us economy

The Fed is formally forecasting a couple more rate cuts, but CCI's policy rules continue to point to a higher funds rate.

Markets look strong, but risk looms as hope for a Donald Trump TACO deal collides with the threat of a destabilising Middle East shock.

A sustained energy price shock would run the risk of high inflation and recession.

The chief market strategist is bullish on EM but worried about geopolitical risk in 2026.

There's no rest for the wicked in markets these days, especially not multi-asset managers.

The Fed will probably keep interest rates unchanged next week after cutting the funds rate by 25bp to 3½–3¾% last month in a split decision.

With proxy votes curbed and ESG ratings breaking down, Trump’s crackdown pushes investors toward personalised Direct Indexing.

Jobs, earnings and fiscal easing could drive strong economic growth in the US next year.

Government shutdown halts official economic data.

The US, UK, and France face high and rising public debt, where increased defence spending will add to the problem.