Corporate America has been masquerading as a major “foreign” investor in US government bonds in recent years. This Focus considers whether its healthy appetite will continue and anchor Treasury yields...

We do not think that the recent dip in emerging market (EM) currencies and equities signals the start of a larger downturn in their fortunes.

Risky asset markets took the Fed’s unexpectedly-hawkish tone on Wednesday in their stride. We think that they will remain resilient over the next year and a half or so, even though we forecast that...

We have revised some of our key market forecasts for currencies, bonds and equities, partly because we no longer expect the FOMC to raise its target range for the federal funds rate again this year.