The Fed's latest Senior Loan Officer Survey (SLOS) reveals an encouraging bounce back in demand for business loans, which suggests that investment growth could accelerate over the first half of this...

Consumer confidence may be as much as 20 points lower than otherwise due to the effects of the payroll tax hike. But as long as employment continues to rise, gasoline prices don’t increase too much...

Even after taking a step back and looking at the bigger picture, we still don’t believe that the fall in GDP in the fourth quarter is much of a concern. Contractions in government spending and...

The mixed messages in January's labour market report underline how hard it is for the financial markets to gauge exactly what the Fed means by its loosely defined pledge, to continue with its...