European cities are on the road to recovery, as the improving health situation and gradual lifting of restrictions provide the foundation for a...

Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually synchronised across assets....

Inflation in advanced economies is set to rise this year to the highest rate in a decade. This has sparked fears of a shift to a high inflation...

Emerging Markets’ reputations for delivering on fiscal commitments has never been so important as it is now, given the need for medium-term...

While many commentators have been calling for a US dollar collapse, we believe the greenback will have a lot of staying power in 2021. In the wake...

After attacks on Palma in northern Mozambique in which dozens of civilians, including a South African and a Briton, lost their lives, Total pulled...

The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the tracker’s six categories. The recovery...

The sharp rise in long-term Treasury bond yields has led to widespreadspeculation that the Federal Reserve will intervene to tamp down long-term...

As financial markets started pricing in stronger US economic growth and inflation because of Joe Biden’s stimulus plan, US bond yields have risen....

Global bond yields have risen sharply over recent weeks to become more in line with fair value. Previous episodes have demonstrated that what...