The crisis over the debt ceiling, the prospect of “QEternity”, and some recent evidence that foreign investors have been selling US assets have all revived talk that the dollar is facing a prolonged...

The depressed level of euro-zone aggregate corporate earnings largely reflects the weakness of the region’s economy. While we continue to think that the recovery in GDP will be unspectacular, a...

EPFR Global data reveal that ETF and mutual fund portfolio flows into emerging market (EM) equities were positive in September for the first month since February. And separate daily data from six...

The lukewarm market reaction to the end of the US government shutdown and the suspension of the debt ceiling can largely be explained by the fact that the chances of default were already assumed to be...