Friday’s $11 jump in the price of a barrel of crude provides the clearest evidence yet that the oil market is increasingly detached from fundamentals. We are raising our assumptions for the future...

Fed Chairman Bernanke’s comments yesterday on the inflationary impact of the weaker dollar have been widely interpreted as signalling a turning point in the central bank's attitude to the currency. We...

Many commentators have begun to argue that markets are increasingly complacent about the outlook for global inflation and that the widespread increase in government bond yields last month is therefore...

The trend among Asian countries towards cutting fuel subsidies will increase the sensitivity of demand to higher global oil prices and make it less likely that the recent surge in the cost of crude...