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Africa 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 hikeThis article appears in multiple services — Farewell forward guidance?US Economics > US Economics Update — 8 reasons why wage growth is poised to take offEmerging Europe Economics > Emerging Europe Economics Update — Ukraine's central bank walking on a tightrope
This article appears in multiple services — Unemployment still well above an "equilibrium" rateEmerging Markets Economics > Emerging Markets Economics Update — EM central banks loosen policy in spite of Fed taperingUS Economics > US Fed Watch — Fed to continue with QE taperCanada Economics > Canada Economics Update — Bank of Canada slightly more dovish than beforeThis article appears in multiple services — Labour Data, MPC Mins (Jan.) & Pub. Fin. (Dec.)Japan Economics > Japan Economics Update — BoJ still likely to ease more as dissenting voices increaseEmerging Asia Economics > Emerging Asia Economics Update — Thailand's political crisis still likely to trigger another rate cutEmerging Europe Economics > Emerging Europe Economics Update — Turkish central bank shoots itself in the footAfrica Economics > Africa Economics Update — Nigeria: CBN governor fires warning shot over fiscal looseningEmerging Markets Economics > Emerging Markets Economics Chart Book — EM recovery remains slow going
Global Economics > Global Economic Outlook — A brighter outlookLatin America Economics > Latin America Update — Chile: rate cuts to be less aggressive than the market expectsMiddle East & North Africa Economics > Middle East Economic Updates — Central Bank of Egypt holds fire, for nowJapan Economics > Bank of Japan Watch — Too soon to drop the inflation targetLatin America Economics > Latin America Update — Brazil central bank signals slower pace of tighteningCanada Economics > Bank of Canada Watch — Bank likely to stick with neutral policy stanceEuropean Economics > European Economic Outlook — Deflation dangers cast shadow over recoveryEmerging Asia Economics > Emerging Asia Economic Outlook — China to slow, but faster growth elsewhereAfrica Economics > Africa Economics Update — Kenyan rate hikes possible later this yearGlobal Economics > Global Economics Update — World economy still has plenty of spare capacity
US Economics > US Economics Focus — Fed will eventually have to hike rates more rapidlyUK Commercial Property > UK Commercial Property Update — Are our above-consensus rental forecasts too downbeat?UK Cities & Regions > UK Cities & Regions Update — An independent Scotland would honour its debts. Probably.European Economics > European Economics Weekly — Is QE finally on the way?Global Economics > Global Central Bank Watch — Rate hikes unlikely this year despite stronger growthUS Housing > US Housing Market Monthly — Sharp rise in housing startsLatin America Economics > Latin America Update — Rate cut still on the cards in Peru this yearEuropean Economics > European Economics Update — Draghi prepares the ground for more actionThis article appears in multiple services — MPC likely to adapt forward guidance soonEmerging Asia Economics > Emerging Asia Economics Update — Bank Indonesia on hold, no hikes on the horizon
China Economics > China Data Response — Consumer & Producer Prices (Dec.)Emerging Asia Economics > Emerging Asia Economics Update — Bank of Korea to keep rates on hold until 2015Japan Economics > Japan Economics Update — Undervaluation unlikely to prevent further yen weaknessUK Economics > UK Quarterly Review — The leader of the pack?European Economics > European Chart Book — Deflationary pressures still buildingEmerging Europe Economics > Emerging Europe Economics Update — Romania likely to cut rates furtherLatin America Economics > Latin America Update — Venezuela: Devaluation through the back doorThis article appears in multiple services — Falling unemployment unlikely to prompt rate hikeChina Economics > China Economics Update — Inflation Monitor (Jan.)Emerging Europe Economics > Emerging Europe Economics Update — Fall in the lira may trigger Turkish rate hike
Japan Economics > Japan Economics Weekly — Is the monetary arrow of Abenomics misdirected?This article appears in multiple services — Forward guidance set to evolveUK Economics > UK Economics Update — Monetary Indicators Monitor (Dec 13.)European Economics > European Economics Update — Euro-zone Monetary Indicators Monitor (Nov 13.)European Economics > ECB Watch — ECB has more work to do in 2014Emerging Asia Economics > Emerging Asia Economics Update — Sri Lanka cuts lending rate, further cuts unlikely in 2014US Economics > US Economics Weekly — Tapering was always going to be a damp squibJapan Economics > Japan Economics Update — Bank of Japan's caution underlines easing biasUS Economics > US Economics Update — Fed begins gradual QE taperUK Housing > UK Housing Market Focus — Will Mark Carney need to rein in the housing market?
Emerging Markets Economics > Emerging Markets Financial Risk Monitor — EMs to enter tapering on a sound footingThis article appears in multiple services — Labour Data (Oct./Nov.) & MPC Minutes (Dec.)Emerging Asia Economics > Emerging Asia Economics Update — India’s hiking cycle looks to be overEuropean Commercial Property > European Commercial Property Updates — Could Hungary's investment market be on the cusp of recovery?Emerging Europe Economics > Emerging Europe Economics Update — Central Europe to keep rates low, Turkey set to tightenEuropean Economics > European Economics Update — Swedish Riksbank likely to soften its stance furtherUS Economics > US Economics Weekly — Strong pace of sales growth also supports QE taperChina Economics > China Chart Book — Local government debt key challenge for 2014Emerging Europe Economics > Emerging Europe Economics Update — Russian rate cuts now look unlikelyLatin America Economics > Latin America Update — Interest rate cuts still likely in Chile and Peru in 2014
US Housing > US Housing Market Monthly — New home sales make up for earlier rate-related lossesEmerging Asia Economics > Emerging Asia Economics Update — Further tightening unlikely in IndonesiaEmerging Asia Economics > Emerging Asia Economics Update — Philippines set for prolonged hold to support reconstructionEmerging Asia Economics > Emerging Asia Economics Update — New Zealand still likely to wait until Q2 to hike ratesJapan Economics > Bank of Japan Watch — Sticking to the courseEmerging Asia Economics > Emerging Asia Economics Update — Bank of Korea in no hurry to raise ratesUS Economics > US Fed Watch — Odds just favour a QE taper this monthEuropean Economics > European Economics Update — ECB can’t count on Fed tapering to weaken the euroChina Economics > China Economics Update — People’s Bank edges forward with rate liberalisationEuropean Economics > European Economics Weekly — Is the ECB being complacent about deflation?
Canada Economics > Canada Economics Weekly — Weaker Canadian dollar no panacea for economic bluesEmerging Asia Economics > Emerging Asia Economics Update — Malaysia to raise rates sooner than expectedMiddle East & North Africa Economics > Middle East Economic Updates — Egypt: further rate cuts may come in 2014European Economics > European Economics Update — Pressure on the ECB to take further action set to growThis article appears in multiple services — MPC's inaction speaks louder than wordsLatin America Economics > Latin America Update — Brazil’s central bank dashes hopes that hiking cycle may be overEuropean Economics > European Economics Update — Norwegian interest rates on hold until at least mid-2015Canada Economics > Canada Economics Update — Bank of Canada shuffling closer to a rate cutEmerging Europe Economics > Emerging Europe Economics Update — Polish interest rate hikes unlikely until 2015Japan Economics > Japan Economics Update — Talk of imminent monetary easing seems premature
Emerging Asia Economics > Emerging Asia Economics Update — Australia’s central bank still likely to provide more supportUK Housing > UK Housing Market Update — Bank of England starts to take away the punch bowlThis article appears in multiple services — Rates on hold for a long time yetLatin America Economics > Latin America Update — Colombian interest rates to stay on hold for most of 2014US Economics > US Economics Weekly — Cutting the IOER rate would be too riskyChina Economics > China Markets Monitor — China’s equities rebound, bond yields surgeGlobal Economics > Global Central Bank Watch — Is inflation targeting dead?European Economics > ECB Watch — Time to talk about the euro?Latin America Economics > Latin America Update — Brazil: Selic to remain in double-digits for foreseeable futureEmerging Asia Economics > Emerging Asia Economics Update — Philippines economy in good shape before Typhoon Haiyan
Canada Economics > Bank of Canada Watch — Bank likely to pause before signalling policy easingAfrica Economics > Africa Economics Update — Ghana set to tighten monetary policy next yearEmerging Asia Economics > Emerging Asia Economics Update — Thailand’s rate cut may invite currency weaknessJapan Economics > Japan Economics Update — Bank of Japan likely to keep its inflation targetEmerging Europe Economics > Emerging Europe Economics Update — Further modest rate cuts in Hungary may be on the cardsCanada Economics > Canada Economics Weekly — OECD's call for higher interest rates misplacedUS Economics > US Economics Weekly — Fed looking to change the mix rather than stance of policyAfrica Economics > Africa Economics Update — The SARB’s hands are tiedJapan Economics > Japan Economics Update — Bank of Japan probably on hold until second half of 2014US Economics > US Economics Update — Fed minutes suggest December taper not out of the question
This article appears in multiple services — MPC minutes (Nov.)Latin America Economics > Latin America Update — Chile cuts rates again to revive flagging domestic demandAfrica Economics > Africa Economics Update — Fiscal concerns to prompt rate hikes in Nigeria next yearEmerging Europe Economics > Emerging Europe Economics Update — Turkey tightens modestly but more may be neededJapan Economics > Bank of Japan Watch — Board disagreements underline bias towards further easingUK Economics > UK Economics Weekly — Message from the MPC - ignore our guidance!Emerging Markets Economics > Emerging Markets Economics Update — Exchange rates to frame EM monetary policy in near termEmerging Asia Economics > Emerging Asia Economics Update — India pinning too-high hopes on boost from monsoonUS Economics > US Economics Update — Yellen plays the continuity cardGlobal Economics > Global Policy Watch — Reform of international monetary system: off the agenda?
Emerging Asia Economics > Emerging Asia Economics Update — Pakistan finally gets serious about inflationEmerging Asia Economics > Emerging Asia Economics Update — Rates to remain on prolonged hold in KoreaUS Economics > US Economics Focus — The rising costs of QEGlobal Economics > Global Economics Update — Fed still set to hike before the BoE, but neither in any hurryThis article appears in multiple services — Bank of England Inflation Report (Nov.)Emerging Asia Economics > Emerging Asia Economics Update — Indonesia hikes, but rate tightening cycle is probably overEuropean Economics > European Economics Update — ECB has more work to do to tackle the strong euroUS Economics > US Economics Weekly — Moving the goal posts could dent the Fed's credibilityEuropean Economics > European Economics Weekly — ECB rate cut to provide only a little boostThis article appears in multiple services — Inflation Report could raise rate expectations
Emerging Europe Economics > Emerging Europe Economics Update — Central Bank of Russia still happy to bide its timeLatin America Economics > Latin America Update — Peru follows Chile’s lead with surprise rate cutThis article appears in multiple services — Fall in gilt yields not a sign forward guidance is workingGlobal Economics > Global Economics Chart Book — Encouraging start to the fourth quarterEuropean Economics > European Economics Update — Rate cut welcome, but not a game-changerEmerging Europe Economics > Emerging Europe Economics Update — Czech Bank pulls the trigger on unconventional easingThis article appears in multiple services — MPC probably united ahead of Inflation ReportEmerging Asia Economics > Emerging Asia Economics Update — Rate hike in Malaysia likely in first half of 2014China Economics > China Watch — How big a problem is local government debt?European Economics > European Chart Book — ECB likely to soften stance but refrain from action
Emerging Europe Economics > Emerging Europe Economics Update — Polish National Bank extends “forward guidance”Emerging Asia Economics > Emerging Asia Economics Update — No rebound in Indonesia’s growth likely soonThis article appears in multiple services — Recovery strengthens and broadensEmerging Europe Economics > Emerging Europe Economics Update — NBR Governor signals further easing to come in RomaniaAfrica Economics > Africa Economics Update — Kenyan rate hikes possible next yearEmerging Asia Economics > Emerging Asia Economics Update — Australia’s central bank still likely to cut again next yearThis article appears in multiple services — No change in policy ahead of Inflation ReportMiddle East & North Africa Economics > Middle East Economic Updates — Rising inflation behind decision to keep Egypt rates on holdEuropean Economics > ECB Watch — A softer stanceLatin America Economics > Latin America Update — Low inflation to delay Colombian interest rate hikes