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China Economics > China Data Response — Lending, credit (Dec.) & FX reserves (Q4)Canada Economics > Bank of Canada Watch — Oil price slump unlikely changes neutral rate outlookLatin America Economics > Latin America Watch — Dilma’s second term agenda takes shapeJapan Economics > Bank of Japan Watch — Lower inflation expectations to require policy responseEmerging Europe Economics > Emerging Europe Economics Update — Polish interest rate cuts on the horizonEmerging Asia Economics > Emerging Asia Economic Outlook — Lower oil prices to support growthAfrica Economics > Africa Data Response — Ghana GDP (Q3) & Kenya Interest RateUS Economics > US Economics Update — What would keep the Fed on hold?Emerging Europe Economics > Emerging Europe Economics Update — Pressure building for divided Polish MPC to cut ratesEmerging Europe Economics > Emerging Europe Economics Update — Russia: market tensions ease, but recession looms large
European Economics > European Economics Weekly — ECB to focus on deflation, not politicsUS Economics > US Data Response — Employment Report (Dec.)Emerging Markets Economics > Emerging Markets Economic Outlook — The Good, the Bad and the Ugly: EMs in an era of low oil pricesEmerging Europe Economics > Emerging Europe Watch — CEE now better placed to weather a Greek exit from the euro-zoneEuropean Economics > European Chart Book — Deflation will last longer this timeGlobal Economics > Global Economics Chart Book — Cheap oil to slash inflation and bolster growthChina Economics > China Watch — Shining a light on “stealth” stimulusLatin America Economics > Latin America Data Response — Mexico Consumer Prices (Dec.)This article appears in multiple services — Oil price plunge won’t distract MPC from underlying pictureMiddle East & North Africa Economics > Middle East Data Response — Egypt Consumer Prices (Dec.)
Emerging Europe Economics > Emerging Europe Economics Update — Romanian MPC hints at rate cuts, but spooked by GreeceIndia Economics > India Watch — Cause for optimism in 2015US Economics > US Economics Update — Temporary deflation won’t prevent rate hikesThis article appears in multiple services — Oil price decline to bolster recovery in 2015Emerging Europe Economics > Emerging Europe Economics Update — Three political risks to watch out for in 2015European Economics > European Economics Update — Euro weakness set to be sustainedThis article appears in multiple services — 2015 rate rise still likely despite oil price plungeEuropean Economics > European Economics Update — Grexit dangers darken euro-zone outlookEmerging Asia Economics > Emerging Asia Chart Book — Sri Lanka faces tight election contestUS Economics > US Data Response — GDP (Q3), Durable Goods/Consumption (Nov.)
Global Economics > Global Economics Update — A selection of key calls for 2015 and beyondGlobal Economics > Global Monetary Indicators Monitor — Policy to diverge further in 2015Latin America Economics > Latin America Chart Book — Lat Am markets suffer end-year jittersEmerging Europe Economics > Emerging Europe Chart Book — Russia spirals into crisisCanada Economics > Canada Economics Weekly — Can the Bank of Canada fight the US Fed?Global Economics > Global Policy Watch — What role for exchange rate ceilings?Global Markets > Global Markets Focus — How will the outlook for monetary policy affect the markets?US Economics > US Economics Weekly — What we got right and wrong in 2014Emerging Asia Economics > Emerging Asia Economics Weekly — What to expect in Asia in 2015Emerging Europe Economics > Emerging Europe Economics Update — The Russia crisis: one chart to watch
Japan Economics > Japan Economics Update — Lower energy prices to require more easingChina Economics > China Chart Book — Rate surge puts PBOC in a bindJapan Economics > Japan Economics Weekly — What should we expect in 2015?India Economics > India Chart Book — Reasons for optimism as 2014 endsUS Economics > US Chart Book — An unambiguous strengthening in activityJapan Economics > Japan Economics Update — Monetary Indicators Monitor (Nov.)Emerging Asia Economics > Emerging Asia Data Response — New Zealand GDP (Q3)US Economics > US Economics Update — Fed's plans for a mid-2015 lift-off may need to be acceleratedCanada Economics > Canada Economic Outlook — Downside risks multiplyingEmerging Europe Economics > Emerging Europe Economics Update — Central Bank of Russia takes steps to limit fallout from ruble crisis
US Economics > US Data Response — Consumer Prices (Nov.) & Current Account (Q3)India Economics > India Economics Update — RBI unlikely to panic over rupee sell-offAfrica Economics > Africa Chart Book — Naira and rand in the firing lineThis article appears in multiple services — MPC Minutes (Dec.) & Labour Data (Oct./Nov.)Emerging Asia Economics > Emerging Asia Economics Update — Thai rates to stay low to support growthEuropean Economics > European Economics Update — What will ECB QE do to the euro?Emerging Europe Economics > Emerging Europe Economics Update — What next for Russia?European Economics > European Economics Update — Sweden gearing up for unconventional monetary policyIndia Economics > India Markets Monitor — Markets raise expectations of rate cutsJapan Economics > Bank of Japan Watch — Falling energy prices jeopardise inflation target
Emerging Asia Economics > Emerging Asia Economics Weekly — How did our 2014 forecasts stack up?US Economics > US Economic Outlook — Fed can't delay for much longerUS Economics > US Data Response — Ind. Production (Nov.) & Empire State (Dec.)Emerging Europe Economics > Emerging Europe Economics Update — Will the ruble’s collapse trigger capital controls in Russia?This article appears in multiple services — Stress tests unlikely to prevent lending revival in 2015European Economics > European Economics Weekly — Greek crisis and falling oil price strengthen case for QEEmerging Markets Economics > Emerging Markets Economics Focus — Ten key questions for EMs in 2015Canada Economics > Canada Chart Book — Lower oil prices will hold back economyLatin America Economics > Latin America Update — Interest rates in Chile and Peru to fall further in 2015Africa Economics > Africa Outlook — Slowest regional growth since the late 1990s
Middle East & North Africa Economics > Middle East Chart Book — Gulf economies take plunge in oil prices in their strideThis article appears in multiple services — MPC reforms unlikely to enhance effectiveness of policyEmerging Europe Economics > Emerging Europe Economics Update — CBR delivers another large rate hike – more to comeEuropean Economics > European Economics Update — SNB will need to act against the franc very soonEmerging Asia Economics > Emerging Asia Economics Update — Korean interest rates to remain on hold until late 2015Emerging Asia Economics > Emerging Asia Economics Update — New Zealand set for prolonged rate pauseEuropean Economics > European Economics Update — What will be the fall-out from the latest Greek crisis?US Economics > US Fed Watch — Fed to drop “considerable time” languageAfrica Economics > Africa Data Response — South Africa Consumer Prices (Nov.)US Economics > US Economics Update — Fed should watch the NFIB not JOLTs
US Housing > US Housing Market Monthly — Any rebound in house price inflation will be temporaryEmerging Europe Economics > Emerging Europe Watch — How likely is a Ukrainian default?European Commercial Property > Non-euro European Commercial Property Analyst — Prime yields to fall for another three yearsEuropean Economics > European Economics Weekly — ECB must deliver on QE to push euro lowerUK Housing > UK Housing Market Focus — Are homeowners more sensitive to rising rates than in the past?US Economics > US Data Response — Employment Report (Nov.)Latin America Economics > Latin America Data Response — Brazil Consumer Prices (Nov.)Japan Economics > Japan Economics Weekly — Lower energy prices likely to rattle policymakersEmerging Markets Economics > Emerging Markets Economics Update — Will Fed hikes trigger another leg down for EM currencies?Global Economics > Global Economics Chart Book — Slump in oil price to support global growth in 2015
European Economics > European Economics Update — QE is coming, but it won’t revive the euro-zoneLatin America Economics > Latin America Watch — Falling oil prices open the door to rate cuts in MexicoEmerging Europe Economics > Emerging Europe Data Response — Russia Consumer Price Inflation (November)This article appears in multiple services — Wage growth remains pivotal to timing of MPC rate riseLatin America Economics > Latin America Update — Brazil: 50bp hike does not mark start of aggressive tighteningChina Economics > China Watch — What to expect in 2015Canada Economics > Canada Economics Update — Bank of Canada still neutral on rate outlookUK Economics > UK Economics Focus — Autumn Statement 2014: Staying the courseEmerging Europe Economics > Emerging Europe Economics Update — Polish MPC swayed by improving growth outlookEuropean Economics > European Chart Book — Lower oil prices to tip euro-zone into deflation
European Economics > European Economics Focus — Can QE revive the euro-zone?Africa Economics > Africa Watch — What low oil prices mean for sub-Saharan AfricaEuropean Economics > European Economics Update — Will lower oil prices do the ECB’s job for it?India Economics > India Economics Update — RBI holds fire, but paves the way for imminent rate cutsEmerging Asia Economics > Emerging Asia Economics Update — Australia's first rate hike still a long way offEuropean Economics > European Economics Update — How will other European central banks react to ECB QE?Commodities Overview > Commodities Update — Price of cocoa to fall further as the market remains well-suppliedGlobal Economics > Global Central Bank Watch — ECB, BoJ and People’s Bank to loosen policy furtherUS Housing > US Housing Market Focus — Will higher interest rates choke off the housing recovery?This article appears in multiple services — Monetary Indicators Monitor (Nov.)
Emerging Europe Economics > Emerging Europe Economics Update — What to make of the ruble’s latest tumbleEmerging Asia Economics > Emerging Asia Data Response — Indonesia CPI (Nov.)Latin America Economics > Latin America Update — Colombia: will the next move in interest rates be down?Emerging Asia Economics > Emerging Asia Markets Monitor — Limited impact from Chinese rate cutGlobal Economics > Global Monetary Indicators Monitor — ECB to join Bank of Japan in full-blown QEGlobal Markets > Global Markets Update — What if the Swiss vote to “save our gold”?European Economics > European Economics Weekly — Has the euro fallen far enough?Emerging Asia Economics > Emerging Asia Economics Weekly — Where could we see an upside surprise next year?Africa Economics > Africa Chart Book — Nigeria forced to hike rates, while SA & Kenya hold fireThis article appears in multiple services — Real pay rises not big enough yet for rate hike
Emerging Asia Economics > Emerging Asia Economics Focus — How useful are Asia’s manufacturing PMIs?Latin America Economics > Latin America Update — Two cheers for Brazil’s new economic teamChina Economics > China Chart Book — PBOC may be resuming FX interventionEuropean Economics > ECB Watch — QE’s coming, probably in JanuaryMiddle East & North Africa Economics > Middle East Economic Updates — Egyptian rates on hold amid high inflationUK Economics > UK Economics Focus — Autumn Statement 2014 PreviewEuropean Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Oct.)Canada Economics > Bank of Canada Watch — Higher core inflation doesn't change rate outlookEmerging Markets Economics > Emerging Markets Economics Update — Where could the next EM rate surprise come?US Economics > US Employment Report Preview — Upside risk of a very strong gain in non-farm payrolls
India Economics > RBI Watch — Will the rupee prevent policy loosening?China Economics > China Economics Focus — What impact will the rate cut have, and what happens next?Africa Economics > Africa Economics Update — Further monetary tightening probably needed in NigeriaEmerging Europe Economics > Emerging Europe Economics Update — Monetary policy in Hungary to stay looseEmerging Asia Economics > Emerging Asia Data Response — Singapore GDP (Q3 Revised)Emerging Markets Economics > Emerging Markets Economics Update — EM policymakers unlikely to follow China’s leadEmerging Markets Economics > Emerging Markets Economics Update — EM monetary policy takes divergent pathsCommodities Overview > Commodities Update — Plenty of upside for gold despite likely Fed tighteningAfrica Economics > Africa Economics Update — Nigerian naira weakness likely to prompt rate hike tomorrowCanada Economics > Canada Economics Weekly — Financial conditions index overstates prospects for GDP growth
China Economics > China Economics Update — China switches tack with rate cut boost for larger firmsThis article appears in multiple services — Could good deflation turn bad?European Economics > European Economics Weekly — ECB divisions point to half-hearted QEJapan Economics > Japan Economics Weekly — Has Abenomics failed?Africa Economics > Africa Economics Update — South Africa holds rates, but signals tightening on the wayEmerging Europe Economics > Emerging Europe Economics Update — Turkish MPC reiterates concerns about inflationUS Economics > US Economics Focus — Fed's new monetary tools should ensure a smooth rate lift-offUK Markets > UK Markets Chart Book — MPC may not wait as long as markets expectThis article appears in multiple services — MPC Minutes (Nov.)Africa Economics > Africa Data Response — South Africa Consumer Prices (Oct.)