We are revising up our forecasts for the 10-year Treasury yield for three key reasons. The first relates to the outlook for interest rates. The second relates to compensation for uncertainty. And the...

The Trumponomics of the future may resemble the Reaganomics of the past, by being characterised by looser fiscal and tighter monetary policies. With this in mind, how is the performance of the US...

Although we expect the US dollar to continue to strengthen, we doubt that it will climb as high as it did in the early 1980s. Admittedly, the Trumponomics of the future may resemble the Reaganomics of...

The backstops that have been put in place to hold the euro-zone together could limit extra upward pressure on Italian – and other euro-periphery – government bond yields if voters in Italy reject...