The US stock market has now bounced back from a recent wobble. However, with the S&P 500 around a record high, it is still worth asking when the next significant and sustained correction might...

We doubt that the fall in the dollar seen in the past few weeks will continue, especially as we think that the Fed will tighten by more than most anticipate next year.

It is tempting to attribute the 20% surge in the S&P 500 since the US elections last November to the prospect of tax reform. But while this may have played a role, it does not appear to have been the...

We think that Central and Eastern European (CEE) currencies and the euro will weaken against the dollar next year. But we judge that CEE currencies will fall by less, given the prospects for monetary...