We continue to expect oil prices to fall back towards $60 per barrel (pb) by the end of next year as the dollar recovers and global demand ultimately disappoints, even though this would take them...

The dollar’s slide is a welcome boost for US companies. A weaker currency not only allows exporters to gain market share and boost their margins, but also benefits those firms selling goods at home...

The recent strength in the prices of industrial metals and oil has revived talk of a “super-cycle” for these commodities where strong demand from emerging economies drives a multi-year bull market. We...

The yield on 5-year US Treasury Inflation Protected Securities (TIPS) has tumbled to a record low of minus 0.5%. It could fall even further if the yield on 5-year conventional Treasuries continues to...