Canada continues to lead the recovery among the G7 economies after a relatively shallow recession. However, the US is only just behind, despite stumbling in Q1, and looks in better shape. Softness...

It has been suggested that one important factor keeping US Treasury yields low is the prospect of a further loosening of monetary policy by the ECB, including some form of explicit quantitative easing...

April was the first month in over a year in which there were net inflows into global ETF and mutual funds that invest in emerging market (EM) assets. Investors’ growing enthusiasm for emerging market...

Some observers appear to be concerned that the onset of US monetary tightening will drive up long-term Treasury yields via a substantial increase in “term premia”. But a new set of unofficial data...