The slump in the price of gold to less than $1,200 per ounce on Friday forced us to take a more cautious view of the prospects for the precious metal. Nonetheless, our revised forecasts assume a bit...

Japanese investors are perhaps more likely to follow global trends than to lead them, but the Bank of Japan will help keep global monetary conditions loose even when the Fed starts to taper QE3.

There has not been much differentiation between bond markets during the recent US-led sell-off. But over time we expect local economic conditions and domestic monetary policy to play a larger role...

The recent surge in long-term US Treasury yields will certainly have raised a few eyebrows. However, if the Fed’s forthcoming approach to unwinding unconventional monetary policy stimulus bears any...