Business investment enjoyed a strong resurgence last year, particularly in the second half. Our estimates imply that business investment increased by 7.5% annualised in the fourth quarter, the biggest...

Our forecast that GDP growth will accelerate to 2.5% next year is boringly in line with the consensus. Given the constellation of positive factors boosting economic growth, however, it’s hard to be...

The Republicans' long-awaited tax reform bill, which looks set to be signed into law this week, represents the first major legislative victory for President Donald Trump and should provide a modest...

The subdued November CPI figures and the news that the Fed left its inflation and interest rate projections unchanged triggered a mini-rally in the bond markets, but arguably investors should be...