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Middle East and Africa

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Market Strategy

Cross Asset Monthly

Commodities: Will QE3 Mitigate Near-Term Downsides?

By Gary Clark May 7, 2012

Emerging Markets Quarterly

Commodities: EMs Steer Auto Sector Growth

By Shelley Goldberg Jul 28, 2011

Cross Asset Monthly

Commodities: Soft Patches, Hard Metals and the Case of the Untouchables

By Shelley Goldberg Jul 5, 2011

Cross Asset Monthly

Commodities: Irrationally Exuberant or Fundamentally Viable?

By Shelley Goldberg May 11, 2011

Market Strategy

Commodity Sacrifices: Pay Up, Substitute, Scale Back or Eliminate

By Shelley Goldberg Apr 11, 2011

Market Strategy

Q2 2011 Global Scenario Analysis: HeatMap

By the RGE Market Strategy Team Apr 11, 2011

Cross Asset Monthly

A Fine Balance

By Arnab Das Apr 4, 2011

Cross Asset Monthly

Cross Asset Model Portfolio: Rebalancing for More Inflation Protection

By Dayna Goodwin Apr 4, 2011

Market Strategy

Japanese Equities: Risk Aversion Could Push Price Levels Beyond Justified Valuations

By Gina Sanchez and Ibrahim Gassambe Mar 15, 2011

Cross Asset Monthly

Commodities: Oil Supply Shocks—The Crude Facts

By Shelley Goldberg Mar 1, 2011

Cross Asset Monthly

π in the Sky

By Arnab Das Feb 8, 2011

Cross Asset Monthly

The Big Picture: It's All Relative

By Arnab Das Feb 8, 2011

Cross Asset Monthly

Commodities: There's No Such Thing as a Free Lunch

By Shelley Goldberg Feb 8, 2011

Emerging Markets Quarterly

Commodities: Food and Energy Are in the Driver's Seat on the Road to EM Inflation

By Shelley Goldberg Jan 19, 2011

Market Strategy

Commodities: Best in Show 2010

By Shelley Goldberg Jan 4, 2011

Cross Asset Monthly

Commodities: The Bull in the China Shop

By Shelley Goldberg Dec 6, 2010

Market Strategy

QE Shuffles the Deck for Correlations

By David Nowakowski Dec 1, 2010

Market Strategy

Quantum(s) of Solace: A QE2 Scenario Analysis and Assessment of the Limits of Fed Policy

By Prajakta Bhide, Christian Menegatti, Nouriel Roubini, Arnab Das and the RGE Strategy Team Oct 25, 2010

Emerging Markets Quarterly

Commodities: Rising From the Ashes

By Shelley Goldberg Oct 22, 2010

Cross Asset Monthly

Commodities: No Pain, No Grain

By Shelley Goldberg Aug 31, 2010

Cross Asset Monthly

Emerging Markets: At the Cross Roads

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Equities: Über Competitive Germany

By Gina Sanchez Aug 31, 2010

Market Strategy

Struggling to Break Free: Rising Correlations Part II

By David Nowakowski and Natalia Gurushina Aug 25, 2010

Market Strategy

Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications

By Christian Menegatti, Rachel Ziemba, Arnab Das, Arun Motianey, Gina Sanchez, Natalia Gurushina and David Nowakowski Aug 2, 2010

Economic Research

Global Economic Outlook

Chile Outlook Update: Domestic Demand Remains Robust

By Juan Lorenzo Maldonado Jun 13, 2011

LatAm Weekly

Brazil Softens Tightening Path; Colombia Looks Set to Hike

By Juan Lorenzo Maldonado Apr 25, 2011

Economic Research

Q2 2011 Global Scenario Analysis: Still Gradually Rebalancing

By Christian Menegatti, Rachel Ziemba and the RGE Market Strategy Team Apr 11, 2011

Economic Research

New Risks to South Korea’s Export Outlook

By Arpitha Bykere Mar 24, 2011

Global Economic Outlook

Chile Outlook: Investment to Lead Growth this Year

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 18, 2011

Global Economic Outlook

South Africa Outlook: Slowly but Surely

By Kavitha Cherian and Rachel Ziemba Mar 17, 2011

Economic Research

Chile: Strong Growth in January

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 7, 2011

Economic Research

Malaysia's Industrial Suppliers the Big Winners in January

By Michael Manetta Mar 3, 2011

Economic Research

Chile: Economic Activity Likely Grows 6% in January

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 2, 2011

Economic Research

Argentina: Trade Surplus Keeps Shrinking

By Bertrand Delgado and Nathalie Picarelli Feb 25, 2011

Economic Research

Colombia: Monetary Policy Minutes Turn Slightly Hawkish

By Bertrand Delgado and Renzo Merino Feb 16, 2011

Economic Research

Chile: Robust Economic Activity in December

By Bertrand Delgado Feb 7, 2011

Economic Research

Floods Put a Crimp on Australian Exports

By Mikka Pineda Jan 27, 2011

Economic Research

Argentina’s Domestic Demand Benefits from Loose Policy

By Bertrand Delgado Sep 29, 2010

Economic Research

Strength in Numbers: How Export Diversification Can Help African Economies

By Jennifer Livingstone and Kavitha Cherian Aug 24, 2010

Global Economic Outlook

Global Outlook Update: Q3 2010

By RGE Analysts Jul 19, 2010

Global Economic Outlook

Base Metals: Q3 2010 Outlook

By Lee Hudson Teslik and Rachel Ziemba Jul 10, 2010

Economic Research

Australia’s Big, Bad Mining Tax: What’s at Stake?

By Mikka Pineda May 25, 2010

Economic Research

Will Steel's Recovery Galvanize Zinc?

By Mikka Pineda and Lee Hudson Teslik May 10, 2010

Global Economic Outlook

Commodities: Q2 2010 Outlook

By Mikka Pineda, Lee Hudson Teslik, and Rachel Ziemba Apr 12, 2010

Economic Research

Will Lead Take the Lead Among Base Metals?

By Mikka Pineda Mar 15, 2010

Economic Research

Aluminum Illuminations: Prices and Fundamentals

By Mikka Pineda Feb 11, 2010

Global Economic Outlook

Commodities: Q1 2010 Outlook

By Mikka Pineda, Rachel Ziemba and Monika Brown Jan 30, 2010

Global Economic Outlook

Base Metals: Q1 2010 Outlook

By Mikka Pineda Jan 30, 2010

Economic Research

Commodities Outlook, Q4 2009

By Monika Brown, Mikka Pineda & Rachel Ziemba Oct 7, 2009

Economic Research

Will China Control the World's Rare Metals?

By Monika Brown Sep 14, 2009

Economic Research

Global Commodities Outlook, Q3 2009

By Mikka Pineda & Rachel Ziemba Jul 24, 2009

Economic Research

Commodity Correction Postmortem

By Mikka Pineda Apr 3, 2008

Daily Digest

News

Largest Rare Earths Producer Halts Output

CNBC  Leslie Hook Oct 19, 2011

News

S.Africa mulling own metals exchange

Reuters  Oct 14, 2011

News

China reveals size of copper inventory

Financial Times (subscription)  Jack Farchy Oct 13, 2011

News

Zambia Lifts Ban on Copper Exports .

Wall Street Journal  Oct 10, 2011

News

Philippine’s largest nickel mining firm suspends operations

Philippine Daily Inquirer  Doris C. Dumlao Oct 04, 2011

News

Recession fears recast base metals’ prospects

Financial Times (subscription)  Javier Blas and Jack Farchy Oct 04, 2011

News

Zinc Output to Rise in Japan to Meet Post-Quake Demand Growth, Mitsui Says

Bloomberg  Jae Hur and Ichiro Suzuki Sep 30, 2011

News

Rare Earths Fall as Toyota Develops Alternatives: Commodities

Bloomberg  Sonja Elmquist Sep 30, 2011

News

Imported Iron Ore Supplies Decline in China

ICBC - Market Review  Sep 28, 2011

News

Capex is key to metals supply

Financial Times (subscription)  Javier Blas Sep 22, 2011

News

CISA to publish weekly iron ore index to reflect domestic market

China Daily  Zhang Qi Sep 21, 2011

News

Copper hits year-low on growth worries

Financial Times (subscription)  Emiko Terazono Sep 19, 2011

News

PHL mining sector output jumps a third in first half

Manila Times  James Konstantin Galvez Sep 13, 2011

News

China Using Rare Earths as a Weapon

Commodity Online  Joao Peixe Sep 09, 2011

News

India’s Steel Use Merely 1.3% Up on Low Domestic Demand

Commodity Online  Sep 09, 2011

News

BASE METALS: Comex Copper Gains On Supply Disruption Worries

Wall Street Journal  Aug 30, 2011

News

Who is Actually Buying Copper?

Mineweb  Simon Hunt Sep 08, 2011

Blogs

Chinese Cutbacks Could Signal Higher Aluminum Prices

Seeking Alpha  Sep 08, 2011

News

ETF Filings Muddy Copper Outlook

Wall Street Journal  Tatyana Shumsky Sep 08, 2011

News

Venezuela Signs Three New Agreements with China

El Universal  Sep 07, 2011

News

Precious Minerals May Change Afghanistan’s Destiny

Commodity Online  Sep 07, 2011

News

Humala Signs Law to Avert, Mining, Oil Protests

Mineweb  Caroline Stauffer Sep 07, 2011

News

Colombia Sees Mining Reforms Finished by Year-End

Bloomberg  Jack Kimball Sep 07, 2011

News

Every Investor in Commodities Should Know China is their Biggest Buyer

The Daily Reckoning  Chris Mayer Sep 07, 2011

News

Mining Industry Sees $18-B Foreign Investments

The Philippine Star  Helen M. Flores Sep 06, 2011

News

Peruvian Copper Miners to Hold 2-Day Strike

MarketWatch  Ryan Dube Sep 06, 2011

News

Freeport Grasbgerg Workers Plan Strike From Sept. 15, Union Says

San Francisco Chronicle  Sep 06, 2011

News

What is Next for Platinum?

Mineweb  Geoff Candy Sep 06, 2011

News

Platinum Could be a Better Bet than Gold

The Telegraph  Garry White and Rowena Mason Sep 05, 2011

Analysis

Chart of the Day: Cancelled Nickel Stocks Rise

Commonwealth Bank  Sep 05, 2011

News

China Appeals Raw Materials WTO Case

Rare Metal Blog  Asher Berube Sep 01, 2011

News

Aluminium Producers Switch Sights to Far East Markets

The National  Tom Arnold Aug 28, 2011

Blogs

A New Development in China’s Copper Collateral Trade

FT Alphaville  Izabella Kaminska Aug 31, 2011

News

BHP to Pay Colombia $20 Mln to Settle Dispute, Portafolio Says

Bloomberg  Andrea Jaramillo Aug 31, 2011

Analysis

ABN AMRO Metals Monthly - August 2011

http://www.virtualmetals.co.uk/pdf/ABNMM0811.pdf  Aug 31, 2011

News

Shockwaves ring as Cosco reneges on contracts

Financial Times (subscription)  Robert Wright Aug 30, 2011

Analysis

Chart of the Day: Managed Money Turns Net Short on Copper

Commonwealth Bank  Aug 30, 2011

News

Has China Missed a 'Rare' Opportunity with Rare Earths?

BBC  Puneet Pal Singh Aug 28, 2011

News

Is Nickel’s Price an Economic Indicator for Copper?

Resource Investing News  Michael Montgomery Aug 3, 2011

News

China to Appeal WTO Ruling Over Rare Earth Exports

AFP  Fran Wang Aug 24, 2011

News

Nickel Plunging Into Bear Market on Biggest Glut in 4 Years

Bloomberg  Maria Kolesnikova and Agnieszka Troszkiewicz Jun 13, 2011

News

Nickel Prices to be Hit by Decreasing Chinese Demand

Commodity Online  Aug 23, 2011

Analysis

Chart of the Day: Divergence Between PMIs and Copper Price

Commonwealth Bank  Aug 23, 2011

Analysis

Iron Ore and Chinese Steel Prices Remain Resilient

Commonwealth Bank  Aug 22, 2011

News

Analysis: China Steps Up Iron Ore Drive in Africa

Reuters  Bate Felix Tabi Tabe Aug 18, 2011

News

Rich Platinum Deposits Found in India

Mineweb  Shivom Seth Aug 18, 2011

News

Renova in Talks to Buy Ukrainian Metals Assets, Kommersant Says

Bloomberg  Scott Rose Aug 17, 2011

News

Baosteel to Raise September Prices in Anticipation of Higher Demand

Mineweb  Jacqueline Wong and Ruby Lian Aug 12, 2011

News

Mining Stocks Prop Up Market

Manila Times  Krista Angela M. Montealegre Aug 12, 2011

News

Gold Hits Premium Over Platinum and Situation Could Persist

Mineweb  Jan Harvey Aug 11, 2011

News

Russia to explore Atlantic Ocean for gold, copper

Commodity Online  Aug 05, 2011

News

US Military Depending On China For Rare Earths

Resource Investing News  Robert Sullivan Aug 09, 2011

News

China Begins New Crackdown on Rare Earth Sector

The Star  David Stanway and Ruby Lian Aug 08, 2011

News

Quebec Firm Makes 'Big' Rare Earth Find in North

Montreal Gazette  Marianne White Aug 09, 2011

News

Rare Earth Prices to Remain Strong

China Daily  Zhang Qi Aug 09, 2011

News

UPDATE: China July Metals Output Eases, Signaling Slowdown

Wall Street Journal  Aug 09, 2011

News

When Gold Drops, Silver's Uses Will Sustain Demand

Seeking Alpha  Timothy O'Rourke Aug 09, 2011

News

Gold Again Hits Platinum's Level

Wall Street Journal  Tatyana Shumsky and Rhiannon Hoyle Aug 09, 2011

News

Chart of the Week – Copper's Weak Supply Growth

Resource Investor  Frank Holmes Aug 08, 2011

Analysis

Managed Money Long Positions in Gold Reach All-Time Highs

Commonwealth Bank  Aug 08, 2011

News

Commodities Other than Gold to Fall on U.S. Ratings Downgrade - Analysts

Mineweb  Manolo Serapio Jr Aug 08, 2011

News

Recession Fears Hit Commodities

Wall Street Journal  Andrea Hotter Aug 05, 2011

News

CISA Ready to Launch Iron Ore Price Index

China Daily  Zhang Qi Aug 03, 2011

News

Rare Earths 2.0: Rise of the Heavies

Resource Investor  Terence van der Hout Aug 02, 2011

News

China Makes Pessimistic Steel Production Forecast

Financial Times  Leslie Hook Aug 03, 2011

News

Gold Reserves Inc raises claim against Venezuela

Reuters  Louise Egan Aug 02, 2011