We expect the dollar to regain the ground it has lost this year and to strengthen further, as interest rates and bond yields in the US climb by more than investors are anticipating.

For now, we don’t know what the US policy will be towards the dollar. If Donald Trump seriously wants a cheaper currency, the best way to achieve it might be through a multilateral agreement...

Preliminary PMIs, which were published by Markit today, suggest that growth in the world’s largest advanced economies started the year on a positive note. As such, they do nothing to change our view...

The world economy looks set to grow more rapidly this year than last. A substantial fiscal stimulus in the US will boost its growth rate, but will have only a limited impact on the rest of the world...