The boost to economic activity from the further plunge in oil prices and decline in 10-year Treasury yields since late last year will more than offset any additional drag from the further rise in the...

The latest fall in crude oil prices means that headline CPI inflation will drop below zero in January and could remain in negative territory for most of the year. Nevertheless, this bout of deflation...

Our macro forecasts for this year turned out to be broadly correct, with GDP growth accelerating,the unemployment rate falling further and the Fed winding down its asset purchase programme.Our big...

The FOMC statement issued today had something for everyone but, on balance, it does not dissuade us that unexpectedly strong employment growth over the next few months could still prompt the Fed to...