Europe

Slovakia: Fiscal Policy

Center-Right Party Forms New Slovak Government: Will Fiscal Prudence Be Restored?

Central Europe : Eurozone : Slovakia : Europe : Macro View : Fiscal Policy :

Russia: The Ruble

Capital Controls for Russia?

From Home Bias to Dollar Seeking? The Role of the Euro and Dollar in Russia

Russia : Russia, CIS and the Caucasus : Europe : Macro View : Markets : Currencies : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Greece: Economic Profile

Greece's Shadow Economy

Greece Is the Only European Country Still Into the Recession

Eurozone : Greece : Europe : Macro View : Growth Outlook and Business Cycle :

Russia: Economic Profile

Russia Macro View: Strong H1 Growth, Deceleration Thereafter?

Is the Strength of Russian Manufacturing Sustainable?

Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Macro View : Growth Outlook and Business Cycle :

Banking Crisis Resolutions

Solutions for the U.S. Banking System: Nationalization, 'Good/Bad Bank' or Guarantees?

Advanced Economies : Europe : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Russia: Fiscal Policy

Russia in an Era of Fiscal Deficits

Will Russia's Privatization Plan Really Open Up Access to New Investors?

Russia : Russia, CIS and the Caucasus : Europe : Macro View : Fiscal Policy :

Kyrgyzstan: Economic Profile

How is Kyrgyzstan's Economy Performing?

Kyrgyzstan Approves New Constitution Paving Way for Parliamentary Elections

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Europe : Macro View : Growth Outlook and Business Cycle :

International Monetary Fund (IMF)

China's Role in International Financial Institutions

Greek Adjustment Program Review: European Commission Recommends Release of Second Tranche

Asia/Pacific : Emerging Markets : Europe : Latin America : North America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions :

IMF's Role in Central and Eastern Europe

Hungary's Latest Mis-Step: Contradictory Statements on Reopening Talks With the IMF

Romania’s IMF Loan Program: Conditions Met for Next Loan Tranche, But Challenges Remain

Baltics : Central Europe : Croatia : Czech Republic : Eurozone : Hungary : Poland : Romania : Serbia : South East Europe : Europe : Macro View : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :

Currency Pegs in the Baltic States

Baltic Banking Systems: Difficult Times Ahead

Latvia: Will Upcoming Election Derail IMF Loan Program?

Baltics : Eurozone : Sweden : Europe : Frontier Markets : Macro View : Markets : Currencies :

Turkey: External Accounts

Turkey's Current Account Deficit: Widening Continues in June 2010

Turkish Exports: Sluggish Recovery Expected in 2010

Turkey : Emerging Markets : Europe : Macro View : Current Account : External Balance : International Trade and Globalization :

Global Growth

How Much is Global Manufacturing Cooling?

How Strong Will Global Growth Be in 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : North America : Macro View : Markets : Growth Outlook and Business Cycle : Sectors and Industries :

Central and Eastern Europe: Economic Outlook

Central Europe Hit by Massive Floods: Economic Impact?

Central Europe Manufacturing: Strong PMI Performance Continues

Baltics : Bulgaria : Central Europe : Croatia : Czech Republic : Eurozone : Hungary : Poland : Romania : Serbia : Slovakia : South East Europe : Emerging Markets : Europe : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles :

Kazakhstan: Economic Profile

Kazakhstan: Strong Growth in 2010?

Kazakhstan Seeks Higher Share of Oil Windfall

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Europe : Macro View : Growth Outlook and Business Cycle :

Iceland: Economic Profile

Iceland: Central Bank Continues Rate Cuts in August

EU Opens Membership Talks with Iceland

Iceland : Nordics : Europe : Geostrategic and Long Term Issues : Macro View : Foreign Policy and Geostrategic Risks : Growth Outlook and Business Cycle :

Denmark: Economic Profile

Danish Fiscal Policy: Tightening Ahead

Danish Monetary Policy: Rate Cuts Over for Now?

Denmark : Nordics : Europe : Macro View : Growth Outlook and Business Cycle :

Finland: Economic Profile

Finland: Better Economic Outlook for H2 2010?

Finland to Tighten Fiscal Policy in 2011

Finland : Nordics : Europe : Macro View : Growth Outlook and Business Cycle :

Norway: Economic Profile

Norway Macro View: Mainland Economy Grows by 0.5% q/q in Q2

Norway Keeps Rates Unchanged as Inflation Slows

Nordics : Norway : Europe : Macro View : Growth Outlook and Business Cycle :

Sweden: Economic Profile

Sweden Continues Rate Hikes in September, More to Come in 2010

Swedish Macro View: Strong Growth in 2010

Nordics : Sweden : Advanced Economies : Europe : Macro View : Growth Outlook and Business Cycle :

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

Are Central Banks Rethinking the Euro's Role as a Reserve Currency?

United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Macro View : Markets : Currencies : External Balance : FX Reserves and Sovereign Wealth :

Global Fiscal Policy

Will Early Fiscal Consolidation Stimulate or Stifle Global Economic Recovery?

Can Developed Economies Stabilize Their Debt Ratios Amid a Weak Recovery?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Macro View : Fiscal Policy :

United Kingdom: Economic Profile

UK GDP Increases by a Revised 1.2% q/q in Q2 2010

UK Labor Market: Mixed Unemployment Report for June 2010

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle :

EU Bank Stress Tests

EU Interbank Stress: ECB Delays Exit Strategy to at least January 2011

EU Stress Test Results Revisited: What if Sovereign Haircuts are Included?

Eurozone : Spain : Advanced Economies : Europe : Finance and Banking : Macro View : Banks and Risk Management : Systemic Risk, Vulnerabilities and Asset Bubbles :

United Kingdom: Fiscal Policy

The UK Net Borrowing Increases by Less Than Expectations in July 2010

UK 2010 Budget Report

United Kingdom : Europe : Macro View : Fiscal Policy : Growth Outlook and Business Cycle :

Czech Republic: Monetary Policy

Czech Central Bank Has Europe's Lowest Nominal Policy Rate, Will It Last?

Czech Republic: Miroslav Singer Named as New Central Bank Governor

Central Europe : Czech Republic : Europe : Macro View : Monetary Policy and Inflation :

Turkey: Labor Market

Turkey's Unemployment Rate Holds Steady in April-June Period on Seasonally Adjusted Basis

Turkey : Europe : Macro View : Labor Markets and Productivity :

Azerbaijan: Economic Profile

Azerbaijan's Economy Too Oil Dependent?

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Europe : Macro View :

Euro Adoption Path for EU Newcomers

Estonia's 2011 Eurozone Entry Triggers Ratings Upgrade

EU Newcomers' Euro Adoption: Delays Expected Due to Eurozone Debt Crisis

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : South East Europe : Europe : Frontier Markets : Macro View :

Ukraine: Economic Profile

More Monetary Easing as Ukrainian Disinflation Continues?

Ukraine Registers Strong Growth in Q2 2010

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Ukraine : Europe : Frontier Markets : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation :

Greece: Fiscal Policy and Public Finances

Greek Adjustment Program Review: European Commission Recommends Release of Second Tranche

Parsing the ECB's Securities Markets Program

Eurozone : Greece : Europe : Finance and Banking : Macro View : Fiscal Policy :

Turkey: Fiscal Policy

Turkey: Government Delays Fiscal Rule Until 2012

Turkey Fiscal Outlook: Positive Budget Dynamics in H1 2010

Turkey : Emerging Markets : Europe : Macro View : Fiscal Policy :

Central Europe: Auto Sector

Auto Production in 'Detroit of Europe': Bright Future?

The Opel Saga: German Deal With Magna Causes Political Rifts Across Europe

Central Europe : Czech Republic : Hungary : Poland : Slovakia : Europe : Macro View : Sectors and Industries :

Serbia: Economic Profile

Serbia Macro View: Fragile Recovery Ahead

Serbia’s IMF Loan Program: July Loan Tranche Approved

Serbia : South East Europe : Europe : Frontier Markets : Macro View : Growth Outlook and Business Cycle :

Bulgaria: Economic Profile

Bulgaria Macro View: Stuck in Recession in 2010

Bulgaria's Fiscal Position: Parliament Approves Budget Changes Ahead of the Eurostat Probe

Bulgaria : South East Europe : Europe : Frontier Markets : Macro View : Growth Outlook and Business Cycle :

Romania: Economic Profile

Romania Macro View: Flash Q2 GDP Data Show Exit from Recession

Romania’s IMF Loan Program: Conditions Met for Next Loan Tranche, But Challenges Remain

Romania : South East Europe : Emerging Markets : Europe : Macro View : Growth Outlook and Business Cycle :

Serbia: Monetary Policy

Serbia Monetary Policy: NBS Holds Rates After Surprise Hike at Last Meeting

Serbia : South East Europe : Europe : Frontier Markets : Macro View : Monetary Policy and Inflation :

Croatia: Economic Profile

Croatia Fiscal Position: 2010 Budget Gap Upped to 4.2%

Croatia Macro View: GDP Falls by 2.5% Y/Y in Q2 2010

Croatia : South East Europe : Europe : Macro View : Growth Outlook and Business Cycle :

Bulgaria's Currency Board

Bulgaria’s Eurozone Entry Path: Not Ready for ERM II Yet

Bulgaria: Can its Currency Board Survive?

Bulgaria : South East Europe : Europe : Macro View : Markets : Currencies : Current Financial Crisis : Monetary Policy and Inflation :

Croatia: The Kuna

How Exposed are Western Balkan Countries to a Currency Crisis?

Croatia's EU Path: Slovenian Vote on Border Deal Fuels Hopes of 2012 EU Accession

Croatia : South East Europe : Europe : Macro View : Markets : Currencies : Monetary Policy and Inflation :

The European Central Bank and the Eurosystem

EU Interbank Stress: ECB Delays Exit Strategy to at least January 2011

Parsing the ECB's Securities Markets Program

Eurozone : Greece : Europe : Macro View : Fiscal Policy : Monetary Policy and Inflation :

Netherlands: Private Consumption

Will Dutch Private Consumption Recover the Lost Ground?

Benelux : Eurozone : Europe : Macro View : Growth Outlook and Business Cycle :

Estonia: Economic Profile

Estonia Macro View: Better-Than-Expected Q2 2010 Growth Boosts Hopes for Recovery

Estonia: Conservative Fiscal Policy to Continue after Euro Adoption

Baltics : Eurozone : Emerging Markets : Europe : Frontier Markets : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

United Kingdom: Foreign Policy

UK Foreign and Defense Policy: Where Is the Coalition Heading?

Claims of Sovereignty Over the Falkland Islands

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : International Organizations :

Spain: Economic Profile

Spain Grew by 0.2% in Q2 2010: Further Challenges Ahead

Eurozone : Spain : Europe : Macro View : Growth Outlook and Business Cycle :

Slovenia: Economic Profile

Slovenia Economic Outlook: Q2 GDP Contracts 9.3% Y/Y, Recovery Hinges on Upturn in Trading Partners

Europe : Macro View : Growth Outlook and Business Cycle :

Hungary: Fiscal Policy

Hungary’s Fiscal Position: Can the New Government Attain the 2010 Deficit Target?

Hungary's Parliament Passes Controversial Bank Tax

Central Europe : Hungary : Emerging Markets : Europe : Macro View : Fiscal Policy :

Cyprus: Economic Profile

The Specifics in Cyprus

Divided Cyprus: The Reunification Talks Advance at Snail's Pace

Europe : Macro View : Growth Outlook and Business Cycle :

Italy: Economic Profile

Italy's GDP Grows 0.4% q/q in Q2 2010

Italy: Will Exports Drive the Economic Recovery in 2010?

Eurozone : Italy : Europe : Macro View : Growth Outlook and Business Cycle :

Portugal: Economic Profile

Will Rigidity of Portugal's Labor Market Hamper Future Growth?

How Is the Public Responding to Portugal's New Austerity Measures?

Eurozone : Portugal : Europe : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Growth Outlook and Business Cycle :

Russia: Trade and External Balance

Russia's Current Account Surplus Narrowing Again?

Russia's Customs Union Plan An Excuse to Stall WTO Membership

Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Macro View : Current Account : Energy Security and Supply Risks : External Balance : International Trade and Globalization :

Oil and Gas Sector

What Was the 2009 Performance of Oil Majors?

Natural Gas Consolidation

Advanced Economies : Emerging Markets : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

Austria: Inflation

Upward Trend in Austria's Inflation Halts in February 2010

Austria : Eurozone : Europe : Macro View : Monetary Policy and Inflation :

Germany: Price Dynamics (Inflation/Deflation)

Germany's Consumer Prices: Inflation Registers Mild Acceleration

Eurozone : Germany : Europe : Macro View : Monetary Policy and Inflation :

Eastern European Public Finances

Eastern Europe Public Finances: Countries Call for Change in EU's Public Debt Definition

Public Finances: Eastern Europe Outshines EMU Periphery

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : South East Europe : Europe : Macro View : Fiscal Policy :

Russia: Monetary Policy

Russia's Easing Cycle Is Over: When Will Hikes Come?

How Much Will the Drought Boost Russian Inflation?

Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Macro View : Monetary Policy and Inflation :

France: Household Consumption

France: Depressed Consumer Confidence and Falling Retail Sales Point At Looming Consumer Recession

Eurozone : France : Europe : Macro View : Growth Outlook and Business Cycle :

Eurozone: Monetary Policy

ECB Keeps Interest Rates at 1%, Staff Increase Median 2010 Growth Forecast to 1%

ECB Statements: What Is the ECB Thinking?

Eurozone : France : Germany : Italy : Spain : Europe : Macro View : Monetary Policy and Inflation :

Ireland: Economic Profile

Export-Led Recovery on the Cards for Ireland?

Borrowing Costs Spiral for Ireland, Despite Harsh Spending Cuts

Eurozone : Ireland : Europe : Macro View : Growth Outlook and Business Cycle :

Hungary: Economic Profile

Hungary Macro View: Preliminary Data Show GDP Stagnated in Q2 2010

FX-Denominated Lending in Eastern Europe: Strong Swiss Franc Creates Anxiety

Central Europe : Hungary : Europe : Macro View : Growth Outlook and Business Cycle :

France: Price Dynamics (Inflation/Deflation)

French Inflation Slows to -0.3% m/m in July 2010

Eurozone : France : Europe : Macro View : Monetary Policy and Inflation :

Russia: Real Estate Sector

How Healthy Is Russia's Property Market?

Russian Mortgage Market: Government to Buy Up Mortgages to Avoid Defaults?

Russia : Russia, CIS and the Caucasus : Europe : Macro View : Markets : Commercial : Real Estate Sector : Residential :

Russia: Consumption

Is Russian Consumption Coming Back?

Russian Labor Market Vulnerabilities

Eurozone : Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Macro View : External Balance : Growth Outlook and Business Cycle :

Germany: Export Sector

German Exports Return to Pre-Crisis Levels

Germany's Export-Led Growth Model: In Need of Rebalancing?

Eurozone : Germany : Europe : Macro View : Markets : International Trade and Globalization : Sectors and Industries :

Portugal: Fiscal Policy and Public Finances

Moody's Downgrades Portugal Two Notches to A1

Eurozone : Portugal : Europe : Macro View : Fiscal Policy :

Iceland's Geyser Crisis

Iceland: Capital Control Relaxation Postponed?

Iceland: Moody's Cuts Rating Outlook to Negative

Iceland : Nordics : Europe : Finance and Banking : Macro View : Current Financial Crisis :

Czech Republic: Economic Profile

Czech Republic Macro View: Strength of Recovery Hinges on Export Revival

Czech Fiscal Policy: Will the Government Meet the 2010 Budget Deficit Target?

Central Europe : Czech Republic : Emerging Markets : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle :

Lithuania: Economic Profile

Lithuania Macro View: Q2 2010 GDP Surprises on the Upside

Lithuania: Fiscal Consolidation to Continue in 2010

Baltics : Eurozone : Europe : Frontier Markets : Macro View : Growth Outlook and Business Cycle :

Poland: Fiscal Policy

Pseudo-Privatizations in Poland

Poland's Deteriorating Fiscal Position: Four-Year Fiscal Strategy Announced

Central Europe : Poland : Europe : Macro View : Fiscal Policy :

The Group of Eight (G8)

G7 Ministers Focus on Financial Reform, Not Currencies

Has the G20 Superseded the G7/G8?

Germany : Italy : Japan : North East Asia : Russia : Russia, CIS and the Caucasus : United Kingdom : United States : Asia/Pacific : Europe : North America : Macro View : Canada : France :

Norway: Government Pension Fund

Norway's Government Pension Fund-Global Returns 3.9% in Q1 2010

Norway’s 2010 Fiscal Deficit Financed with Less Oil Revenue than Expected

Nordics : Norway : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Fiscal Policy : FX Reserves and Sovereign Wealth :

Switzerland: Economic Profile

What is the Outlook for the Swiss Economy?

Swiss Economy Returns to Pre-Crisis GDP Levels in Q2 2010: 0.9% q/q

Switzerland : Europe : Macro View : Growth Outlook and Business Cycle :

Turkey: Economic Profile

Turkish Industrial Production Rises 10.2% in June 2010, Underscoring Recovery

Turkey Macro View: Strong Double-Digit GDP Growth in Q1 2010

Turkey : Emerging Markets : Europe : Macro View : Growth Outlook and Business Cycle :

United Kingdom: Bond Market

Is a Downgrade of UK Credit Ratings Likely?

UK Banking Crisis: Can Public Finances Cope?

United Kingdom : Europe : Finance and Banking : Macro View : Markets : Government Bonds :

Turkey: Monetary Policy

Turkish Monetary Policy: When Will Rate Hikes Begin?

Turkey: Downward Inflation Trend Continues in July

Turkey : Emerging Markets : Europe : Macro View : Monetary Policy and Inflation :

United Kingdom: Government Debt

UK 2010 Budget Report

UK Banking Crisis: Can Public Finances Cope?

United Kingdom : Europe : Finance and Banking : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle :

Poland: Economic Profile

Poland Macro View: Q2 GDP Growth Beats Expectations

Polish Banking Sector: Earnings on the Upswing

Central Europe : Poland : Emerging Markets : Europe : Macro View : Fiscal Policy : Growth Outlook and Business Cycle :

United Kingdom: Consumption

UK Banking Crisis: Can Public Finances Cope?

United Kingdom : Europe : Macro View : Current Financial Crisis :

Poland: Monetary Policy

Polish Monetary Policy: Are Rate Hikes Back on the Table?

Poland: New Central Bank Governor Appointed

Central Europe : Poland : Europe : Macro View : Monetary Policy and Inflation :

France: Labor Market

French Unemployment at 10.1% in March: What Is the Outlook?

With Mounting Lay-offs Will Social Unrest Escalate in France?

Eurozone : France : Europe : Macro View : Labor Markets and Productivity :

Global Manufacturing

How Much is Global Manufacturing Cooling?

U.S. Industrial Production Rises; Mixed Signals From Regional Surveys

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : North America : Macro View : Sectors and Industries :

Nordics: Banking Sector

Norwegian Banks: Crisis Weathered, but Mortgage Lending a Concern

Expiring State Guarantees Threat to Danish Banks

Denmark : Finland : Iceland : Nordics : Norway : Sweden : Europe : Finance and Banking : Macro View : Banks and Risk Management : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Germany: Labor Market

German Unemployment Falls for 14th Consecutive Month: What Is the Outlook?

Will Germany's Short-Work Scheme Help Avert Massive Lay-Offs?

Eurozone : Germany : Europe : Macro View : Labor Markets and Productivity :

Germany: Economic Profile

German Economic Recovery Broadens in Q2 2010: 2.2% q/q

German Industrial Production Contracts in June, but Order Activity Remains Promising

Eurozone : Germany : Europe : Macro View : Growth Outlook and Business Cycle :

United Kingdom: Monetary Policy

UK Inflation Decelerates Again in July: Will This Trend Continue?

UK Quantitative Easing: An End or a Pause?

United Kingdom : Europe : Macro View : Monetary Policy and Inflation :

UK: Real Estate Market

UK Home Price Index Shows Price Stagnation in Summer 2010

UK Banking Crisis: Can Public Finances Cope?

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : Real Estate Sector :

Nordics: Labor Market

Celebrated Danish Labor Market Model in Crisis?

Is Denmark's Flexicurity Model Causing a Brain Drain?

Denmark : Iceland : Nordics : Norway : Sweden : Europe : Macro View : Labor Markets and Productivity :

Turkey: Economic Risks and Strengths

Turkey: On the Way to Investment Grade?

No IMF Deal for Turkey

Turkey : Europe : Macro View : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :

Eurozone: Economic Profile

Eurozone Grows 1% q/q in Q2 on Broader Base

Fiscal Austerity in EMU and Advanced Economies: What Impact on Growth?

Eurozone : Europe : Macro View : Growth Outlook and Business Cycle :

Systemic Effects of Exit Strategies

Jackson Hole: Hints About the Future of Monetary Policy

Quantification of Exit Strategies in Advanced Economies: Fed Opts for QEII

Eurozone : Greece : Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Ireland: Labor Market

Ireland: When Will the Labor Market Turn Around?

Eurozone : Ireland : Europe : Macro View : Labor Markets and Productivity :

Nordics: Monetary Policy

Danish Authorities Still in Favor of Joining the Eurozone

Sweden Continues Rate Hikes in September, More to Come in 2010

Denmark : Nordics : Norway : Sweden : Europe : Macro View : Monetary Policy and Inflation :

Spain: Labor Market

Unemployment in Spain Continues to Rise in March: Is This the Peak?

Eurozone : Spain : Europe : Macro View : Labor Markets and Productivity :

Latvia: Economic Profile

Latvia: Regaining Competitiveness?

Latvia: Fiscal Challenges in 2010 and Beyond

Baltics : Eurozone : Europe : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle :

The Recovery of Global Trade Flows

Will Trade Ministers Conclude the Doha Trade Talks in 2010?

Will Trade Financing Costs Continue to Ease in 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Macro View : International Trade and Globalization :

Nordics: Industrial Sector

Brighter Outlook for Swedish Auto Sector

Denmark : Iceland : Nordics : Norway : Sweden : Europe : Macro View : Sectors and Industries :

France: Fiscal Policy

France Raises Retirement Age, Unions Threaten Strike Action

France: Will the Carbon Tax Prove Effective?

Eurozone : France : Europe : Macro View : Fiscal Policy :

Eurozone Cohesion

Adjustment in the EMU: Converging and Diverging Forces

What Are the Chances of an EMU Break-Up?

Eurozone : Europe : Geostrategic and Long Term Issues : Macro View :

Central and Eastern European Demographics

Central and Eastern European Demographics: Impact Of Greying And Emigration.

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : Slovakia : South East Europe : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity :

Italy: Fiscal Position

Italy's Public Finances: Will Investors Grow Nervous over Political Instability?

Pension Reform Agreed in Italy: A Long-Term Solution?

Eurozone : Italy : Europe : Macro View : Fiscal Policy : Growth Outlook and Business Cycle :

Spain: Fiscal Policy

Spain Resumes Some Investment Projects in Quest for Growth, Plans Further Current Spending Cuts

Will Spain Have to Tap the $750 Billion European Financial Stability Facility?

Eurozone : Spain : Europe : Macro View : Fiscal Policy :

Italy: Labor Market

Italian Unemployment Rate at 8.7% in May 2010: Highest Level Since 2001

Eurozone : Italy : Europe : Macro View : Markets : Labor Markets and Productivity :

Ireland: Inflation

Ireland: What Is the Inflation Outlook for 2010?

Eurozone : Ireland : Europe : Macro View : Monetary Policy and Inflation :

Global Fiscal Stimulus Measures

What's in Japan's Fiscal Stimulus Packages?

Beyond the Extension of Jobless Benefits, Any Support From Fiscal Stimulus in 2010?

North East Asia : Pacific : South East Asia : Taiwan : United Kingdom : Advanced Economies : Asia/Pacific : Europe : North America : Macro View : Current Account : Current Financial Crisis : External Balance : Fiscal Policy : IMF and International Economic Institutions :

The European Financial Stability Framework

European-Wide Micro- and Macro-Prudential Regulation: Leaders Give Backing

EU Hedge Fund and Private Equity Groups: Finance Ministers Agree to Mitigate Fund Regulation

Europe : Finance and Banking : Macro View : Banks and Risk Management : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :

Frontier Markets

Frontier Markets: How Correlated with Global Markets and Each Other?

Will Frontier Markets Have More Access to Bond Markets in 2010?

Russia, CIS and the Caucasus : Sub-Saharan Africa : Europe : Frontier Markets : Middle East and Africa : Macro View : Markets : Capital Flows, FDIs, Capital Controls : Equities : External Balance :

Advanced Economies: Financial Sector Taxes

EU Lawmakers Approve Tough Bank Bonus Rules, Debate Bank Tax

Eurozone : Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles :

EU Newcomers: Monetary Policy

Hungarian Central Bank: In Wait-and-See Mode, Holds at 5.25% in August

Romania Monetary Policy: Inflationary Pressures Keep Rate on Hold in August

Central Europe : Hungary : Poland : Romania : South East Europe : Emerging Markets : Europe : Macro View : Monetary Policy and Inflation :

The G20's Role in Economic Policymaking

What Was Accomplished at the G20 Summit in Toronto?

What Does Canada Want From the G8/G20?

Argentina : Australia : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South East Asia : South Korea : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions : International Organizations :

Ukraine and the IMF

IMF Grants Ukraine New Loan: Will Other Lenders Follow Suit?

Ukraine's Sovereign Rating: No Longer on Brink of Default?

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Ukraine : Europe : Frontier Markets : Geostrategic and Long Term Issues : Macro View : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :

Impact of Global Crisis on EU Newcomers

Lessons from the Crisis in Eastern Europe

Comparing CEE of Today to 1990s Asia

Baltics : Central Europe : South East Europe : Europe : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

The Netherlands: Economic Profile

Dutch Election: Center-Right Parties on Path to Form a Minority Government

Dutch Economy Grows by 0.2% q/q in Q1 2010

Benelux : Eurozone : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle :

Belgium: Economic Profile

Belgium Business Confidence Picks Up Again in April

Belgian GDP Increases 0.1% q/q in Q1 2010

Benelux : Eurozone : Europe : Macro View : Growth Outlook and Business Cycle :

Germany: Household Consumption

German Consumer Confidence Rises for September: Evidence of a Broadening Economic Recovery

Eurozone : Germany : Europe : Macro View :

The Serbian Dinar

Serbia Monetary Policy: NBS Holds Rates After Surprise Hike at Last Meeting

Serbia : South East Europe : Europe : Frontier Markets : Macro View : Markets : Currencies : Monetary Policy and Inflation :

Private Equity and Sovereign Wealth Funds in Germany

Is Germany's Recession an Opportunity for SWFs and Private Equity Firms?

Eurozone : Germany : Europe : Finance and Banking : Macro View : FX Reserves and Sovereign Wealth : Hedge Funds and Private Equity : Sectors and Industries :

The BRICs and Reserve Currency Alternatives

China's Super-Sovereign Reserve Currency Idea: Could the SDR Be a Reserve Currency?

North East Asia : Russia : South Asia : Asia/Pacific : Europe : Latin America : Macro View : FX Reserves and Sovereign Wealth :

Switzerland: Monetary Policy and Inflation

Swiss Inflation Slows to 0.4% y/y in July 2010

Swiss National Bank Maintains Expansionary Monetary Policy

Switzerland : Europe : Macro View : Monetary Policy and Inflation :

France: Economic Profile

French GDP Growth Slows to 0.6% q/q in Q2 2010

France: Will Economic Growth Slow in H2 2010?

Eurozone : France : Europe : Macro View : Growth Outlook and Business Cycle :

Switzerland: Labor Market

Swiss Unemployment Rate Declines to 4.4% in February

Switzerland : Europe : Macro View : Markets : Labor Markets and Productivity :

Transatlantic Differences in the Real Estate Sector

Turkish Housing Market: Strong Growth Ahead

Spanish House Prices: Still Room to Fall?

Europe : North America : Macro View : Real Estate Sector :

Italy: Private Consumption

Will the Italian Consumer Hold Back the Economic Recovery?

Eurozone : Italy : Europe : Macro View : Growth Outlook and Business Cycle :

The Netherlands: Price Dynamics (Inflation/Deflation)

Has Dutch Inflation Reached its Trough?

Benelux : Eurozone : Europe : Macro View :

Financial Integration in the Eurozone

Financial Integration: What Has Changed With the Crisis?

Eurozone : Europe : Macro View :

Eurozone: Price Dynamics (Inflation/Deflation)

How Serious is the Risk of Deflation in the Eurozone?

Is the ECB Right About Tracking the Money Supply?

Eurozone : Europe : Macro View : Monetary Policy and Inflation :

Italy: Price Dynamics (Inflation/Deflation)

Italy: Modest Inflationary Pressures in June

Eurozone : Italy : Europe : Macro View :

The IMF Rescues the CIS

Armenia: Return to Positive Growth in 2010?

IMF Grants Ukraine New Loan: Will Other Lenders Follow Suit?

Central Asia and the Caucasus : Russia : Russia, CIS and the Caucasus : Ukraine : Europe : Macro View : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :

The Impact of ECB Easing

Danish Monetary Policy: Rate Cuts Over for Now?

Is the ECB Monetary Stance Adequate for Germany?

Europe : Finance and Banking : Macro View : Monetary Policy and Inflation :

Liquidity Traps

Is There Too Much or Too Little Liquidity? A Contrarian View

The Liquidity Trap Revisited: What Evidence?

Eurozone : United Kingdom : Advanced Economies : Europe : Latin America : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Russian Demographics

Russian Demographics and Labor Productivity: 'Hypermortality' Weighing on Growth?

Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity :

Turkey: Demographics

Turkey's Demographic Bonus: A Mixed Blessing

Turkey : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity :

Social Unrest in France

Sarkozy Unveils Third Reform Package Covering Pensions, Jobs and Immigration

France's Mandate for Reforms: Sarkozy Needs to Step Up

France : Europe : Geostrategic and Long Term Issues : Macro View : Labor Markets and Productivity : Terrorism, Civil Strife and Security :

EU Pact on Immigration and Asylum

Is Immigration Good or Bad for the UK Economy?

Europe : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Labor Markets and Productivity :

Nordics: Economic Profile

The Future of Manufacturing in the Nordics

Are Nordic Bonds Safe Havens?

Denmark : Finland : Iceland : Nordics : Norway : Sweden : Europe : Macro View : Growth Outlook and Business Cycle :

Austria: Economic Profile

Austrian Economy Remains Stagnant in Q1 2010

How Sustainable Is Austria's Economic Recovery?

Austria : Eurozone : Europe : Macro View : Growth Outlook and Business Cycle :

The Netherlands: Banking Sector

What Are the Challenges Facing the Dutch Banking Sector?

Will the Dutch Cap on Executive Bonuses Prove Effective?

Benelux : Eurozone : Europe : Finance and Banking : Macro View :

Economic Challenges Following Germany's Reunification

How Much Did German Reunification Cost?

Will East Germany's Economy Ever Catch-Up With Its Western Counterpart?

Eurozone : Germany : Europe : Geostrategic and Long Term Issues : Macro View : Development Challenges : Domestic Politics and Political Risks :

Natural Gas Prices

Will Natural Gas Prices Rise as Supply Glut Turns Into Deficit?

Is Natural Gas's Link to Oil Prices Weakening?

Asia/Pacific : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil and Energy : Sectors and Industries :

Financial Protectionism in the Wake of Crisis

Tackling Too-Big-To-Fail: Overview of Proposals

European-Wide Micro- and Macro-Prudential Regulation: Leaders Give Backing

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Macro View : International Trade and Globalization :

Germany: Sectors and Industries

Is Germany's Recession an Opportunity for SWFs and Private Equity Firms?

What is the Potential of the German Services Sector?

Eurozone : Germany : Europe : Macro View : Markets : Sectors and Industries :

Monetary Policy and Asset Bubbles

Should Central Banks Fight Asset Bubbles? Views of Practicioners and Academics

Outside the Box Approaches to Deal With Boom and Bust in the Era of Financial Innovation

Advanced Economies : Europe : North America : Macro View : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles :

The Netherlands: Labor Market

Did Short-Work Schemes Dampen the Recession's Impact on Dutch Unemployment?

Benelux : Eurozone : Europe : Macro View : Markets : Labor Markets and Productivity :

Austria: Labor Market

Austria: How High will Unemployment rise?

Austria : Eurozone : Europe : Macro View : Markets : Labor Markets and Productivity :

Eastern Europe: External Accounts

Eastern Europe: Will High Current Account Deficits Return?

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : South East Europe : Europe : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance :

Russian Currency Reserves and Sovereign Wealth

Currency Composition and Asset Allocation of Russia's FX Reserves: Diversifying from the Dollar?

Russia Draws on Its Sovereign Wealth

Russia : Russia, CIS and the Caucasus : Europe : Finance and Banking : Macro View : FX Reserves and Sovereign Wealth :

Global Trade Agreements

How Deep Is Asian Trade Fragmented?

Is Reopening NAFTA a Pandora's Box for Canada or a Blessing in Disguise?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Macro View : International Trade and Globalization :

Regional Development Banks

New Role and Funding For the African Development Bank?

Multilateral Institutions Step Up Support to Eastern European Corporates and Banks

Sub-Saharan Africa : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Development Challenges : IMF and International Economic Institutions :

Austrian Fiscal Policy

What is the Outlook for Austria's Budgetary and Financial Position?

Austria : Eurozone : Europe : Macro View : Fiscal Policy :

Slovakia: Economic Profile

Slovakia Macro View: Strong Q2 GDP Growth, Tatra Tiger Rebounds

Center-Right Party Forms New Slovak Government: Will Fiscal Prudence Be Restored?

Central Europe : Eurozone : Slovakia : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle :

Gains from Globalization

Will Income Inequality Spur Globalization Backlash in Developing Countries?

Can Aid for Trade Benefit Developing Countries?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Macro View : International Trade and Globalization :

France: Real Estate Sector

What is the Outlook for France's Housing Market?

France : Europe : Macro View : Markets : Real Estate Sector : Residential : Sectors and Industries :

Germany: Fiscal Policy

Germany Introduces Austerity Package

Germany Passes Tax-Cut Bill: Will the Economy Benefit?

Eurozone : Germany : Europe : Macro View : Fiscal Policy :

Switzerland: Banking Sector

How Much Black Money is Hidden in Swiss Bank Accounts?

Swiss Banks and Systemic Risk: 'Too Big to Bail'?

Switzerland : Europe : Finance and Banking : Geostrategic and Long Term Issues : Macro View : Sectors and Industries :

Switzerland: Fiscal Policy

Swiss Fiscal Stimulus: Why So Little? Why So Late?

Switzerland : Europe : Macro View : Fiscal Policy :

Spain: Real Estate Sector

Spanish House Prices: Still Room to Fall?

Spain : Europe : Macro View : Markets : Real Estate Sector : Residential :

Labor Market in the Eurozone

Structural Labor Market Reforms: An Update of the Lisbon Agenda and the Literature

Eurozone : Europe : Macro View : Labor Markets and Productivity :

EMU Uncertainty

Is EMU More Resilient Today Than ERM During the Early 1992 Crisis?

Eurozone : Europe : Macro View : Markets : Current Financial Crisis : IMF and International Economic Institutions : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Spain's Economic Rescue Fund

Spanish House Prices: Still Room to Fall?

Spain's Stock Market Faces Bleak Prospects

Spain : Europe : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Optimal Currency Blocs

Is EMU More Resilient Today Than ERM During the Early 1992 Crisis?

German Manufacturing Activity and Sentiment Cooling: Is the Strong Euro Starting to Bite?

Europe : Macro View : International Trade and Globalization : Monetary Policy and Inflation :

Spain's Growing Current Account Deficit

Spain's Stock Market Faces Bleak Prospects

Spanish House Prices: Still Room to Fall?

Spain : Europe : Macro View : Current Account :

Russia: The Ruble

Capital Controls for Russia?

From Home Bias to Dollar Seeking? The Role of the Euro and Dollar in Russia

Russia : Russia, CIS and the Caucasus : Europe : Macro View : Markets : Currencies : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Alternative Energy

Are Palm Oil Prices Looking Peaky?

Wind Power: Obstacles to Further Growth

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Oil and Energy :

Sino-Russian Relations

Are China and Russia too Competitive to Cooperate?

What's the Significance of the BRIC Meetings?

China : North East Asia : Russia : Russia, CIS and the Caucasus : Asia/Pacific : Emerging Markets : Europe : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Oil : Oil and Energy :

Currency Pegs in the Baltic States

Baltic Banking Systems: Difficult Times Ahead

Latvia: Will Upcoming Election Derail IMF Loan Program?

Baltics : Eurozone : Sweden : Europe : Frontier Markets : Macro View : Markets : Currencies :

Global Growth

How Much is Global Manufacturing Cooling?

How Strong Will Global Growth Be in 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : North America : Macro View : Markets : Growth Outlook and Business Cycle : Sectors and Industries :

Central Asia: Energy Sector

Has Azerbaijan's Energy Sector Peaked?

Kazakhstan Seeks Higher Share of Oil Windfall

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Natural Gas : Oil : Oil and Energy :

Norway: The Krone

Will the Norwegian Krone Keep Strengthening in H2 2010?

Nordics : Norway : Europe : Markets : Currencies :

Sweden: The Krona

Swedish Public Support for Euro Adoption Erodes in Wake of Eurozone Crisis

Swedish Krona Outlook: Strong Fundamentals to Give Support

Nordics : Sweden : Europe : Markets : Currencies :

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

Are Central Banks Rethinking the Euro's Role as a Reserve Currency?

United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Macro View : Markets : Currencies : External Balance : FX Reserves and Sovereign Wealth :

Global Investment Funds

Types of ETFs: Performance Update

Global ETFs: Growth to Continue into 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Markets : Asset Management and Portfolio Choice : Hedge Funds and Private Equity : Money Markets : Sectors and Industries :

The Falklands/Malvinas Dispute

Likelihood of Oil in the Falkland Islands

Claims of Sovereignty Over the Falkland Islands

Argentina : United Kingdom : Europe : Latin America : Geostrategic and Long Term Issues : Markets : Foreign Policy and Geostrategic Risks : Oil and Energy :

Eastern Europe: Equity Markets

Will the CEE Stock Markets’ Summer Surge Continue?

Central Europe : Czech Republic : Hungary : Poland : Romania : Slovakia : South East Europe : Emerging Markets : Europe : Markets : Equities :

Ukraine: The Hryvnia (currency)

Ukraine: The Hryvnia Conundrum

Russia, CIS and the Caucasus : Ukraine : Europe : Markets : Currencies :

The Romanian Leu

Romania: Euro Adoption Pushed Beyond 2015

Whither the Romanian Leu?

Romania : South East Europe : Europe : Markets : Currencies :

Bulgaria's Currency Board

Bulgaria’s Eurozone Entry Path: Not Ready for ERM II Yet

Bulgaria: Can its Currency Board Survive?

Bulgaria : South East Europe : Europe : Macro View : Markets : Currencies : Current Financial Crisis : Monetary Policy and Inflation :

Croatia: The Kuna

How Exposed are Western Balkan Countries to a Currency Crisis?

Croatia's EU Path: Slovenian Vote on Border Deal Fuels Hopes of 2012 EU Accession

Croatia : South East Europe : Europe : Macro View : Markets : Currencies : Monetary Policy and Inflation :

Sovereign Risk in the Eurozone

Irish Debt Fears Return After S&P Downgrades Sovereign Rating to AA-

€440 Billion European Financial Stability Seeks AAA Rating

Eurozone : Greece : Ireland : Italy : Spain : Europe : Markets : Fiscal Policy : Government Bonds :

Credit Default Swaps (CDS)

Credit Default Swaps and Clearinghouses: New Papers From Banque de France's Financial Stability Review

France and Germany Call for Ban on "Naked" CDS; U.S. Regulates Them Instead

United States : Europe : North America : Finance and Banking : Markets : Derivatives : Securitization and Structured Finance :

Gold Markets

Gold Prices: Is Bullion's Spring Surge Tapering Off?

Have Central Banks Renewed Their Interest in Gold Reserves?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Gold and Precious Metals : Other Commodities :

Livestock and Dairy

Livestock Markets: Pulling Back After a Heady Q1?

Europe : North America : Markets : Agriculturals : Other Commodities :

Eurozone: The Euro

Will the Euro Fall to Parity With the U.S. Dollar?

What Are the Chances of an EMU Break-Up?

Eurozone : Europe : North America : Markets : Currencies :

Steel Markets

Steel Prices: Will Steelmakers Mimic Quarterly Pricing of Ore Miners?

Russia Steel Outlook: Price Pressure from Domestic Buyers

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Base Metals : Other Commodities :

Base Metals

Will Financing Deals Bolster Zinc Prices?

Aluminum Prices: Will Oversupply Bring a Correction?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : World : Markets : Base Metals : Other Commodities :

Carry Trade

Funding Currency Showdown: Will the Yen Supplant the Dollar?

How Do Japanese Retail Investors Impact the Carry Trade?

Asia/Pacific : Europe : Latin America : North America : Markets : Currencies :

Oil and Gas Sector

What Was the 2009 Performance of Oil Majors?

Natural Gas Consolidation

Advanced Economies : Emerging Markets : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

Dry Bulk Commodities

Will Karnataka's Export Ban Boost Iron Ore Prices?

Australian Government Pares Back Proposed Mining Tax

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Base Metals : Other Commodities :

Oil Prices

Oil Prices: What Is the Outlook for 2010-11?

Oil Buffeted by Eurozone Woes: What Are the Short-Term Trends?

Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Oil : Oil and Energy :

Grain Markets

Have Wheat Prices Peaked?

Corn and Soybean Markets: Markets Still Anticipating Bumper Harvest

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Agriculturals : Other Commodities :

Oil Demand

How Much Will Oil Demand Rebound in 2010?

How Imbalanced Are Oil Supply and Demand?

Latin America : Middle East and Africa : North America : Markets : Oil : Oil and Energy : Advanced Economies : Asia/Pacific : Europe :

Russia: Real Estate Sector

How Healthy Is Russia's Property Market?

Russian Mortgage Market: Government to Buy Up Mortgages to Avoid Defaults?

Russia : Russia, CIS and the Caucasus : Europe : Macro View : Markets : Commercial : Real Estate Sector : Residential :

Germany: Export Sector

German Exports Return to Pre-Crisis Levels

Germany's Export-Led Growth Model: In Need of Rebalancing?

Eurozone : Germany : Europe : Macro View : Markets : International Trade and Globalization : Sectors and Industries :

United Kingdom: Credit Rating Profile

UK 2010 Budget Report

UK Recession: Worse Than the 90's But Not as Bad as 70's or 80's?

United Kingdom : Europe : Markets : Government Bonds :

Russia: Energy Sector

Will Changes in Russian Oil Taxes Affect Production?

Russia's Oil Production: Is Recovery Sustainable?

Central Asia and the Caucasus : Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Oil and Energy :

United Kingdom: The British Pound

GBP: What Are the Causes and Effects of Pound Depreciation?

The UK Net Borrowing Increases by Less Than Expectations in July 2010

United Kingdom : Europe : Markets : Currencies :

United Kingdom: Bond Market

Is a Downgrade of UK Credit Ratings Likely?

UK Banking Crisis: Can Public Finances Cope?

United Kingdom : Europe : Finance and Banking : Macro View : Markets : Government Bonds :

Silver Markets

How Will Silver Fare Compared to Gold in 2010?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Gold and Precious Metals : Other Commodities :

Platinum Group Metals (PGMs)

Platinum and Palladium: Signs of Strength?

Will Catalytic Converter Demand Boost Platinum Group Metals?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Gold and Precious Metals : Other Commodities :

Rare Earths

Rare Earth Metals: Trends and Outlook

How to Hedge Metals Prices Without Futures?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Gold and Precious Metals : Other Commodities :

G10 Currencies

Will the Election Affect the Australian Dollar?

Are 'Safe Havens' Back in 2010?

Pacific : Asia/Pacific : Europe : North America : Markets : Currencies :

Nordics: Housing Markets

Nordic Housing Market: Diverging Price Cycles

Danish Mortgage Bond Market: What Makes It Special?

Denmark : Finland : Nordics : Norway : Sweden : Europe : Markets : Real Estate Sector : Residential : Sectors and Industries :

Agricultural Prices

Turf Wars: Will Biofuel Crops Push Up Prices for Non-biofuel Crops?

How Does Climate Change Affect Food Prices?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : Latin America : North America : Markets : Agriculturals : Other Commodities :

Eastern European Currencies

Eastern European Currencies: Appetite Returns, But Forint Considered Vulnerable

Eurozone Debt Crisis: Spillover Effects to CEE?

Central Europe : Czech Republic : Hungary : Poland : Romania : South East Europe : Europe : Markets : Currencies :

Oil Supply

Has Oil Production Peaked?

OPEC Still on Hold but Discipline Waning?

Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Oil : Oil and Energy :

Natural Gas Supply

What Are the Prospects for Shale Gas in Europe?

A Gas OPEC? What Kind of Coordination among Natural Gas Exporters?

Asia/Pacific : Europe : Middle East and Africa : North America : Markets : Natural Gas : Oil and Energy :

Commodity Market Regulation

Will There be Coordination Between Oil Producers and Consumers?

How Will Position Limits Affect Commodity Markets?

Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Gold and Precious Metals : Oil : Oil and Energy : Other Commodities :

Global Equities

Global Equities: More Correction Ahead in H2 2010?

U.S. Equity Market Slides on Global Recovery Doubts

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : North America : Markets : Equities :

Solar

EU Solar Energy: Can Southern Europe Come to the Rescue?

How Bright a Future for Solar Power?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Oil and Energy :

Eastern Europe: Bond Markets

Romania’s Bond Market: Investors Seek Higher Yields

Eurozone Debt Crisis: Spillover Effects to CEE?

Central Europe : Czech Republic : Hungary : Poland : Romania : Slovakia : South East Europe : Europe : Markets : Government Bonds :

OPEC Oil Supply

OPEC Still on Hold but Discipline Waning?

How Well Are OPEC Members Complying with Cuts?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Oil : Oil and Energy :

European Equities

EU Debt Crisis Weighs on European Equities

Spain's Stock Market Faces Bleak Prospects

Europe : Markets : Equities :

Russia: Equity Markets

Russian Stocks: Ready to Rally?

Will There Be a Flood of Russian IPOs?

Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Markets : Equities :

Turkey: Bond Market

Turkish Benchmark Bond Yields Still at Low Levels: Will It Last?

Turkey : Europe : Markets : Government Bonds :

The Turkish Lira

Turkish Lira: Analysts See Depreciation Trend Ahead

Turkey : Europe : Markets : Currencies :

The Hungarian Forint

Eastern European Currencies: Appetite Returns, But Forint Considered Vulnerable

Central Europe : Hungary : Europe : Markets : Currencies :

Italy: Labor Market

Italian Unemployment Rate at 8.7% in May 2010: Highest Level Since 2001

Eurozone : Italy : Europe : Macro View : Markets : Labor Markets and Productivity :

Global Military Spending

Global Military Spending Still on the Rise?

The Rising Fiscal Cost of the Iraq War: Five Years On and Still Counting

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security :

The Czech Koruna

Eastern European Currencies: Appetite Returns, But Forint Considered Vulnerable

Central Europe : Czech Republic : Europe : Markets : Currencies :

Frontier Markets

Frontier Markets: How Correlated with Global Markets and Each Other?

Will Frontier Markets Have More Access to Bond Markets in 2010?

Russia, CIS and the Caucasus : Sub-Saharan Africa : Europe : Frontier Markets : Middle East and Africa : Macro View : Markets : Capital Flows, FDIs, Capital Controls : Equities : External Balance :

Dark Liquidity Pools

The 'Flash Crash' of May 6: How Safe is High-Frequency Trading?

'Flash Orders' and 'Naked Access' as Niches of High-Frequency Trading: Should They Be Banned?

United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equities : Hedge Funds and Private Equity :

Portfolio Allocation

What Will Markets Look Like in 2010?

What Happens to the Markets After the Baby Boomers Retire?

Asia/Pacific : Europe : Latin America : North America : Markets :

The Serbian Dinar

Serbia Monetary Policy: NBS Holds Rates After Surprise Hike at Last Meeting

Serbia : South East Europe : Europe : Frontier Markets : Macro View : Markets : Currencies : Monetary Policy and Inflation :

Switzerland: Labor Market

Swiss Unemployment Rate Declines to 4.4% in February

Switzerland : Europe : Macro View : Markets : Labor Markets and Productivity :

Iceland: The Krona

Icelandic Krona Gaining Ground Against Euro

Iceland : Nordics : Europe : Markets : Currencies :

Eurozone: Government Bonds

Diverging Intra-Eurozone Government Bond Spreads: Reflecting Credit or Liquidity Risk?

Stabilizing the Eurozone: Overview of Solutions

Eurozone : Europe : Markets : Government Bonds :

Natural Gas Prices

Will Natural Gas Prices Rise as Supply Glut Turns Into Deficit?

Is Natural Gas's Link to Oil Prices Weakening?

Asia/Pacific : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil and Energy : Sectors and Industries :

Germany: Sectors and Industries

Is Germany's Recession an Opportunity for SWFs and Private Equity Firms?

What is the Potential of the German Services Sector?

Eurozone : Germany : Europe : Macro View : Markets : Sectors and Industries :

Turkey: Equity Market

Turkish Stock Market Set Another Year of Strong Performance in 2010

Turkey : Emerging Markets : Europe : Markets : Equities :

The Netherlands: Labor Market

Did Short-Work Schemes Dampen the Recession's Impact on Dutch Unemployment?

Benelux : Eurozone : Europe : Macro View : Markets : Labor Markets and Productivity :

Austria: Labor Market

Austria: How High will Unemployment rise?

Austria : Eurozone : Europe : Macro View : Markets : Labor Markets and Productivity :

Natural Gas Demand

The Role of Natural Gas in Meeting Clean Energy Goals

European Natural Gas Market Liberalization: Still A Fragmented Market?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Natural Gas : Oil and Energy :

Currency Intervention in Developed Countries

Should the UK Join the EMU?

Swiss National Bank: An End in Sight for Non-Conventional Monetary Policy Measures?

Switzerland : United Kingdom : Europe : Markets :

Non-OPEC Oil Supply

How Do Non-OPEC Producers Contribute to Oil Supply?

China in the Oil Sands: What Are the Energy Security and Investment Implications?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Energy Security and Supply Risks : Oil : Oil and Energy :

Market Correlations

Is There a Relationship Between Oil Prices and Non-Oil Asset Returns?

Are Hedge Funds Causing Increasing Correlation Between Asset Classes?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets :

Market Volatility

How Does News Impact Market Volatility?

Are Measures of Market Risk Simply Flawed Crystal Balls?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets :

France: Real Estate Sector

What is the Outlook for France's Housing Market?

France : Europe : Macro View : Markets : Real Estate Sector : Residential : Sectors and Industries :

Softs

Coffee Markets: Hard Spot in the Softs Market?

Sugar Markets: Hitting the Sweet Spot?

Asia/Pacific : Europe : Latin America : North America : Markets : Agriculturals : Other Commodities :

Spain: Real Estate Sector

Spanish House Prices: Still Room to Fall?

Spain : Europe : Macro View : Markets : Real Estate Sector : Residential :

Germany: Equity Markets

German Stocks Climb to One-Year High: How Much Higher Will the Dax Rise?

Eurozone : Germany : Europe : Markets : Equities :

Core Government Bonds

Will Core Government Bond Yields Stay Low?

Do Sovereign CDS Markets Misrepresent Risk?

Asia/Pacific : Europe : Latin America : North America : Markets : Government Bonds :

Foreign Exchange Markets

What is the Impact of Currency Interventions in Developed Countries?

Is It Time for a New Global Reserve Currency?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Currencies :

Agricultural Supply

U.S. Agricultural Supply: Record Corn, Soybean Forecasts

Agriculture Outsourcing: Courting Political Risk or Food Crisis Solution?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Agriculturals : Other Commodities :

The European Corporate Debt Market

Implementing the Eurozone's Bank Recapitalization and Debt Guarantee Plans

Eye on External Debt Levels in Eastern Europe

Europe : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance :

EMU Uncertainty

Is EMU More Resilient Today Than ERM During the Early 1992 Crisis?

Eurozone : Europe : Macro View : Markets : Current Financial Crisis : IMF and International Economic Institutions : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Credit Rating Agencies

Credit Rating Agencies: New Regulations Bring Significant Reform

Eurozone : United States : Europe : North America : Finance and Banking : Capital Market Intermediaries : Financial Systems and Regulation :

Russia: Banking Sector

Russian Banking System: Gradual Recovery in Lending

More Consolidation On the Way for Russian Banking Sector?

Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Finance and Banking : Banks and Risk Management :

Global Investment Funds

Types of ETFs: Performance Update

Global ETFs: Growth to Continue into 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Markets : Asset Management and Portfolio Choice : Hedge Funds and Private Equity : Money Markets : Sectors and Industries :

EU Bank Stress Tests

EU Interbank Stress: ECB Delays Exit Strategy to at least January 2011

EU Stress Test Results Revisited: What if Sovereign Haircuts are Included?

Eurozone : Spain : Advanced Economies : Europe : Finance and Banking : Macro View : Banks and Risk Management : Systemic Risk, Vulnerabilities and Asset Bubbles :

Bank Capital Requirements

Toward Basel III: BIS Estimates The Effect on Growth

Europe : North America : Finance and Banking : Geostrategic and Long Term Issues : Banks and Risk Management :

Greece: Fiscal Policy and Public Finances

Greek Adjustment Program Review: European Commission Recommends Release of Second Tranche

Parsing the ECB's Securities Markets Program

Eurozone : Greece : Europe : Finance and Banking : Macro View : Fiscal Policy :

Credit Default Swaps (CDS)

Credit Default Swaps and Clearinghouses: New Papers From Banque de France's Financial Stability Review

France and Germany Call for Ban on "Naked" CDS; U.S. Regulates Them Instead

United States : Europe : North America : Finance and Banking : Markets : Derivatives : Securitization and Structured Finance :

Eastern Europe: Banking Sector

FX-Denominated Lending in Eastern Europe: Strong Swiss Franc Creates Anxiety

Central and Eastern Europe: NPLs at Their Peak

Bulgaria : Central Europe : Croatia : Czech Republic : Hungary : Poland : Romania : Serbia : Slovakia : South East Europe : Europe : Finance and Banking : Banks and Risk Management :

United Kingdom: Banking Sector

Euro Banks Exceed Expectations: Strong Earnings on a Decline in Bad Loans

What Are the Risks to the UK’s Banking Sector?

United Kingdom : Europe : Finance and Banking : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Iceland's Geyser Crisis

Iceland: Capital Control Relaxation Postponed?

Iceland: Moody's Cuts Rating Outlook to Negative

Iceland : Nordics : Europe : Finance and Banking : Macro View : Current Financial Crisis :

Credit Market Conditions in the Eurozone

Eurozone Loans to NFC Still Contracting: Is there Evidence of Supply Constraints?

Has the Global Corporate Default Rate Peaked?

Eurozone : Europe : Finance and Banking :

United Kingdom: Bond Market

Is a Downgrade of UK Credit Ratings Likely?

UK Banking Crisis: Can Public Finances Cope?

United Kingdom : Europe : Finance and Banking : Macro View : Markets : Government Bonds :

United Kingdom: Government Debt

UK 2010 Budget Report

UK Banking Crisis: Can Public Finances Cope?

United Kingdom : Europe : Finance and Banking : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle :

Nordics: Banking Sector

Norwegian Banks: Crisis Weathered, but Mortgage Lending a Concern

Expiring State Guarantees Threat to Danish Banks

Denmark : Finland : Iceland : Nordics : Norway : Sweden : Europe : Finance and Banking : Macro View : Banks and Risk Management : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Greece: Banking Sector

Parsing the ECB's Securities Markets Program

France and Germany Call for Ban on "Naked" CDS; U.S. Regulates Them Instead

Eurozone : Greece : Europe : Finance and Banking : Banks and Risk Management :

Ireland: Banking Sector

Is Ireland's Banking Crisis Manageable?

Hybrid EU Bank Capital: Upcoming Rules Spur Banks to Design New Bonds

Eurozone : Ireland : Europe : Finance and Banking : Banks and Risk Management :

Systemic Effects of Exit Strategies

Jackson Hole: Hints About the Future of Monetary Policy

Quantification of Exit Strategies in Advanced Economies: Fed Opts for QEII

Eurozone : Greece : Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

The European Banking Sector

Euro Banks Exceed Expectations: Strong Earnings on a Decline in Bad Loans

Are Europe's Banks in Worse Shape Than U.S. Banks?

Eurozone : Europe : Finance and Banking : Financial Systems and Regulation :

The European Financial Stability Framework

European-Wide Micro- and Macro-Prudential Regulation: Leaders Give Backing

EU Hedge Fund and Private Equity Groups: Finance Ministers Agree to Mitigate Fund Regulation

Europe : Finance and Banking : Macro View : Banks and Risk Management : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :

Advanced Economies: Financial Sector Taxes

EU Lawmakers Approve Tough Bank Bonus Rules, Debate Bank Tax

Eurozone : Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles :

Ukraine Banks

Ukraine Banking Sector: Crawling Back to Recovery?

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Ukraine : Europe : Finance and Banking : Banks and Risk Management :

Dark Liquidity Pools

The 'Flash Crash' of May 6: How Safe is High-Frequency Trading?

'Flash Orders' and 'Naked Access' as Niches of High-Frequency Trading: Should They Be Banned?

United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equities : Hedge Funds and Private Equity :

Austria: Banking Sector

Exposed to Eastern European Woes: Austria Nationalizes HGAA Bank

Austria:The Fall of the EU's Last Bastion of Banking Secrecy

Austria : Eurozone : Europe : Finance and Banking :

Private Equity and Sovereign Wealth Funds in Germany

Is Germany's Recession an Opportunity for SWFs and Private Equity Firms?

Eurozone : Germany : Europe : Finance and Banking : Macro View : FX Reserves and Sovereign Wealth : Hedge Funds and Private Equity : Sectors and Industries :

France: Banking Sector

France to Adopt One-Off Bonus Tax

Eurozone : France : Europe : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation :

Commercial Real Estate: Global Outlook Precarious

Bailing Out the U.S. Housing and Financial Sector: Fiscal Costs and Risks to Taxpayers Getting Bigger?

Outlook for Asian Real-Estate Market: Has the Worst Passed?

Australia : Eurozone : Japan : Pacific : United States : Asia/Pacific : Europe : Middle East and Africa : North America : Finance and Banking : Real Estate and Mortgage Finance :

The Impact of ECB Easing

Danish Monetary Policy: Rate Cuts Over for Now?

Is the ECB Monetary Stance Adequate for Germany?

Europe : Finance and Banking : Macro View : Monetary Policy and Inflation :

Germany: Banking Sector

France and Germany Call for Ban on "Naked" CDS; U.S. Regulates Them Instead

Germany: Credit Constraints Weaken in January, Credit Crunch Averted?

Eurozone : Germany : Europe : Finance and Banking :

The Netherlands: Banking Sector

What Are the Challenges Facing the Dutch Banking Sector?

Will the Dutch Cap on Executive Bonuses Prove Effective?

Benelux : Eurozone : Europe : Finance and Banking : Macro View :

The Shadow Banking System

'Shadow Banking' Shrinks, Still Exceeds Traditional Banking: Who Is the Shadow Lender of Last Resort?

Asset-Backed Commercial Paper Outlook: Inherently Unstable Market?

Advanced Economies : Europe : North America : Finance and Banking : Capital Market Intermediaries :

Turkey: Banking Sector

A Banner 2009 for Turkish Banks: What About 2010?

Turkey's Banking Sector: How Healthy?

Turkey : Europe : Finance and Banking : Banks and Risk Management :

Russian Currency Reserves and Sovereign Wealth

Currency Composition and Asset Allocation of Russia's FX Reserves: Diversifying from the Dollar?

Russia Draws on Its Sovereign Wealth

Russia : Russia, CIS and the Caucasus : Europe : Finance and Banking : Macro View : FX Reserves and Sovereign Wealth :

Western European Banks' Support of their Eastern Counterparts

Vienna Initiative: Western Europe Banks Pledge Continued Support to Eastern Europe Subsidiaries

Austria : Baltics : Bulgaria : Central Europe : Croatia : Czech Republic : Eurozone : Greece : Hungary : Italy : Poland : Romania : Serbia : South East Europe : Sweden : Europe : Finance and Banking : Banks and Risk Management :

Private Equity Performance

Private Equity: Outlook for 2010

Private Equity and the Credit Crunch: What to Do With US$500-1,000 Billion in Undrawn Funds?

Eurozone : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Hedge Funds and Private Equity :

Switzerland: Banking Sector

How Much Black Money is Hidden in Swiss Bank Accounts?

Swiss Banks and Systemic Risk: 'Too Big to Bail'?

Switzerland : Europe : Finance and Banking : Geostrategic and Long Term Issues : Macro View : Sectors and Industries :

Swiss Bank Secrecy

What is the Outlook for the Swiss Banking Sector Post Banking Secrecy?

Dilution of Swiss Bank Secrecy: What is the Economic Impact?

Switzerland : Europe : Finance and Banking : Geostrategic and Long Term Issues :

The European Corporate Debt Market

Implementing the Eurozone's Bank Recapitalization and Debt Guarantee Plans

Eye on External Debt Levels in Eastern Europe

Europe : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance :

Italy: Banking Sector

Italian Banks Under Pressure: Moody's Downgrades Italian Banking System To Negative

Italy : Europe : Finance and Banking : Banks and Risk Management :

Spain: Domestic Politics

Spain Resumes Some Investment Projects in Quest for Growth, Plans Further Current Spending Cuts

Eurozone : Spain : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Copenhagen Climate Change Summit and Global Climate Regime

Roadblocks Remain for Climate Financing

Developed Countries Agenda On Climate Change at the Copenhagen Conference

China : North East Asia : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources :

Portugal: Domestic Politics

How Is the Public Responding to Portugal's New Austerity Measures?

Eurozone : Portugal : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Italy: Domestic Politics

Italian Politics: Early Elections Increasingly Likely

Eurozone : Italy : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Greece: Domestic Politics

Protests Continue Over Greek Austerity Measures as Recession Deepens

Greek PM Fails to Calm the Markets

Eurozone : Greece : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Ireland: Domestic Politics

Borrowing Costs Spiral for Ireland, Despite Harsh Spending Cuts

Has Peace Become Permanent in Northern Ireland?

Eurozone : Ireland : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Alternative Energy

Are Palm Oil Prices Looking Peaky?

Wind Power: Obstacles to Further Growth

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Oil and Energy :

Russia: Foreign Policy

Can EU-Russia Ties Shift From Energy Focus to Modernization?

Can Russia 'Reset' its Economic Relationships With the U.S. and EU?

Central Asia and the Caucasus : Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks :

International Monetary Fund (IMF)

China's Role in International Financial Institutions

Greek Adjustment Program Review: European Commission Recommends Release of Second Tranche

Asia/Pacific : Emerging Markets : Europe : Latin America : North America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions :

Sino-Russian Relations

Are China and Russia too Competitive to Cooperate?

What's the Significance of the BRIC Meetings?

China : North East Asia : Russia : Russia, CIS and the Caucasus : Asia/Pacific : Emerging Markets : Europe : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Oil : Oil and Energy :

Central Asia: Energy Sector

Has Azerbaijan's Energy Sector Peaked?

Kazakhstan Seeks Higher Share of Oil Windfall

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Natural Gas : Oil : Oil and Energy :

Iceland: Economic Profile

Iceland: Central Bank Continues Rate Cuts in August

EU Opens Membership Talks with Iceland

Iceland : Nordics : Europe : Geostrategic and Long Term Issues : Macro View : Foreign Policy and Geostrategic Risks : Growth Outlook and Business Cycle :

The Falklands/Malvinas Dispute

Likelihood of Oil in the Falkland Islands

Claims of Sovereignty Over the Falkland Islands

Argentina : United Kingdom : Europe : Latin America : Geostrategic and Long Term Issues : Markets : Foreign Policy and Geostrategic Risks : Oil and Energy :

United Kingdom: Economic Profile

UK GDP Increases by a Revised 1.2% q/q in Q2 2010

UK Labor Market: Mixed Unemployment Report for June 2010

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle :

Belgium: Domestic Politics

Separatists Dominate Belgian General Election

Belgian Government Upheaval: Banking Scandal and Linguistic Deadlock

Benelux : Eurozone : Europe : Geostrategic and Long Term Issues :

EU Enlargement Process

EU Opens Membership Talks with Iceland

Serbia's EU Path: Belgrade and Brussels at Odds over Kosovo

Croatia : Iceland : Nordics : Serbia : South East Europe : Turkey : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Political Risk in Northern Ireland

Has Peace Become Permanent in Northern Ireland?

Eurozone : Ireland : United Kingdom : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Terrorism, Civil Strife and Security :

Ukraine: Economic Profile

More Monetary Easing as Ukrainian Disinflation Continues?

Ukraine Registers Strong Growth in Q2 2010

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Ukraine : Europe : Frontier Markets : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation :

Bank Capital Requirements

Toward Basel III: BIS Estimates The Effect on Growth

Europe : North America : Finance and Banking : Geostrategic and Long Term Issues : Banks and Risk Management :

Turkey and Geopolitical Energy Issues

Turkey at an Energy Crossroads: Turkish-Azerbaijani Gas Deal Fuels Hopes in the EU

Shifting Alliances and Energy Blackmailing in Central Asia: Follow The Pipe

Turkey : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Oil and Energy : Sectors and Industries :

Turkey: Foreign Policy

Turkey's Deteriorating Relations With the West: Obama Sounds Warning

Turkey's EU Accession Path: Still on Track?

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Turkey : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

United Kingdom: Domestic Politics

UK Electoral Reform Referendum Scheduled for May 5, 2011

United Kingdom : Advanced Economies : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

United Kingdom: Foreign Policy

UK Foreign and Defense Policy: Where Is the Coalition Heading?

Claims of Sovereignty Over the Falkland Islands

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : International Organizations :

Germany: Domestic Politics

German Presidential Elections: A Blow to Merkel's Administration

Is Germany Turning Its Back on the 'European Project'?

Eurozone : Germany : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Political Risk in the Baltics

Latvia: Will Upcoming Election Derail IMF Loan Program?

Lithuania: Will Political Strife Delay Further Fiscal Tightening?

Baltics : Eurozone : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Portugal: Economic Profile

Will Rigidity of Portugal's Labor Market Hamper Future Growth?

How Is the Public Responding to Portugal's New Austerity Measures?

Eurozone : Portugal : Europe : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Growth Outlook and Business Cycle :

Political Risk in Eastern Europe

Nationalism and the Far Right on the Rise in Eastern Europe

Bulgaria and Romania: EU’s Annual Report Notes Mixed Results in Fighting Corruption

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : Russia, CIS and the Caucasus : South East Europe : Ukraine : Emerging Markets : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Russia and the CIS Countries

Where are the Relations Between Georgia and Russia Heading?

Kyrgyzstan Approves New Constitution Paving Way for Parliamentary Elections

Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues :

Russia: Trade and External Balance

Russia's Current Account Surplus Narrowing Again?

Russia's Customs Union Plan An Excuse to Stall WTO Membership

Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Macro View : Current Account : Energy Security and Supply Risks : External Balance : International Trade and Globalization :

Russia: Domestic Politics

How Is Russia Handling the Weakening of Federal and Regional Ties?

Will Russia's Privatization Plan Really Open Up Access to New Investors?

Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

France: Domestic Politics

French Government's Austerity Agenda Threatened by Political Scandals

Eurozone : France : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Russia: Consumption

Is Russian Consumption Coming Back?

Russian Labor Market Vulnerabilities

Eurozone : Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Macro View : External Balance : Growth Outlook and Business Cycle :

Alternative Transport Fuels

Greening Transport: Can Biofuels Challenge U.S. Oil Dependence?

United States : Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources :

Ukraine: Domestic Politics

Ukraine's Troubled Energy Sector: Next Price Hike in 2011?

Russian Gas Deal Eases Strain on Ukraine's State Coffers

Russia, CIS and the Caucasus : Ukraine : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Energy Security and Supply Risks :

Czech Republic: Economic Profile

Czech Republic Macro View: Strength of Recovery Hinges on Export Revival

Czech Fiscal Policy: Will the Government Meet the 2010 Budget Deficit Target?

Central Europe : Czech Republic : Emerging Markets : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle :

Russia: Energy Sector

Will Changes in Russian Oil Taxes Affect Production?

Russia's Oil Production: Is Recovery Sustainable?

Central Asia and the Caucasus : Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Oil and Energy :

Turkey and EU Accession

Turkey's Deteriorating Relations With the West: Obama Sounds Warning

Turkey's EU Accession Path: Still on Track?

Turkey : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Norway: Government Pension Fund

Norway's Government Pension Fund-Global Returns 3.9% in Q1 2010

Norway’s 2010 Fiscal Deficit Financed with Less Oil Revenue than Expected

Nordics : Norway : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Fiscal Policy : FX Reserves and Sovereign Wealth :

Rare Earths

Rare Earth Metals: Trends and Outlook

How to Hedge Metals Prices Without Futures?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Gold and Precious Metals : Other Commodities :

UK: Real Estate Market

UK Home Price Index Shows Price Stagnation in Summer 2010

UK Banking Crisis: Can Public Finances Cope?

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : Real Estate Sector :

Eastern European Energy Security

Russian Energy Transit to Europe: Gas Flows Resume as Belarus and Russia Settle Debt Row

Can Europe Expand Its Energy Network to Central Asia? Nabucco's Woes

Bulgaria : Central Asia and the Caucasus : Central Europe : Eurozone : Finland : Russia : Russia, CIS and the Caucasus : Serbia : South East Europe : Ukraine : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Natural Gas : Oil and Energy :

Turkey: Domestic Politics and Political Risk

Turkey: Fate of Constitutional Reform Package Hangs on September 12 Referendum

Turkey: Support for Ruling AKP on the Decline

Turkey : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

French Foreign Policy

Coup in Niger: Uranium Market Implications?

Timeline: U.S.-France (1763-Present)

France : Europe : Middle East and Africa : Geostrategic and Long Term Issues : Development Challenges : Foreign Policy and Geostrategic Risks : International Organizations : Terrorism, Civil Strife and Security :

Oil Supply

Has Oil Production Peaked?

OPEC Still on Hold but Discipline Waning?

Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Oil : Oil and Energy :

Commodity Market Regulation

Will There be Coordination Between Oil Producers and Consumers?

How Will Position Limits Affect Commodity Markets?

Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Gold and Precious Metals : Oil : Oil and Energy : Other Commodities :

Solar

EU Solar Energy: Can Southern Europe Come to the Rescue?

How Bright a Future for Solar Power?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Oil and Energy :

World Economic Forum

What Is the International Response to Obama's 'Volcker Rule'?

EU Lawmakers Approve Tough Bank Bonus Rules, Debate Bank Tax

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

OPEC Oil Supply

OPEC Still on Hold but Discipline Waning?

How Well Are OPEC Members Complying with Cuts?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Oil : Oil and Energy :

Eurozone Cohesion

Adjustment in the EMU: Converging and Diverging Forces

What Are the Chances of an EMU Break-Up?

Eurozone : Europe : Geostrategic and Long Term Issues : Macro View :

Russia and the U.S.

Can the Spy Scandal Mar the Reset in U.S.-Russia Relations?

U.S.-Russia Ties: U.S. Senate Begins Ratification Process of the New START

Baltics : Central Asia and the Caucasus : Central Europe : Eurozone : Poland : Russia : Russia, CIS and the Caucasus : Ukraine : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security :

Central and Eastern European Demographics

Central and Eastern European Demographics: Impact Of Greying And Emigration.

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : Slovakia : South East Europe : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity :

EU Climate Change Policy

What’s Brewing in EU Climate Policy After Copenhagen?

EU Solar Energy: Can Southern Europe Come to the Rescue?

Eurozone : Europe : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources :

Global Military Spending

Global Military Spending Still on the Rise?

The Rising Fiscal Cost of the Iraq War: Five Years On and Still Counting

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security :

Turkey and the U.S.

Turkey's Deteriorating Relations With the West: Obama Sounds Warning

Turkey's New Diplomatic Confidence: Obstacles Remain For Turkey-Armenia Diplomatic Thaw

Turkey : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

The G20's Role in Economic Policymaking

What Was Accomplished at the G20 Summit in Toronto?

What Does Canada Want From the G8/G20?

Argentina : Australia : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South East Asia : South Korea : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions : International Organizations :

Ukraine and the IMF

IMF Grants Ukraine New Loan: Will Other Lenders Follow Suit?

Ukraine's Sovereign Rating: No Longer on Brink of Default?

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Ukraine : Europe : Frontier Markets : Geostrategic and Long Term Issues : Macro View : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :

The Current State of Global Water Supply

Is a Water Crisis Looming?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Development Challenges :

Reform of the European Union

Belgium Takes the EU Helm on July 1: Financial Oversight Dominates Policy Challenges

EU Politics: Lisbon Treaty Comes into Force

Central Europe : Czech Republic : Eurozone : Poland : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks : International Organizations :

Russia and the EU

Can the Spy Scandal Mar the Reset in U.S.-Russia Relations?

U.S.-Russia Ties: U.S. Senate Begins Ratification Process of the New START

Austria : Baltics : Central Europe : Eurozone : Germany : Italy : Russia : Russia, CIS and the Caucasus : Ukraine : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks :

The Netherlands: Economic Profile

Dutch Election: Center-Right Parties on Path to Form a Minority Government

Dutch Economy Grows by 0.2% q/q in Q1 2010

Benelux : Eurozone : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle :

Europe's Neutrals

Borrowing Costs Spiral for Ireland, Despite Harsh Spending Cuts

Swedish Macro View: Strong Growth in 2010

Austria : Finland : Ireland : Sweden : Switzerland : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

Russian Demographics

Russian Demographics and Labor Productivity: 'Hypermortality' Weighing on Growth?

Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity :

Italy: Foreign and Defense Policy

A Reset in U.S. Relations with Afghan President?

NATO at 60: What Future Role For the Alliance?

Italy : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

Turkey: Demographics

Turkey's Demographic Bonus: A Mixed Blessing

Turkey : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity :

Social Unrest in France

Sarkozy Unveils Third Reform Package Covering Pensions, Jobs and Immigration

France's Mandate for Reforms: Sarkozy Needs to Step Up

France : Europe : Geostrategic and Long Term Issues : Macro View : Labor Markets and Productivity : Terrorism, Civil Strife and Security :

EU Pact on Immigration and Asylum

Is Immigration Good or Bad for the UK Economy?

Europe : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Labor Markets and Productivity :

Economic Challenges Following Germany's Reunification

How Much Did German Reunification Cost?

Will East Germany's Economy Ever Catch-Up With Its Western Counterpart?

Eurozone : Germany : Europe : Geostrategic and Long Term Issues : Macro View : Development Challenges : Domestic Politics and Political Risks :

Georgian Politics

Georgia Politics: Leaving the Russian Orbit?

Where are the Relations Between Georgia and Russia Heading?

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues :

The Group of Seven (G-7)

Has the G20 Superseded the G7/G8?

Canada : Japan : North East Asia : United Kingdom : United States : Asia/Pacific : Europe : North America : Geostrategic and Long Term Issues : International Organizations :

Regional Development Banks

New Role and Funding For the African Development Bank?

Multilateral Institutions Step Up Support to Eastern European Corporates and Banks

Sub-Saharan Africa : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Development Challenges : IMF and International Economic Institutions :

Slovakia: Economic Profile

Slovakia Macro View: Strong Q2 GDP Growth, Tatra Tiger Rebounds

Center-Right Party Forms New Slovak Government: Will Fiscal Prudence Be Restored?

Central Europe : Eurozone : Slovakia : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle :

U.S. Missile Defense in Eastern Europe

U.S. Scales Down Missile Shield in Eastern Europe

Central Europe : Czech Republic : Poland : Russia, CIS and the Caucasus : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security :

Switzerland: Banking Sector

How Much Black Money is Hidden in Swiss Bank Accounts?

Swiss Banks and Systemic Risk: 'Too Big to Bail'?

Switzerland : Europe : Finance and Banking : Geostrategic and Long Term Issues : Macro View : Sectors and Industries :

The Global AIDS Epidemic

Coping with AIDS Pandemic

Climate Change and Natural Resources : Diseases and Natural Disasters : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues :

Swiss Bank Secrecy

What is the Outlook for the Swiss Banking Sector Post Banking Secrecy?

Dilution of Swiss Bank Secrecy: What is the Economic Impact?

Switzerland : Europe : Finance and Banking : Geostrategic and Long Term Issues :

German Foreign and Security Policy

German Presidential Elections: A Blow to Merkel's Administration

The Opel Saga: German Deal With Magna Causes Political Rifts Across Europe

Germany : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

EU-UK Tensions

UK Foreign and Defense Policy: Where Is the Coalition Heading?

Should the UK Join the EMU?

Eurozone : United Kingdom : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Organizations :

U.S.-UK Relations

UK Foreign and Defense Policy: Where Is the Coalition Heading?

European Financial Sector: Double Exposure to Domestic and U.S. Housing Woes

United Kingdom : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :