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Recent data from across developed markets has confirmed that underlying inflationary trends remain soft.
We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
We may not be outright US dollar bulls, but fundamentals and quantitative valuation factors both suggest that investors are currently too negative on the currency.
Why the US dollar may not be as overvalued as you think
Armageddonists and the portfolio cost of fear, 2010-2019
Core bond yields have pushed higher since the end of October. Is the move warranted by a shift in the fundamental picture, and where could we go from here?