliefEmerging Asia Economics > Emerging Asia Economics Weekly — Taiwan-China trade agreements are not a big deal
UK Consumer > UK Consumer Monthly — Outlook for real pay continues to brightenEmerging Europe Economics > Emerging Europe Economics Update — How will Czech policymakers respond to the rising koruna?Latin America Economics > Latin America Data Response — Mexico Bi-Weekly Consumer Prices (Jul.)Africa Economics > Africa Economics Update — South Africa finally begins tightening cycleEmerging Europe Economics > Emerging Europe Economics Update — Turkish central bank keeps rates on hold, but hikes on horizonJapan Economics > Japan Economics Update — New inflation gauges do not alter the outlook for monetary policyIndia Economics > India Economics Update — Activity weak enough to justify another rate cutCanada Economics > Canada Economic Outlook — Economy being dragged down by investment slumpEmerging Markets Economics > Emerging Markets Economics Chart Book — EM rate cutting cycle nearing an endChina Economics > China Activity Monitor — Economy was gaining momentum at end of Q2
European Economics > European Economics Update — Is Greece’s bailout bad for the euro?UK Economics > UK Data Response — MPC Minutes (Jul.)Africa Economics > Africa Data Response — South Africa Consumer Prices (Jun.)Australia & New Zealand Economics > Australia & New Zealand Data Response — Australia Consumer Prices (Q2)Emerging Asia Economics > Emerging Asia Economics Update — Drought adds to Thailand’s economic headwindsEuropean Economics > European Economics Update — Will the Greek economy ever return to normal?US Economics > US Fed Watch — September lift-off looking increasingly like a done dealEmerging Europe Economics > Emerging Europe Economics Update — Hungarian MPC ends easing cycle, pledges loose policyUS Economics > US Chart Book — June data mixed, but Q2 GDP growth around 2.8%Canada Economics > Canada Chart Book — Oil price shock part II
European Economics > European Economics Update — Greek elections won’t ensure passage of bailoutUK Economics > UK Economics Focus — Will policymakers choke off the recovery?UK Markets > UK Economics Chart Book — Cautious MPC still likely to wait until well into next yearEuropean Economics > European Economics Weekly — Greek deal clears some hurdles, plenty leftPrecious Metals > Precious Metals Update — China’s gold accumulation has further to goGlobal Economics > Global Economics Update — Labour market performance after devaluations: lessons for Greece?UK Economics > UK Economics Weekly — How worrying is the rise in unemployment?Japan Economics > Japan Economics Weekly — Growth to remain sluggish over medium termEuropean Economics > European Economics Update — Draghi dovish, but cautious on GreeceUK Economics > UK Quarterly Review — Will the rest of the world hold the UK back?
Australia & New Zealand Economics > RBNZ Watch — 0.5% cut likely next step towards a new record low of 2.0%Emerging Asia Economics > Emerging Asia Economic Outlook — Credit slowdown to weigh on Asian growthCanada Economics > Canada Economics Update — Bank of Canada likely to cut rates againUS Economics > US Economics Update — Yellen reiterates that lift-off still likely later this yearLatin America Economics > Latin America Update — Chile: interest rate hikes still some way offJapan Economics > Japan Economics Update — BoJ will have to step up pace of easing before longEuropean Economics > European Economics Update — Greek “deal” still has major hurdles to clearAfrica Economics > Africa Data Response — Nigeria Consumer Prices (Jun.)Emerging Asia Economics > Emerging Asia Economics Update — Bank Indonesia to cut rates before the end of the yearEuropean Economics > European Data Response — Swedish Consumer Prices (Jun.)
India Economics > India Data Response — Consumer Prices (Jun.)Africa Economics > Africa Economics Update — Uganda: Weak shilling prompts rate hikeEuropean Economics > European Economics Update — Greek deal will only delay the inevitableAfrica Economics > Africa Watch — Kenya: Long-term outlook still positiveJapan Economics > Bank of Japan Watch — Could the BoJ delay the 2% inflation timeframe yet again?US Economics > US Economics Weekly — Fed lift-off won't be delayed by Greece or ChinaEuropean Economics > European Economics Weekly — New Greek bailout would just delay the inevitableUK Economics > UK Economics Weekly — The Osborne Identity: Pragmatist not ideologueLatin America Economics > Latin America Data Response — Mexico Consumer Prices (Jun.)European Economics > ECB Watch — ECB may have to play both villain and hero
Japan Economics > Japan Economics Update — Monetary Indicators Monitor (Jun.)Middle East & North Africa Economics > Middle East Data Response — Egypt & Saudi Consumer Prices (Jun.)UK Economics > UK Economics Update — Fiscal tweaks not big enough to prompt MPC hike this yearEmerging Asia Economics > Emerging Asia Economics Update — Further rate cuts in Korea unlikelyCanada Economics > Bank of Canada Watch — Get ready for interest rate cut(s)Emerging Europe Economics > Emerging Europe Economics Update — Polish MPC plays down risks from GreeceLatin America Economics > Latin America Data Response — Brazil & Chile Consumer Prices (Jun.)Emerging Europe Economics > Emerging Europe Data Response — Turkey Ind. Prod. (May) & Hungary CPI (Jun.)Australia & New Zealand Economics > Australia & New Zealand Economics Update — Lower dollar won't prevent further RBA rate cutsCanada Economics > Canada Economics Update — Economy unlikely to rebound from oil slump
Emerging Asia Economics > Emerging Asia Economics Update — Ringgit weakness to remain a constraint on policy in MalaysiaCanada Economics > Canada Economics Weekly — Fast escape from oil slump unlikelyGlobal Economics > Global Economics Chart Book — Greek crisis a sideshow for world economyUK Economics > UK Economics Weekly — Budget to leave economy still facing big fiscal squeezeEmerging Asia Economics > Emerging Asia Economics Weekly — Is there an end in sight to the export slowdown?Emerging Asia Economics > Emerging Asia Economics Focus — Bubbles, basket cases and rising starsUK Economics > MPC Watch — Unanimous for one more monthGlobal Economics > Global Monetary Indicators Monitor — Monetary aggregates expanding steadilyEuropean Economics > European Economics Update — Sweden’s Riksbank boosts stimulus to weaken kronaAustralia & New Zealand Economics > Australia & New Zealand Economics Focus — What would Grexit mean for Australia?
European Economics > European Chart Book — Contagion from Greece limited for nowEmerging Europe Economics > Emerging Europe Economics Update — Romanian MPC takes further rate cuts off the tableUS Economics > US Economics Update — “Grexit” alone unlikely to deter the Fed from raising ratesAustralia & New Zealand Economics > RBA Watch — Biding its timeLatin America Economics > Latin America Chart Book — China still the key risk for Lat AmCanada Economics > Canada Data Response — GDP by Industry (Apr.)Emerging Asia Economics > Emerging Asia Chart Book — Risk of “Grexit” hangs over Asia’s export outlookGlobal Economics > Global Economics Update — Private consumption after a currency crisisChina Economics > China Economics Update — What can policymakers do now?European Economics > European Economics Update — Greferendum – key questions & answers
Africa Economics > Africa Chart Book — Rate hikes to add to pressure on South Africa’s economyCanada Economics > Canada Economics Weekly — Will the Bank of Canada cut interest rates again?Emerging Markets Economics > Emerging Markets Inflation Monitor — EM inflation to pick up as oil price effect fadesEmerging Asia Economics > Emerging Asia Economics Weekly — Ringgit weakness to deter policy loosening in MalaysiaUK Economics > UK Economics Weekly — Hawks ruffling feathers but rate hike still a way offEuropean Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (May)Latin America Economics > Latin America Markets Monitor — Lat Am markets shrug off threat of Fed hikesJapan Economics > Japan Economics Weekly — How fast do wages have to rise to reach 2% inflation?Global Economics > Global Central Bank Watch — Are negative policy rates here to stay?Emerging Europe Economics > Emerging Europe Economics Update — Czech MPC tones down dovish comments
Emerging Europe Economics > Emerging Europe Chart Book — Greek crisis casts fresh cloud over outlookUK Markets > UK Markets Analyst — Markets right to expect slow monetary tighteningAfrica Economics > Africa Watch — South Africa: Tackling unemployment requires structural reformEuropean Economics > European Economics Update — Market volatility won’t throw QE off trackLatin America Economics > Latin America Update — Colombian policymakers unlikely to follow the FedGlobal Markets > Global Markets Update — On the relative valuation of US equities and bondsAfrica Economics > Africa Economics Update — Nigeria: Further FX restrictions a worrying signGlobal Economics > Global Economics Update — Unemployment outlook points to faster rate hikes in US than UKUK Economics > UK Economics Update — How much further can unemployment fall?Emerging Markets Economics > Emerging Markets Economics Chart Book — EMs can weather Fed lift-off – problems could come later
Emerging Europe Economics > Emerging Europe Economics Update — Hungary’s easing cycle nearing an endUS Economics > US Chart Book — Evidence mounts of a big second-quarter reboundEmerging Europe Economics > Emerging Europe Economics Update — Turkey keeps rates on hold, but hikes looking increasingly likelyIndia Economics > India Chart Book — Tentative signs of recoveryIndia Economics > India Markets Monitor — Rupee likely to weaken only graduallyUS Economics > US Economics Weekly — Rates to rise more rapidly than Fed's projections implyCanada Economics > Canada Data Response — Consumer Prices (May) & Retail Sales (Apr.)European Economics > European Economics Update — Capital controls likely, but they can’t prevent GrexitUK Economics > UK Economics Weekly — Grexit risks highlight need for MPC to nurture recoveryGlobal Markets > Developed Markets Valuation Monitor — Treasuries vulnerable to a reassessment of Fed policy
Global Markets > Global Markets Update — New forecasts for US TreasuriesJapan Economics > Japan Economics Weekly — Deflationary threat from cheaper oil far from overGlobal Economics > Global Economics Update — Reviewing the lessons from past devaluationsCommodities Overview > Commodities Update — Why commodity investors shouldn’t fear the FedGlobal Economics > Global Economics Update — Global financial conditions loose despite prospect of Fed hikesMiddle East & North Africa Economics > Middle East Chart Book — Foreign investment into Egypt showing signs of a revivalEmerging Asia Economics > Emerging Asia Economics Update — Rate cuts likely in Indonesia before year-endGlobal Markets > Global Markets Update — Fed tightening unlikely to trigger a re-run of 1994 EM crashEmerging Markets Economics > Emerging Markets Economics Update — Fed tightening and EMs: risks revisitedEuropean Economics > European Economics Update — Norges Bank signals a further rate cut this year