The Chinese economy appears to be heading for a soft landing, but any support for global commodity prices is likely to be short-lived.

The markets have swung too far from worrying about deflation towards worrying about inflation. To be sure, inflation will be higher than otherwise over the next few months as a result of the recent...

The G20 Summit was always likely to be an exercise in damage limitation and in that respect it successfully papered over the many cracks between the positions of participants, at least for a few hours...

Asset prices of all types have surged following the announcement of additional QE from the US Fed, raising concerns about bubbles. The focus of these concerns has typically been on financial markets...