We remain of the view that slower growth in the US and Chinese economies will push stock markets down sharply again this year, and prevent the yields of high-grade bonds from rising much, if at all...

Lower prices of commodities have weighed on the currencies of those countries whose fortunes depend heavily on them. Although we generally do not anticipate further large falls in prices in 2019, we...

Three big “non-consensus” calls for 2019 on our Global Markets service are i) developed market government bonds will outperform developed market equities; ii) emerging market equities won’t bottom out...

The S&P 500 has already fallen to around 2,450, a bit below our once-bearish end-2019 forecast of 2,500. This is causing us to question whether it will even end the year that high.