Although the spread between the yields of 10-year US Treasuries and German Bunds is already close to its largest since the start of European Monetary Union, we see little reason why it should not...

The decline of more than 5% in the S&P 500 since its mid-September high is unlikely to mark the beginning of a bear market. This is because bear markets typically only occur in, and around, recessions...

A stronger economy would clearly be better news for the US stock market than another recession. But it might not provide much of a boost to share prices if the labour market becomes too tight. If...

August was the fifth month in a row in which there were net inflows into global ETF and mutual funds that invest in emerging market assets. Admittedly, there was a small net outflow from funds that...