We are forecasting that the Fed will be a bit more hawkish this year than the markets appear to be envisaging. In our view, the US economy, which is already close to full capacity, will start to slow...

It is possible that there will be very little reaction in the Treasury market after the end of the FOMC meeting today. After all, the implied probability of a 25bp rate hike has been close to 100% for...

We think that investors are still underestimating the extent to which the Fed will tighten policy next year. As a result, we forecast that the dollar and Treasury yields will rise in 2018. We don’t...

A couple of years ago, worries about China caused the last major correction in stock markets around the world. With the MSCI China Index plunging recently, could something similar be around the corner...