Private sector debt growth accelerated in the second quarter, as both household and business borrowing increased at a healthy pace. Nevertheless, debt growth is still running at a slower pace than...

Even though the dollar has recently risen to a four-year high, other developments mean that overall financial conditions are supporting the economy by more than they were earlier in the year. As such...

Although the Fed opted to keep the language in the FOMC statement that there will be a "considerable time" between the end of the asset purchases in October and the first rate hike, we suspect that...

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...