Even a further rise in the dollar above its current four-year high won’t prevent a period of higher inflation and stronger GDP growth. It would be odd to conclude that the dollar will significantly...

The latest NFIB small business and JOLTS surveys indicate that the disappointing gain in payroll employment in August was just a blip rather than the start of a major slowdown. What’s more, the...

We’re not convinced that equity prices will continue to boost consumer confidence, but an acceleration in wage growth should allow confidence to rise further above its long run average.

Last week was the best of times and the worst of times. Just as it looked as though the US recoverywas finally moving into a higher gear, as credit conditions eased and the fiscal drag faded, the142...