Markets

Hong Kong: Monetary Policy

Could Hong Kong Drop the USD Peg for the RMB?

Pressure Back on the Hong Kong Dollar as QE2 Drives Inflows?

Hong Kong : Northeast Asia : Asia/Pacific : Markets : Currencies :

Taiwan: Key Sectors

Fears of a Taiwan Property Bubble Rise as Prices Surge

Will QE2 Push Taiwan to Impose Capital Controls?

Northeast Asia : Taiwan : Asia/Pacific : Markets : Currencies : Equity : Government Bonds : Government Bonds/Interest Rates :

Indonesia: Key Sectors

Indonesia's New Roadblocks Put Foreign Investment at Risk

Why Does Indonesia's Oil and Gas Sector Continue to Underperform?

Indonesia : Southeast Asia : Asia/Pacific : Macroeconomy : Markets : Real Estate : Sectors and Industries :

Hong Kong: Key Sectors

Hong Kong Property Market Softens Pace of Rise: Bubble Taking Pause?

Hong Kong : Northeast Asia : Asia/Pacific : Finance and Banking : Macroeconomy : Markets : Commercial : Real Estate : Real Estate and Mortgage Finance : Residential :

China: Key Sectors

Chinese Property Market Correction Rolls On

China's April Auto Sales Surge on Low Base Effect

China : Northeast Asia : Asia/Pacific : Finance and Banking : Macroeconomy : Markets : Commercial : Real Estate : Real Estate and Mortgage Finance : Residential :

China: Finance and Banking

China's April Lending Slows as Deposits Contract

Chinese Banks Report Record Earnings Raising Questions on Profitability

China : Northeast Asia : Asia/Pacific : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance : Credit : Government Bonds : Government Bonds/Interest Rates : Money Markets :

Energy Supply Chokepoints and Vulnerabilities

Chokepoints in the Global Oil Market

Energy Shortages Hampering Growth in Sub-Saharan Africa

Asia/Pacific : Middle East and Africa : Geostrategy : Markets : Defense Policy and Terrorism : Energy Security and Policy : Oil : Oil and Energy :

Silver Markets

Silver Prices Make a Strong Recovery in Q1

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

Gold Markets

Gold Prices Tumble on U.S. Dollar Strength

Central Bank Buying Offers Gold Support

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

Platinum Group Metals (PGMs)

Will Platinum and Palladium Continue to Rise?

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

Grain Markets

Corn Prices High as La Nina Returns

Wheat Prices: More Supply than Demand

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

Agricultural Supply

How Does Climate Change Affect Food Prices?

Is the Demand for Fertilizer on the Rise?

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

Soft Commodities

Cotton Prices: Will India Export Ban Provide Upside?

Sugar Prices: Could be Hit by Bumper Harvests and Weakening Demand Growth

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

Global Growth

Bleaker Outlook for Global Growth

Global PMIs Stabilize: No Sign of Strong Growth

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

Coal

How Will Japan Replace Lost Nuclear Capacity?

Thermal Coal Prices Hit by Australian Floods

China : Indonesia : Southeast Asia : Asia/Pacific : Latin America : North America : Markets : Commodities : Energy : Oil and Energy :

Rare Earths

Will WTO Ruling Change Chinese Policy on Rare Earths?

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

OPEC Oil Supply

OPEC Decorum: Production Ceiling Agreed at 30 Million Barrels

How Much Can We Trust Oil Reserve Statistics?

Gulf Cooperation Council : Saudi Arabia : Asia/Pacific : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil : Oil and Energy :

Alternative Energy

U.S. and UK Move Forward on Nuclear

U.S. Ethanol Exports Soaring

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

Russia's FX Reserves: Diversifying from the Dollar?

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

Steel Markets

Where Are Steel Prices Headed?

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

Base Metals

Copper Prices Rise on Warehouse Delivery Orders

Aluminum Prices: Will Supply Constraints Ease with Increases in Load Rates?

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

China: Fiscal Policy

China's Fiscal Stance in 2012: Proactive or Restrictive?

China's Local Government Debts: How Big and How Bad?

China : Northeast Asia : Asia/Pacific : Macroeconomy : Markets : Fiscal Policy : Government Bonds : Government Bonds/Interest Rates :

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 Prices

Oil Sells Off on U.S. and EZ Economy Fears

Oil Benchmarks: GSCI to Increase Brent Weighting

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

Oil Demand

Global Oil Demand Weakening; IEA and OPEC Cut Forecasts

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

Biofuel

U.S. Ethanol Exports Soaring

Greening Transport: Electric, Gas or Ethanol?

China : Northeast Asia : United States : Asia/Pacific : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Islamic Finance

Islamic Finance: How Insulated from Conventional Shocks?

Sukuk Issuance in the GCC: Is There a Recovery in Sight?

Gulf Cooperation Council : Saudi Arabia : Southeast Asia : United Arab Emirates : Asia/Pacific : Middle East and Africa : Finance and Banking : Markets : Asset Management and Portfolio Choice : Banks : Derivatives : Securitization and Structured Finance :

The 1997-1998 Asian Financial Crisis

Investment Recovery and Capital Inflows in Emerging Asia ex-Chindia?

Ten Years Later: Has Asia Learned the Right Lessons From its Financial Crisis?

Asia/Pacific : Macroeconomy : Markets : Currencies : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

G10 Currencies

Are 'Safe Havens' Back in 2010?

Canadian Dollar: Is Parity the Loonie's New Reality?

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

Oil Supply

Has Oil Production Peaked?

Will Hurricanes Pose Risks to U.S. Oil and Gas Production in 2011?

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

Natural Gas Supply

Will the U.S. Become a Major LNG Exporter?

What Are the Prospects for Shale Gas in Europe?

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

Commodity Market Regulation

Commodity Rules and Regulation: Margin Requirements Cut by U.S. Exchanges

Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Gold : Gold and Precious Metals : Industrial Metals : Oil : Oil and Energy : Other Commodities : Precious Metals :

Global Equities

Major Central Banks Cut Dollar Swap Rates to Ease EZ Funding Stress

Global Equities Gain in 2010, Raising Hopes for 2011

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

Solar

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

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Global Military Spending

Global Military Spending Still on the Rise?

China : Gulf Cooperation Council : Northeast Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Markets : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Sectors and Industries :

Portfolio Allocation

Will Infrastructure Investment Be the New Megatrend?

Debunking CAPM

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

Natural Gas Prices

Natural Gas Prices: Will There Be a Rebound?

Will Natural Gas Prices Continue to Weaken?

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

Natural Gas Demand

Are Utilities Shifting From Coal to Natural Gas?

Can Natural Gas Ease Asia's Energy Demand? China to License First Shale Gas Plots

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

Non-OPEC Oil Supply

Non-OPEC Oil Supply: Exxon Beat BP to the Russian Arctic

Canada's Oil Sands an Increasing Source of U.S. Oil Supply

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

Market Correlations

Are Hedge Funds Causing Increasing Correlation Between Asset Classes?

What is the Case for Diversifying in Increasingly Correlated Markets?

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 :

Core Government Bonds

Will JGB Yields Plateau Under 2%?

Is a Downgrade of UK Credit Ratings Likely?

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

Foreign Exchange Markets

What is the Impact of Currency Interventions in Developed Countries?

Is There a Role for Gold in the International Monetary System?

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

Argentina: Key Sectors

Argentina Takes Control of Repsol-YPF

Argentina : United Kingdom : Europe : Latin America : Geostrategy : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Oil and Energy :

Silver Markets

Silver Prices Make a Strong Recovery in Q1

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

Gold Markets

Gold Prices Tumble on U.S. Dollar Strength

Central Bank Buying Offers Gold Support

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

Platinum Group Metals (PGMs)

Will Platinum and Palladium Continue to Rise?

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

Grain Markets

Corn Prices High as La Nina Returns

Wheat Prices: More Supply than Demand

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

Agricultural Supply

How Does Climate Change Affect Food Prices?

Is the Demand for Fertilizer on the Rise?

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

Soft Commodities

Cotton Prices: Will India Export Ban Provide Upside?

Sugar Prices: Could be Hit by Bumper Harvests and Weakening Demand Growth

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

Global Growth

Bleaker Outlook for Global Growth

Global PMIs Stabilize: No Sign of Strong Growth

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

Rare Earths

Will WTO Ruling Change Chinese Policy on Rare Earths?

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

OPEC Oil Supply

OPEC Decorum: Production Ceiling Agreed at 30 Million Barrels

How Much Can We Trust Oil Reserve Statistics?

Gulf Cooperation Council : Saudi Arabia : Asia/Pacific : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil : Oil and Energy :

Currency Pegs in the Baltic States

Baltic Banking Systems: Will Regulatory Changes Impede Future Bank Lending?

Latvian Politics: More Coalition Blues, Majority Lost as Six Members Defect

Baltics : Eurozone : Europe : Frontier Markets : Macroeconomy : Markets : Currencies :

Sovereign Risk in the Eurozone

EU Summit: Leaders Sign the New Fiscal Compact Treaty

Spanish 10y Bond Yields Rise Above 6%, Again

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

Alternative Energy

U.S. and UK Move Forward on Nuclear

U.S. Ethanol Exports Soaring

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Central Asia: Energy Sector

Cracks Appearing in Kazakhstan's Political Scene?

Has Azerbaijan's Energy Sector Peaked?

Commonwealth of Independent States : Emerging Europe and CIS : Russia, CIS and the Caucasus : Europe : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Natural Gas : Oil : Oil and Energy :

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

Russia's FX Reserves: Diversifying from the Dollar?

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

Livestock and Dairy

Livestock Markets: Tightening Grain Supplies Could Lead to Price Increases

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

Eurozone: The Euro

What Are the Chances of an EMU Breakup?

ECB Securities Markets Program: Push for Permanent Fiscal Solution via EFSF

Eurozone : Europe : North America : Markets : Currencies :

Steel Markets

Where Are Steel Prices Headed?

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

Base Metals

Copper Prices Rise on Warehouse Delivery Orders

Aluminum Prices: Will Supply Constraints Ease with Increases in Load Rates?

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

M&A in the Commodities Sector: Uranium Projects Get Go Ahead Despite Fukushima

Canada : Advanced Economies : Emerging Markets : Europe : Middle East and Africa : North America : Macroeconomy : Markets : Commodities : Energy : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

Oil Prices

Oil Sells Off on U.S. and EZ Economy Fears

Oil Benchmarks: GSCI to Increase Brent Weighting

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

Oil Demand

Global Oil Demand Weakening; IEA and OPEC Cut Forecasts

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

Russia: Energy Sector

Changes in Russian Gas Taxes Add Uncertainty

Russia's Oil Production: Is Recovery Sustainable?

Commonwealth of Independent States : Emerging Europe and CIS : Russia : Russia, CIS and the Caucasus : Europe : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Middle East: Energy Sector

Egypt Ends Gas Sales to Israel: What are the Political and Economic Spillovers?

Subsidies Backfire: Below Market Retail Prices Breed Shortages in China, Russia and UAE

Egypt : Gulf Cooperation Council : Israel : Russia : Russia, CIS and the Caucasus : United Arab Emirates : Europe : Middle East and Africa : Geostrategy : Macroeconomy : Markets : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Natural Gas : Oil and Energy : Sectors and Industries :

G10 Currencies

Are 'Safe Havens' Back in 2010?

Canadian Dollar: Is Parity the Loonie's New Reality?

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

Oil Supply

Has Oil Production Peaked?

Will Hurricanes Pose Risks to U.S. Oil and Gas Production in 2011?

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

Natural Gas Supply

Will the U.S. Become a Major LNG Exporter?

What Are the Prospects for Shale Gas in Europe?

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

Commodity Market Regulation

Commodity Rules and Regulation: Margin Requirements Cut by U.S. Exchanges

Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Gold : Gold and Precious Metals : Industrial Metals : Oil : Oil and Energy : Other Commodities : Precious Metals :

Global Equities

Major Central Banks Cut Dollar Swap Rates to Ease EZ Funding Stress

Global Equities Gain in 2010, Raising Hopes for 2011

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

Solar

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

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

European Equities

European Equities' Performance Diverges in 2010: What Will 2011 Bring?

German Stocks Lead European Bourses

Europe : Markets : Equity :

Global Military Spending

Global Military Spending Still on the Rise?

China : Gulf Cooperation Council : Northeast Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Markets : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Sectors and Industries :

Dark Liquidity Pools

The 'Flash Crash' of May 6: SEC Releases Final Report

'Flash Orders' and 'Naked Access' :Rules Open to Interpretation

United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equity : Nonbank Intermediaries :

Portfolio Allocation

Will Infrastructure Investment Be the New Megatrend?

Debunking CAPM

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

Eurozone: Government Bonds

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

EU Governance: First Macro-Surveillance Report Under Six-Pack Legislation

Eurozone : Europe : Markets : Government Bonds : Government Bonds/Interest Rates :

Natural Gas Prices

Natural Gas Prices: Will There Be a Rebound?

Will Natural Gas Prices Continue to Weaken?

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

Natural Gas Demand

Are Utilities Shifting From Coal to Natural Gas?

Can Natural Gas Ease Asia's Energy Demand? China to License First Shale Gas Plots

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

Currency Intervention in Developed Countries

Should the UK Join the EMU?

United Kingdom : Europe : Markets :

Non-OPEC Oil Supply

Non-OPEC Oil Supply: Exxon Beat BP to the Russian Arctic

Canada's Oil Sands an Increasing Source of U.S. Oil Supply

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

Market Correlations

Are Hedge Funds Causing Increasing Correlation Between Asset Classes?

What is the Case for Diversifying in Increasingly Correlated Markets?

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 :

Core Government Bonds

Will JGB Yields Plateau Under 2%?

Is a Downgrade of UK Credit Ratings Likely?

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

Foreign Exchange Markets

What is the Impact of Currency Interventions in Developed Countries?

Is There a Role for Gold in the International Monetary System?

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

Venezuela: Key Sectors

What is the Role of PdVSA in the Venezuelan President's Agenda?

Where Do Foreign Oil Companies Stand in Venezuela?

Venezuela : Latin America : Geostrategy : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Natural Gas : Oil : Oil and Energy :

Chile: External Accounts

How Will the Eurozone Crisis affect the Latin American Financial System?

The Chilean Peso: An Interesting Mix of Forces

Chile : Latin America : Macroeconomy : Markets : Capital Flows, FDIs, Capital Controls : Currencies : Current Account : Trade and External Balance :

Argentina: Key Sectors

Argentina Takes Control of Repsol-YPF

Argentina : United Kingdom : Europe : Latin America : Geostrategy : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Oil and Energy :

Mexico: Key Sectors

Will Incentive-Based Service Contracts Increase Mexican Oil Production?

U.S. Manufacturing Surveys Point to Weaker Activity in Early May

Mexico : Latin America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Mexico: External Accounts

Are Mexico's External Accounts Improving? What About Export Diversification?

New Intervention Mechanism for the Mexican Peso: How Much Will Mexico Defend Its Currency?

Mexico : Emerging Markets : Latin America : Macroeconomy : Markets : Currencies : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Brazil: Key Sectors

What Will the Libra Oil Discovery Mean for Petrobras?

Can Brazil's Infrastructure Handle the World Cup and the Olympic Games?

Brazil : Emerging Markets : Latin America : Markets : Commodities : Energy : Natural Gas : Oil : Oil and Energy :

Brazil: Domestic Demand

Brazil: Labor Market Remains Tight Despite Economic Deceleration

Will Brazil Continue Using Public Credit to Fuel Growth?

Brazil : Latin America : Macroeconomy : Markets : Labor Markets and Productivity :

Silver Markets

Silver Prices Make a Strong Recovery in Q1

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

Gold Markets

Gold Prices Tumble on U.S. Dollar Strength

Central Bank Buying Offers Gold Support

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

Platinum Group Metals (PGMs)

Will Platinum and Palladium Continue to Rise?

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

Grain Markets

Corn Prices High as La Nina Returns

Wheat Prices: More Supply than Demand

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

Agricultural Supply

How Does Climate Change Affect Food Prices?

Is the Demand for Fertilizer on the Rise?

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

Soft Commodities

Cotton Prices: Will India Export Ban Provide Upside?

Sugar Prices: Could be Hit by Bumper Harvests and Weakening Demand Growth

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

Peru: Equity Markets

How Will the Eurozone Crisis affect the Latin American Financial System?

Peru: Lima’s Stock Exchange and the IGBVL—How High Can the Index Go?

Colombia : Peru : Latin America : Finance and Banking : Markets : Currencies : Derivatives : Equity :

Coal

How Will Japan Replace Lost Nuclear Capacity?

Thermal Coal Prices Hit by Australian Floods

China : Indonesia : Southeast Asia : Asia/Pacific : Latin America : North America : Markets : Commodities : Energy : Oil and Energy :

Rare Earths

Will WTO Ruling Change Chinese Policy on Rare Earths?

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

OPEC Oil Supply

OPEC Decorum: Production Ceiling Agreed at 30 Million Barrels

How Much Can We Trust Oil Reserve Statistics?

Gulf Cooperation Council : Saudi Arabia : Asia/Pacific : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil : Oil and Energy :

The Organization of the Petroleum Exporting Countries (OPEC)

How Well Are OPEC Members Complying with Cuts?

Overspending Oil Exporters

Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Venezuela : Latin America : Middle East and Africa : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : International Organizations : Oil and Energy :

Mexico's Bolsa

Mexico's Stock Exchange and its IPC Index

Fed Swap Line and Banxico's Role in the FX Market

Mexico : Latin America : Markets : Equity :

Alternative Energy

U.S. and UK Move Forward on Nuclear

U.S. Ethanol Exports Soaring

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Brazil: The Brazilian Markets

The Brazilian Market: A Look at the Bovespa

Brazil : Latin America : Macroeconomy : Markets : Currencies : Equity : Growth Outlook and Business Cycle :

Colombia: Equity Markets

Colombia's Credit Rating Upgraded

What Is the Outlook for the Integrated Latin American Market?

Colombia : Latin America : Markets : Currencies : Equity :

Steel Markets

Where Are Steel Prices Headed?

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

Base Metals

Copper Prices Rise on Warehouse Delivery Orders

Aluminum Prices: Will Supply Constraints Ease with Increases in Load Rates?

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : World : Markets : Commodities : Industrial 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 Prices

Oil Sells Off on U.S. and EZ Economy Fears

Oil Benchmarks: GSCI to Increase Brent Weighting

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

Oil Demand

Global Oil Demand Weakening; IEA and OPEC Cut Forecasts

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

Oil Supply

Has Oil Production Peaked?

Will Hurricanes Pose Risks to U.S. Oil and Gas Production in 2011?

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

Commodity Market Regulation

Commodity Rules and Regulation: Margin Requirements Cut by U.S. Exchanges

Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Gold : Gold and Precious Metals : Industrial Metals : Oil : Oil and Energy : Other Commodities : Precious Metals :

Solar

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

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Portfolio Allocation

Will Infrastructure Investment Be the New Megatrend?

Debunking CAPM

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

Venezuela: Bond Markets

How Much Public Debt Will Venezuela Issue? Can the Market Handle It?

Venezuela : Latin America : Markets : Government Bonds : Government Bonds/Interest Rates :

Natural Gas Demand

Are Utilities Shifting From Coal to Natural Gas?

Can Natural Gas Ease Asia's Energy Demand? China to License First Shale Gas Plots

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

Non-OPEC Oil Supply

Non-OPEC Oil Supply: Exxon Beat BP to the Russian Arctic

Canada's Oil Sands an Increasing Source of U.S. Oil Supply

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

Market Correlations

Are Hedge Funds Causing Increasing Correlation Between Asset Classes?

What is the Case for Diversifying in Increasingly Correlated Markets?

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 :

Uruguay: Bond Markets

Will Uruguay Achieve Investment Grade?

Uruguay : Latin America : Markets : Government Bonds : Government Bonds/Interest Rates :

Core Government Bonds

Will JGB Yields Plateau Under 2%?

Is a Downgrade of UK Credit Ratings Likely?

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

Foreign Exchange Markets

What is the Impact of Currency Interventions in Developed Countries?

Is There a Role for Gold in the International Monetary System?

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

Petrodollars

Where are Petrodollars Now? Funnelled into Domestic Projects?

United States : Latin America : Middle East and Africa : North America : Markets : Currencies : FX Reserves and Sovereign Wealth :

Energy Supply Chokepoints and Vulnerabilities

Chokepoints in the Global Oil Market

Energy Shortages Hampering Growth in Sub-Saharan Africa

Asia/Pacific : Middle East and Africa : Geostrategy : Markets : Defense Policy and Terrorism : Energy Security and Policy : Oil : Oil and Energy :

Silver Markets

Silver Prices Make a Strong Recovery in Q1

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

Gold Markets

Gold Prices Tumble on U.S. Dollar Strength

Central Bank Buying Offers Gold Support

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

Platinum Group Metals (PGMs)

Will Platinum and Palladium Continue to Rise?

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

Grain Markets

Corn Prices High as La Nina Returns

Wheat Prices: More Supply than Demand

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

Agricultural Supply

How Does Climate Change Affect Food Prices?

Is the Demand for Fertilizer on the Rise?

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

Rare Earths

Will WTO Ruling Change Chinese Policy on Rare Earths?

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

Africa’s Expanding Middle Class

SSA Consumer Market Dented By Inflation?

South Africa’s Banking Sector: Relatively Healthy Checkup

Sub-Saharan Africa : Middle East and Africa : Geostrategy : Macroeconomy : Markets : Demographics : Growth Outlook and Business Cycle : Sectors and Industries :

Botswana: Economic Profile

Botswana: Diamonds Still Brightening the Growth Outlook?

Sub-Saharan Africa : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Growth Outlook and Business Cycle : Other Commodities :

Africa's Resources

Mozambique: Gas and Coal Drive Growth and Investment

Coup in Niger: Uranium Market Implications?

Sub-Saharan Africa : Middle East and Africa : Markets : Commodities : Energy : Oil and Energy : Other Commodities :

Sub-Saharan Africa Currency Trends

Will Nigeria's Aggressive Hike Support the Naira?

South Africa : Sub-Saharan Africa : Emerging Markets : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Currencies : Monetary Policy and Inflation :

OPEC Oil Supply

OPEC Decorum: Production Ceiling Agreed at 30 Million Barrels

How Much Can We Trust Oil Reserve Statistics?

Gulf Cooperation Council : Saudi Arabia : Asia/Pacific : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil : Oil and Energy :

GCC: Exchange Rate Regimes

GCC Monetary Union: Will Euro Crisis Delay the Launch of a Single Currency?

Gulf Cooperation Council : Saudi Arabia : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Currencies : Energy Security and Policy : Monetary Policy and Inflation :

The Organization of the Petroleum Exporting Countries (OPEC)

How Well Are OPEC Members Complying with Cuts?

Overspending Oil Exporters

Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Venezuela : Latin America : Middle East and Africa : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : International Organizations : Oil and Energy :

Saudi Arabia: Energy Sector

Is Saudi Arabia Still the Central Bank of Oil?

The GCC's Quest for Gas

Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Natural Gas : Oil : Oil and Energy :

Zambia: Economic Profile

Zambia’s Economy: Will Sata Bring Continued Resilience in 2012?

Sub-Saharan Africa : Middle East and Africa : Macroeconomy : Markets : Growth Outlook and Business Cycle :

Alternative Energy

U.S. and UK Move Forward on Nuclear

U.S. Ethanol Exports Soaring

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

Russia's FX Reserves: Diversifying from the Dollar?

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

GCC: Equities

UAE Equity Markets: Will 2012 Bring EM Status?

Arab Spring Turns to Stalemate?

Egypt : Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Markets : Equity :

Iran: Energy Sector

Subsidy Phase-Out Costing Iran Dearly

Iranians Give Up on LNG Exports

Middle East and Africa : Geostrategy : Markets : Commodities : Defense Policy and Terrorism : Energy : Energy Security and Policy : Foreign Policy and Geostrategic Risks : Natural Gas : Nuclear Proliferation : Oil : Oil and Energy :

Iran: Reserves and Foreign Assets

How Has Iran Spent its Oil Revenue? Tracking the Stabilization Fund's Assets

Middle East and Africa : Macroeconomy : Markets : FX Reserves and Sovereign Wealth :

Steel Markets

Where Are Steel Prices Headed?

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

Base Metals

Copper Prices Rise on Warehouse Delivery Orders

Aluminum Prices: Will Supply Constraints Ease with Increases in Load Rates?

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

Oil and Gas Sector

M&A in the Commodities Sector: Uranium Projects Get Go Ahead Despite Fukushima

Canada : Advanced Economies : Emerging Markets : Europe : Middle East and Africa : North America : Macroeconomy : Markets : Commodities : Energy : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

Oil Prices

Oil Sells Off on U.S. and EZ Economy Fears

Oil Benchmarks: GSCI to Increase Brent Weighting

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

Oil Demand

Global Oil Demand Weakening; IEA and OPEC Cut Forecasts

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

Sub-Saharan Africa: Asset Markets

Sub-Saharan Africa's Slow Return to Global Markets

Sub-Saharan Africa : Middle East and Africa : Markets :

Nigeria: Energy Sector

Nigeria: SWF and PIB Advancement, Bongo Spill Setback

Will Renewed Violence in the Niger Delta Impair Oil Output?

Sub-Saharan Africa : Middle East and Africa : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil : Oil and Energy :

Dubai's Debts

Dubai World's Debt Restructuring Easing a Cloud Over Dubai?

How Strong are UAE (and GCC) Insolvency Regulations?

Gulf Cooperation Council : United Arab Emirates : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Current Account : FX Reserves and Sovereign Wealth : Government Bonds : Government Bonds/Interest Rates : Trade and External Balance :

Islamic Finance

Islamic Finance: How Insulated from Conventional Shocks?

Sukuk Issuance in the GCC: Is There a Recovery in Sight?

Gulf Cooperation Council : Saudi Arabia : Southeast Asia : United Arab Emirates : Asia/Pacific : Middle East and Africa : Finance and Banking : Markets : Asset Management and Portfolio Choice : Banks : Derivatives : Securitization and Structured Finance :

Middle East: Energy Sector

Egypt Ends Gas Sales to Israel: What are the Political and Economic Spillovers?

Subsidies Backfire: Below Market Retail Prices Breed Shortages in China, Russia and UAE

Egypt : Gulf Cooperation Council : Israel : Russia : Russia, CIS and the Caucasus : United Arab Emirates : Europe : Middle East and Africa : Geostrategy : Macroeconomy : Markets : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Natural Gas : Oil and Energy : Sectors and Industries :

Oil Supply

Has Oil Production Peaked?

Will Hurricanes Pose Risks to U.S. Oil and Gas Production in 2011?

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

Natural Gas Supply

Will the U.S. Become a Major LNG Exporter?

What Are the Prospects for Shale Gas in Europe?

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

Commodity Market Regulation

Commodity Rules and Regulation: Margin Requirements Cut by U.S. Exchanges

Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Gold : Gold and Precious Metals : Industrial Metals : Oil : Oil and Energy : Other Commodities : Precious Metals :

Solar

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

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

MENA: Bond Market

MENA Bond Issuance Down in 2010: What Scope for 2011?

Bahrain's Fiscal Position Buoyed by Regional Support

Egypt : Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Capital Flows, FDIs, Capital Controls : Government Bonds : Government Bonds/Interest Rates : Trade and External Balance :

Israel: The Shekel (currency)

Israel Removes Short-Term Debt Incentives to Staunch Hot Money

Israel : Middle East and Africa : Markets : Currencies :

Global Military Spending

Global Military Spending Still on the Rise?

China : Gulf Cooperation Council : Northeast Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Markets : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Sectors and Industries :

Natural Gas Prices

Natural Gas Prices: Will There Be a Rebound?

Will Natural Gas Prices Continue to Weaken?

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

Natural Gas Demand

Are Utilities Shifting From Coal to Natural Gas?

Can Natural Gas Ease Asia's Energy Demand? China to License First Shale Gas Plots

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

Non-OPEC Oil Supply

Non-OPEC Oil Supply: Exxon Beat BP to the Russian Arctic

Canada's Oil Sands an Increasing Source of U.S. Oil Supply

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

Market Correlations

Are Hedge Funds Causing Increasing Correlation Between Asset Classes?

What is the Case for Diversifying in Increasingly Correlated Markets?

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 :

Foreign Exchange Markets

What is the Impact of Currency Interventions in Developed Countries?

Is There a Role for Gold in the International Monetary System?

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

Petrodollars

Where are Petrodollars Now? Funnelled into Domestic Projects?

United States : Latin America : Middle East and Africa : North America : Markets : Currencies : FX Reserves and Sovereign Wealth :

CIS Currency Trends

Ukraine's President Vetoes New Tax Code Amid Protests

Russia, CIS and the Caucasus : Middle East and Africa : Markets : Currencies :

Silver Markets

Silver Prices Make a Strong Recovery in Q1

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

Gold Markets

Gold Prices Tumble on U.S. Dollar Strength

Central Bank Buying Offers Gold Support

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

Platinum Group Metals (PGMs)

Will Platinum and Palladium Continue to Rise?

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

Grain Markets

Corn Prices High as La Nina Returns

Wheat Prices: More Supply than Demand

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

Agricultural Supply

How Does Climate Change Affect Food Prices?

Is the Demand for Fertilizer on the Rise?

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

Soft Commodities

Cotton Prices: Will India Export Ban Provide Upside?

Sugar Prices: Could be Hit by Bumper Harvests and Weakening Demand Growth

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

Global Growth

Bleaker Outlook for Global Growth

Global PMIs Stabilize: No Sign of Strong Growth

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

United States: Oil Production and Supply

U.S. Energy Policy: Keystone Partially Kicked Down the Road

What is the Future of Alaskan Oil Supply?

United States : North America : Geostrategy : Markets : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Foreign and Domestic Political Risk : Oil : Oil and Energy :

Coal

How Will Japan Replace Lost Nuclear Capacity?

Thermal Coal Prices Hit by Australian Floods

China : Indonesia : Southeast Asia : Asia/Pacific : Latin America : North America : Markets : Commodities : Energy : Oil and Energy :

Rare Earths

Will WTO Ruling Change Chinese Policy on Rare Earths?

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

Canada: The Canadian Dollar

Canadian Dollar: Is Parity the Loonie's New Reality?

The Recurring Debate on Pegging the Loonie to the Greenback

Canada : North America : Macroeconomy : Markets : Currencies : Monetary Policy and Inflation :

OPEC Oil Supply

OPEC Decorum: Production Ceiling Agreed at 30 Million Barrels

How Much Can We Trust Oil Reserve Statistics?

Gulf Cooperation Council : Saudi Arabia : Asia/Pacific : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil : Oil and Energy :

Canada: Equity Markets

Does Canada Need a National Securities Regulator?

Canada : North America : Markets : Equity :

Petroleum Distillates

Refiners Squeezed On Multiple Fronts

U.S. Oil Inventories Draw Down; Gasoline Inventories Build Slightly

North America : Markets : Commodities : Energy : Oil : Oil and Energy :

Alternative Energy

U.S. and UK Move Forward on Nuclear

U.S. Ethanol Exports Soaring

Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

Russia's FX Reserves: Diversifying from the Dollar?

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

Livestock and Dairy

Livestock Markets: Tightening Grain Supplies Could Lead to Price Increases

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

Eurozone: The Euro

What Are the Chances of an EMU Breakup?

ECB Securities Markets Program: Push for Permanent Fiscal Solution via EFSF

Eurozone : Europe : North America : Markets : Currencies :

Steel Markets

Where Are Steel Prices Headed?

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

Base Metals

Copper Prices Rise on Warehouse Delivery Orders

Aluminum Prices: Will Supply Constraints Ease with Increases in Load Rates?

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

United States: Climate Change Policy

EPA Rulings on CO2: Is Regulation the Right Answer?

What Scope for U.S.–China Climate Cooperation?

United States : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

United States: Corporate Bonds

Investment-Grade Bonds: How Sustainable Is the Rally?

Risk Aversion Hits the Corporate Bond Market

United States : Advanced Economies : North America : Markets : Corporate Bonds and Leveraged Loans : Credit : Money Markets :

Oil and Gas Sector

M&A in the Commodities Sector: Uranium Projects Get Go Ahead Despite Fukushima

Canada : Advanced Economies : Emerging Markets : Europe : Middle East and Africa : North America : Macroeconomy : Markets : Commodities : Energy : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

Oil Prices

Oil Sells Off on U.S. and EZ Economy Fears

Oil Benchmarks: GSCI to Increase Brent Weighting

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

Global Monetary System

Could the SDR Play a Larger Role in the International Monetary System?

Is There a Role for Gold in the International Monetary System?

United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Government Bonds/Interest Rates : Monetary Policy and Inflation :

The U.S. Municipal Bond Market

US Municipal Bonds:Jefferson County Bankrupt

Build America Bonds: Treasury Estimates $20 Billion Savings for Issuers

North America : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :

Oil Demand

Global Oil Demand Weakening; IEA and OPEC Cut Forecasts

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

Biofuel

U.S. Ethanol Exports Soaring

Greening Transport: Electric, Gas or Ethanol?

China : Northeast Asia : United States : Asia/Pacific : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

United States: Equities

U.S. Equities Rally as 2011 Outlook Improves

S&P 500 Q4 2010 Earnings: Another Strong Season?

United States : North America : Markets : Equity :

Canada: Energy Sector

Resources Driving Foreign Investment to Canada?

More Tests for Canada's Foreign Investment Review Process?

Canada : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Natural Gas : Oil : Oil and Energy :

G10 Currencies

Are 'Safe Havens' Back in 2010?

Canadian Dollar: Is Parity the Loonie's New Reality?

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

Oil Supply

Has Oil Production Peaked?

Will Hurricanes Pose Risks to U.S. Oil and Gas Production in 2011?

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

Natural Gas Supply

Will the U.S. Become a Major LNG Exporter?

What Are the Prospects for Shale Gas in Europe?

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

Commodity Market Regulation

Commodity Rules and Regulation: Margin Requirements Cut by U.S. Exchanges

Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Gold : Gold and Precious Metals : Industrial Metals : Oil : Oil and Energy : Other Commodities : Precious Metals :

Global Equities

Major Central Banks Cut Dollar Swap Rates to Ease EZ Funding Stress

Global Equities Gain in 2010, Raising Hopes for 2011

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

Solar

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

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

United States: U.S. Dollar Long-Term

Russia's FX Reserves: Diversifying from the Dollar?

Is the Reduced U.S. Home Bias a Cause or Consequence of USD Weakness?

United States : North America : Markets : Currencies :

High-Yield Bonds and Distressed Debt

High-Yield Bonds Back at Par: Where to Go from Here?

United States : Advanced Economies : North America : Markets : Corporate Bonds and Leveraged Loans : Credit : Nonbank Intermediaries :

Economic Impact of Oil

Will High Oil Prices Hurt Global Growth?

Does Asian Countries' Cutting Fuel Prices Signal Shifting to More Market Prices?

Advanced Economies : Emerging Markets : Frontier Markets : North America : Macroeconomy : Markets : Commodities : Energy : Growth Outlook and Business Cycle : Oil : Oil and Energy : Systemic Risk, Vulnerabilities and Asset Bubbles :

Global Military Spending

Global Military Spending Still on the Rise?

China : Gulf Cooperation Council : Northeast Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Markets : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Sectors and Industries :

Dark Liquidity Pools

The 'Flash Crash' of May 6: SEC Releases Final Report

'Flash Orders' and 'Naked Access' :Rules Open to Interpretation

United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equity : Nonbank Intermediaries :

Portfolio Allocation

Will Infrastructure Investment Be the New Megatrend?

Debunking CAPM

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

United States: U.S. Dollar Short-Term

What Is the Short-Term Outlook for the U.S. Dollar?

How Will U.S. Protectionism Affect the U.S. Dollar?

United States : North America : Markets : Currencies :

Natural Gas Prices

Natural Gas Prices: Will There Be a Rebound?

Will Natural Gas Prices Continue to Weaken?

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

Natural Gas Demand

Are Utilities Shifting From Coal to Natural Gas?

Can Natural Gas Ease Asia's Energy Demand? China to License First Shale Gas Plots

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

Non-OPEC Oil Supply

Non-OPEC Oil Supply: Exxon Beat BP to the Russian Arctic

Canada's Oil Sands an Increasing Source of U.S. Oil Supply

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

Market Correlations

Are Hedge Funds Causing Increasing Correlation Between Asset Classes?

What is the Case for Diversifying in Increasingly Correlated Markets?

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 :

Core Government Bonds

Will JGB Yields Plateau Under 2%?

Is a Downgrade of UK Credit Ratings Likely?

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

Foreign Exchange Markets

What is the Impact of Currency Interventions in Developed Countries?

Is There a Role for Gold in the International Monetary System?

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

Petrodollars

Where are Petrodollars Now? Funnelled into Domestic Projects?

United States : Latin America : Middle East and Africa : North America : Markets : Currencies : FX Reserves and Sovereign Wealth :