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This article appears in multiple services — Carney faces balancing act with Inflation ReportLatin America Economics > Latin America Data Response — Brazil & Chile Consumer Prices (Jan.)Emerging Europe Economics > Emerging Europe Economics Update — Turkey caught in currency crosswindsEmerging Asia Economics > Emerging Asia Economics Weekly — Will more of Asia's central banks join the loosening cycle?Emerging Europe Economics > Emerging Europe Economics Update — Oil prices to determine interest rate moves in RussiaEuropean Economics > European Chart Book — Modest recovery continues despite Greek crisisUK Economics > UK Economics Update — MPC stays focused on deflation risksEmerging Europe Economics > Emerging Europe Economics Update — Polish interest rate cut coming in MarchThis article appears in multiple services — Could QE come back on the agenda?Emerging Markets Economics > Emerging Markets Economics Update — Risks skewed towards unexpected rate cuts – for now…
China Economics > China Economics Update — PBOC signals continued policy supportUK Economics > UK Economics Chart Book — Economy starts 2015 on a surer footingJapan Economics > Japan Economics Update — BoJ still likely to ease again soonUK Economics > UK Economics Focus — Fiscal and monetary policy after the electionIndia Economics > India Economics Update — RBI’s rate pause likely to prove short-livedEmerging Asia Economics > Emerging Asia Economics Update — Rate cut in Australia won't be the lastLatin America Economics > Latin America Update — More budget cuts likely in MexicoLatin America Economics > Latin America Update — Colombia: interest rate cuts still on the cardsEmerging Europe Economics > Emerging Europe Economics Update — Russia’s surprise rate cut a response to political pressuresJapan Economics > Japan Economics Weekly — BoJ pinning hopes on strong Shunto wage deal
Latin America Economics > Latin America Update — Banxico on hold but rate cuts still not out of the questionEmerging Asia Economics > Emerging Asia Data Response — Taiwan GDP (Q4)This article appears in multiple services — MPC to tread cautiously as deflation approachesAfrica Economics > Africa Economics Update — Kganyago lengthens ‘pause’, no rate hikes until 2016US Economics > US Employment Report Preview — A strong employment gain should trigger wages reboundEmerging Asia Economics > Emerging Asia Chart Book — Interest rate cuts to be exception rather than ruleGlobal Economics > Global Economics Update — More to cheer than fear from “currency wars”Middle East & North Africa Economics > Middle East Markets Monitor — Egyptian equities hit seven-year high, pound fallsEmerging Asia Economics > Emerging Asia Economics Update — New Zealand's central bank takes a more neutral stanceGlobal Economics > Global Monetary Indicators Monitor — Rate cuts and ECB QE to keep conditions loose
Emerging Asia Economics > Emerging Asia Economics Update — Malaysia’s rate pause to continue through 2015Japan Economics > Japan Economics Update — Government eases pressure on BoJ to expand stimulusEmerging Asia Economics > Emerging Asia Economics Update — Falling inflation not enough to trigger Thai rate cutEmerging Asia Economics > Emerging Asia Economics Update — Singapore moves early to counter deflation concernsCanada Economics > Canada Economics Update — Canadian dollar likely to tumble furtherLatin America Economics > Latin America Chart Book — Brazil’s inflation outlook diverges from the packEmerging Europe Economics > Emerging Europe Economics Update — Hungarian MPC hints that case for rate cuts is buildingIndia Economics > RBI Watch — Will Governor Rajan follow up on early rate cut?China Economics > China Chart Book — Renminbi strength puts exporters under pressureUK Economics > UK Quarterly Review — Will the recovery fizzle out in 2015?
Middle East & North Africa Economics > Middle East Chart Book — Egypt’s economy comes back into the spotlightEmerging Asia Economics > Emerging Asia Economics Update — Pakistan's rate cut likely to be the last for some timeCanada Economics > Canada Economics Weekly — Further rate cuts possible, but won't help economy muchUK Consumer > UK Consumer Monthly — Recovery set to strengthen in 2015European Economics > European Economics Weekly — Two cheers for the ECBThis article appears in multiple services — Euro-zone QE largely positive for UKUS Economics > US Economics Weekly — Fed's patient approach at odds with incoming dataLatin America Economics > Latin America Focus — Banxico can cut interest rates even as the Fed begins to hikeMiddle East & North Africa Economics > Middle East Economic Updates — The implications of King Abdullah’s passingChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Jan.)
Emerging Asia Economics > Emerging Asia Data Response — Korea GDP (Q4 Preliminary)European Economics > European Economics Update — QE meets expectations, but won’t work miraclesGlobal Economics > Global Economics Update — Which central banks will resist the policy-loosening trend?Commodities Overview > Commodities Update — What does QE in the euro-zone mean for commodities?Emerging Markets Economics > Emerging Markets Economics Update — ECB QE and what it means for emerging marketsUS Economics > US Chart Book — Consumer confidence soaringIndia Economics > India Chart Book — Further rate cuts are on the wayLatin America Economics > Latin America Update — Brazil’s central bank suggests more hikes to comeCanada Economics > Canada Economics Update — Bank of Canada shocks markets with rate cutEuropean Economics > European Economics Update — Danish central bank needs to do more to defend euro peg
US Economics > US Fed Watch — Patient Fed now unlikely to raise rates until mid-yearGlobal Economics > Global Economic Outlook — Oiling the wheelsThis article appears in multiple services — MPC Minutes (Jan.) & Labour market (Nov./Dec.)European Economics > European Economics Update — Plan for NCBs to conduct QE will further limit its effectsJapan Economics > Japan Economics Update — BoJ’s optimism reduces chances of near-term easingEmerging Asia Economics > Emerging Asia Economics Update — New Zealand rate hikes looking more and more distantEuropean Economics > European Economic Outlook — Crisis 2.0?China Economics > China Economics Update — How durable is the Hong Kong peg?Africa Economics > Africa Economics Update — Nigeria’s rates on hold ahead of general electionEmerging Europe Economics > Emerging Europe Economics Update — Turkish MPC cuts rates, but monetary conditions to stay tight
Latin America Economics > Latin America Update — Where do we stand relative to the consensus?Middle East & North Africa Economics > Middle East Economic Updates — Egyptian pound to fall further as central bank loosens its gripChina Economics > China Economics Update — How much does today’s slide in Shanghai matter?China Economics > China Economics Update — No end in sight to build-up in China's credit risksEuropean Economics > European Economics Weekly — SNB move is a heavy blow for the Swiss economyThis article appears in multiple services — Deflation should be briefer in the UK than overseasLatin America Economics > Latin America Update — Surprise rate cut in Peru, further reductions to comeMiddle East & North Africa Economics > Middle East Economic Updates — Egypt’s central bank becomes latest to cut interest ratesEuropean Economics > ECB Watch — QE may disappoint high expectationsUK Markets > UK Markets Chart Book — Gilt yields hit new lows on growth, not deflation, concerns
European Economics > European Economics Update — Sustained franc strength will hit Swiss economy hardGlobal Economics > Global Central Bank Watch — How will deflation affect the outlook for monetary policy?India Economics > India Economics Update — More loosening to follow RBI’s early rate cutEmerging Asia Economics > Emerging Asia Economics Update — Korea's policy rate hold to continueChina 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 growth
Africa 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 largeEuropean 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 growth
China 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 sustained
This 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 watchJapan 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 crisisUS 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 targetEmerging 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 2015