The GDP data due next week are likely to show the economy expanding at a solid pace in the second quarter. Uncertainty over trade policy appears to be worrying some firms but, with little sign so far...

The Fed’s preference is to stick to the balance sheet normalisation plan it drew up last year, but we think a sharp economic slowdown will prompt the Fed to halt its balance sheet run-off in 2020. In...

The recent flattening of the Treasury yield curve appears to have been driven partly by structural forces, but this time is rarely different and when the yield curve inverts, an economic slowdown...

The financial markets will have one eye on President Donald Trump’s summit with Russian President Vladimir Putin next week, but Fed Chair Jerome Powell’s semi-annual congressional testimony is likely...