The consensus is that a victory for Donald Trump in next Tuesday’s presidential election would deal a lasting blow to the US stock market. Our sense, though, is that the performance of the S&P 500...

After seasonal adjustment, house prices on the Core-Logic measure jumped by 1.4% m/m in September. That reading will almost certainly be revised down next month, but even so it is clear that house...

It is often argued that asset prices have been driven up by exceptionally loose monetary policy and that they are bound to come crashing down once central banks start to raise real interest rates back...

Emerging market (EM) currencies have decoupled from broader movements in the US dollar in recent months despite a growing sense that the Fed will hike rates again before year-end. A realisation that...