Our central view is that London’s dominance of Europe’s financial services sector is not hugely threatened by the failure to include the sector in...

The focus of next week’s FOMC policy meeting will be Chairman Powell’s press conference. We look for Powell to present a more optimistic, but...

The coronavirus crisis pushed eurozone inflation to a four-year low of 0.3% in 2020. We expect it to rise to 1.2% this year, but primarily due to...

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