Headline labour market indicators continue to outperform our expectations,with the recoveries in employment growth and participation ahead of...

The US Recovery Tracker fell 0.6ppts in late October, a third successive drop to the lowest level in 10 weeks. A dangerous cocktail of surging...

Our Fixed Income Focus looks at how post-election volatility has left yields lower and stocks higher. As the reflation trade unwound, the Treasury...

Joe Biden’s victory in the US presidential election will not materially change the growth trajectory for the US and the global economy....

Although the US election results have not triggered a significant change to our assessment of the US or global economic outlook for 2021, double...

Our Weekly Economic Briefing examines how the policy gridlock ahead means a renewed focus on fundamentals. Real-time data is sobering, with...

Our Fixed Income Focus looks at a lethargic Treasury trade persisting despite equity losses. Bonds led Treasury yields lower, but the...

Life was breathed back into negotiations over another fiscal package this week, with both Treasury Secretary Mnuchin and House Speaker Pelosi...

Initial jobless claims for regular state benefits rose 4,000 to 870,000 in the week ended September 19, painting a picture of a labor market...

The US Recovery Tracker slowed to a crawl in the week ended Sept. 11. Despite relatively encouraging news on the health front, the deterioration...