Asia sold US Treasuries hard in Feb
Treasury International Capital (TIC) flow data for February showed Asia was a big seller as Treasury yields rose...wouldn't surprise to learn that a…
US: Trump talks tough...
A travel ban for Europe and measures to support workers and businesses may help to mitigate some of the strains, but markets won’t show relief until…
US inflation softens in August
US inflation fell back slightly in August. While lower energy price inflation was largely expected, softer core prices are more surprising and suggest…
The US housing market is giving mixed signals. We think the trend remains upwards, but headwinds are increasing
Lower US inflation may help calm markets, but this drop will be temporary. Three percent inflation looks possible by summer
US surveys surge as 3% growth beckons
US jobs report - hard to argue against a March rate hike
US ISM manufacturing highlights upsides for growth
THINK Ahead: Are rate hikes pointless?
Lagarde keeps the door open for further ECB rate hikes
Bank of England poised for July rate hike on energy spike
US Fed: Subtle changes hint at upside risks to rates
Trump's "righteous mission"
US 2.6% GDP disappoints, but will rebound
US: Not to be underestimated
US Housing in 2018: From strength to strength
The US housing market looks in robust shape going into the new year and should support GDP growth in 2018
US consumers more confident despite noisy political backdrop
Consumer confidence rises again as the solid job market and rising wages outweigh the frantic political backdrop
It's all relative for the Fed
