Weaker global growth and the stronger dollar will cause a marked slowdown in US export growth this year. Alongside the domestic headwinds from the fading fiscal stimulus and tighter monetary policy...

With financial markets rebounding this week and the incoming domestic activity data relatively strong, we still expect the “patient” Fed to raise interest rates this year. But core PCE inflation looks...

There is a clear possibility that, as in early 2016, slowing global growth and further weakness in financial markets will prompt the Fed to abandon its plans to continue hiking interest rates. With...

The slowdown in narrow money growth to a 10-year low in November is nothing to fear because it mainly reflects a shift in the portfolio demand for money. With broad money and bank loans expanding at a...