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Energy > Energy Update — European gas prices heading back downMiddle East & North Africa Economics > Middle East Economic Updates — Saudi Arabia simply taking a long-term view of the oil marketCommodities Overview > Commodities Weekly Wrap — Middle East tensions boost oil pricesLatin America Economics > Latin America Chart Book — Currency sell-off puts paid to further policy looseningEnergy > Energy Update — Fallout from YemenMiddle East & North Africa Economics > Middle East Economic Updates — First thoughts on the escalating conflict in YemenEnergy > Energy Watch — A year of two halvesAfrica Economics > Africa Chart Book — Nigerian politics take centre stageEnergy > Energy Data Response — US Weekly Petroleum Status ReportMiddle East & North Africa Economics > Middle East Chart Book — Saudi Arabia refuses to budge
US Economics > US Economics Update — Are lower oil prices a net negative for the US after all?Commodities Overview > Commodities Weekly Wrap — Dovish Fed cheers commodity marketsEmerging Europe Economics > Emerging Europe Economics Update — A looming fall in gas exports adds to concerns in RussiaCommodities Overview > Commodities Markets Chart Book — Stronger dollar dominatesEnergy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > Energy Update — New lows for US oil price unlikely to be sustainedEnergy > OPEC Watch — OPEC production fall only temporaryCommodities Overview > Commodities Weekly Wrap — Commodity prices wilt in face of surging dollarUK Markets > UK Markets Chart Book — Strong pound masks emerging election concernsEnergy > Energy Chart Book — Energy prices fall back on high stocks and milder weather
European Economics > European Data Response — Euro-zone Industrial Production (Jan.)Agricultural Commodities > Agricultural Commodities Focus — How do oil prices, diets and climate change affect food prices?Energy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > Energy Update — How do lower rig counts affect oil production?Commodities Overview > Commodities Weekly Wrap — Payrolls data are not all bad newsUS Economics > US Economics Weekly — Why haven’t households spent their gasoline windfall?Africa Economics > Africa Economics Update — Next CBK Governor to face less pressure to start tightening cycleEnergy > Energy Update — China takes another step away from coal powerMiddle East & North Africa Economics > Middle East Economic Updates — Gulf public investment projects to take the hit from low oil pricesEnergy > Energy Data Response — US Weekly Petroleum Status Report
Energy > Energy Update — What impact would an Iran-US nuclear deal have on oil prices?Commodities Overview > Commodities Economics Chart Book — Commodities on the way upGlobal Economics > Global Monetary Indicators Monitor — Global easing cycle not over yetEnergy > Energy Update — Europe able to weather any disruption in Russian gas suppliesEmerging Markets Economics > Emerging Markets Inflation Monitor — Falling energy prices push many EMs into deflationLatin America Economics > Latin America Markets Monitor — Brazilian real hits weakest level in a decadeEnergy > Energy Update — Is OPEC likely to call an extraordinary meeting?Middle East & North Africa Economics > Middle East Chart Book — Inflation pressures easing across the MENA regionEnergy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > Energy Watch — Will US energy exports be a game-changer for global markets?
Emerging Asia Economics > Emerging Asia Chart Book — Time to worry about deflation?Africa Economics > Africa Markets Monitor — Election worries hit NigeriaEmerging Europe Economics > Emerging Europe Markets Monitor — Markets brush off concerns over GreeceLatin America Economics > Latin America Update — Colombia: case for interest rate cuts buildingCommodities Overview > Commodities Weekly Wrap — “Grexit” could boost gold now, other commodities laterLatin America Economics > Latin America Data Response — Mexico GDP (Q4)US Economics > US Economics Weekly — Dip into deflation will be briefEnergy > Energy Data Response — US Weekly Petroleum Status ReportMiddle East & North Africa Economics > Middle East Watch — Lower oil prices start to weigh on FX reserves in the GulfLatin America Economics > Latin America Update — Counting the cost of the Petrobras scandal
Global Economics > Global Economics Update — How are lower oil prices affecting inflation?Latin America Economics > Latin America Focus — Venezuela’s currency crisis: a primerGlobal Economics > Global Economics Update — Are consumers spending their oil windfall?Commodities Overview > Commodities Weekly Wrap — Recovery in oil prices may falter soonEnergy > Energy Update — Oil prices likely to continue to rise, but slowlyUS Economics > US Economics Weekly — Oil price slump bad news for Texas and North DakotaIndia Economics > India Data Response — Trade (Jan.)Latin America Economics > Latin America Watch — Brazil edging towards an energy crisisEnergy > Energy Chart Book — Prospects of supply cuts boost oil and coal pricesMiddle East & North Africa Economics > Middle East Economic Outlook — Gulf set for weaker growth, North Africa to outperform
Emerging Markets Economics > Emerging Markets Trade Monitor — Split in EM export performance is wideningEnergy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > OPEC Watch — Oil glut likely to continue in the first half of 2015Africa Economics > Africa Data Response — South Africa Manufacturing Production (Dec.)Commodities Overview > Commodities Analyst — 2015 to be a year of recovering pricesEuropean Economics > European Economics Focus — Is deflation here to stay this time?Commodities Overview > Commodities Weekly Wrap — A sustained rally in oil prices?Agricultural Commodities > Agricultural Commodities Markets Monitor — Positive sentiment towards agriculturals fadesEmerging Europe Economics > Emerging Europe Economics Update — Oil prices to determine interest rate moves in RussiaUS Economics > US Data Response — International Trade (Dec.)
Global Economics > Global Economics Chart Book — Global growth rate set to recoverUK Economics > UK Economics Update — Oil price rebound does not eliminate chance of deflationEnergy > Energy Data Response — US Weekly Petroleum Status ReportIndustrial Metals > Industrial Metals Chart Book — Metals prove resistantGlobal Economics > Global Economics Update — Partial recovery in oil prices ideal for world economyEuropean Commercial Property > European Commercial Property Updates — Could Norwegian property go from hero to zero in 2015?Commodities Overview > Commodities Economics Chart Book — Precious metals prove their worthLatin America Economics > Latin America Update — More budget cuts likely in MexicoThis article appears in multiple services — Downsides of lower oil prices are overstatedUS Economics > US Economics Weekly — Big number of small winners > small number of big losers
Global Markets > Capital Markets Analyst — Are very low bond yields here to stay?Global Economics > Global Fiscal Watch — How hard will lower prices hit oil producers’ budgets?Emerging Asia Economics > Emerging Asia Economics Weekly — Reasons to be optimistic about Korea’s economy in 2015UK Consumer > UK Consumer Data Response — GfK/NOP Consumer Confidence (Jan.)Emerging Asia Economics > Emerging Asia Chart Book — Interest rate cuts to be exception rather than ruleEnergy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > Energy Focus — Are lower crude oil prices here to stay?Japan Economics > Japan Economics Update — Government eases pressure on BoJ to expand stimulusEmerging Markets Economics > Emerging Markets Economics Focus — What do lower oil prices mean for the emerging world?Energy > Energy Update — Rise in US oil stocks supports spot prices
UK Economics > UK Quarterly Review — Will the recovery fizzle out in 2015?Commodities Overview > Commodities Weekly Wrap — Oil prices finding a floor as precious metals reboundGlobal Economics > Global Trade Monitor — Plunge in oil prices to transform global trade balancesUK Consumer > UK Consumer Monthly — Recovery set to strengthen in 2015Emerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q1 2015)Japan Economics > Japan Economics Weekly — Limited demand boost from cheaper oilAfrica Economics > Africa Chart Book — Lower oil prices to delay rate hikes, but not in NigeriaEnergy > Energy Data Response — US Weekly Petroleum Status ReportLatin America Economics > Latin America Markets Monitor — Falling commodity prices weigh on marketsEnergy > Energy Update — Fall in US oil rigs should lead to a fall in output, just not yet
Middle East & North Africa Economics > Middle East Economic Updates — Saudi economy won’t collapse but growth will soften in 2015-16India Economics > India Markets Monitor — Markets buoyed by RBI’s early rate cutUS Economics > US Economics Weekly — How hard will the oil price slump hit mining investment?This article appears in multiple services — Deflation should be briefer in the UK than overseasEmerging Asia Economics > Emerging Asia Economics Weekly — Will falling oil prices push Emerging Asia into deflation?European Commercial Property > European Commercial Property Updates — Lower oil prices unlikely to drive French retail recovery in 2015Africa Economics > Africa Economics Update — Decline in oil prices not a disaster for Nigeria’s public financesJapan Economics > Bank of Japan Watch — Lower inflation expectations to require policy responseEmerging Asia Economics > Emerging Asia Economic Outlook — Lower oil prices to support growthAfrica Economics > Africa Data Response — Ghana GDP (Q3) & Kenya Interest Rate
Middle East & North Africa Economics > Middle East Economic Updates — Saudi economy ended last year on a weaker noteEmerging Europe Economics > Emerging Europe Economics Update — Drop in oil prices means deflation for most in 2015Global Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?Latin America Economics > Latin America Update — Colombia: weakest growth since 2009 to trigger rate cutsMiddle East & North Africa Economics > Middle East Watch — How the fall in oil prices will benefit North AfricaEmerging Europe Economics > Emerging Europe Data Response — Turkey Current Account (Nov.)US Housing > US Housing Market Update — How will lower oil prices affect housing?European Economics > European Economics Update — Lower oil price and euro not all good for peripheryEuropean Economics > European Economics Weekly — ECB to focus on deflation, not politicsThis article appears in multiple services — Will the UK experience deflation too?
US Economics > US Economics Weekly — Market moves provide a further fillip to growthEmerging Markets Economics > Emerging Markets Economic Outlook — The Good, the Bad and the Ugly: EMs in an era of low oil pricesGlobal Markets > Developed Markets Chart Book — Low oil price drives up US high-yield corporate spreadsUS Economics > US Economics Focus — Deflation: Can "it" happen here after all?Global Economics > Global Economics Chart Book — Cheap oil to slash inflation and bolster growthThis article appears in multiple services — Oil price plunge won’t distract MPC from underlying pictureEuropean Economics > European Data Response — Euro-zone EC Survey (Dec.) & EZ Retail Sales (Nov.)Emerging Europe Economics > Emerging Europe Data Response — Economic Sentiment Indicators (Dec.)This article appears in multiple services — A bleak future for South Africa’s metals mining sectorLatin America Economics > Latin America Update — Fall in oil prices leaves Ecuador facing sharp slowdown
US Economics > US Data Response — International Trade (Nov.)US Economics > US Economics Update — Temporary deflation won’t prevent rate hikesThis article appears in multiple services — Oil price decline to bolster recovery in 2015Commodities Overview > Commodities Update — What to make of the latest slump in oil pricesMiddle East & North Africa Economics > Middle East Data Response — Whole Economy PMIs (Dec.)Latin America Economics > Latin America Focus — Eight questions for 2015Commodities Overview > Commodities Economics Chart Book — December brings little cheer for producersJapan Economics > Japan Economics Update — Demographic headwinds are picking upGlobal Economics > Global Economics Update — Fall in oil prices will radically alter global imbalancesGlobal Markets > Emerging Markets Valuation Monitor — Oil price collapse lowers Russian ruble’s fair value
Global Economics > Global Economics Update — A selection of key calls for 2015 and beyondGlobal Markets > Emerging Markets Capital Flows Monitor — Oil price slide prompts withdrawal from emerging marketsLatin America Economics > Latin America Chart Book — Lat Am markets suffer end-year jittersCommodities Overview > Commodities Update — Who is most exposed to the debts of oil majors?Energy > Energy Watch — How much will lower oil prices drag on other fuel costs?Emerging Markets Economics > Emerging Markets Inflation Monitor — Oil price falls won’t let high inflation EMs off the hookEmerging Markets Economics > Emerging Markets Economics Update — How will sustained low oil prices affect EM currencies?US Economics > US Chart Book — An unambiguous strengthening in activityLatin America Economics > Latin America Focus — The impact of the US shale oil boom on Lat AmCommodities Overview > Commodities Update — What should lower oil prices mean for other commodities?