After raising rates yesterday, we expect the Fed to continue tightening the screws and hike by more than investors are expecting over the next couple of years. However, we think that few emerging...

We think that the outlook for monetary policy in the US and Japan is consistent with an even stronger dollar against the yen. We are therefore sticking to our forecast that the exchange rate will rise...

The strong US Employment Report for February has all but sealed the deal for an interest rate rise at this week’s FOMC meeting. Risky asset markets seem relatively unfazed by the prospect, given how...

The absence of a further sell-off in the US Treasury market so far this year has called into question our forecast that the 10-year yield will rise by a percentage point during the remainder of 2017...