US core inflation is on the verge of returning to target, but there are widespread expectations that it will stabilise there over the next few years. How confident should investors be in this outlook?
The US might be less sensitive to interest rate increases than commonly thought.
Escalating trade tensions pose the biggest near-term risk to global growth. At what point should investors really worry?
US households have apparently been saving far more than we realised. Could this affect how much longer the economic cycle lasts?
The US Senior Loan Officer Survey is signalling low recession risk, but how reliable is this indicator?
As Trump rolls the dice with further tariffs on China, we wonder what the end game is for global growth and US monetary policy.
Yesterday, US central bank chairman Jerome Powell told rates to take a hike. While the move was widely expected, are there longer-term ramifications?