US inflation on a rising trend
Our outlook for US inflation and growth has brightened considerably since the start of 2018, so we have lifted our targets for both US Treasury yields and TIPS-based breakeven inflation rates. Here, we review the factors we see as contributing to the rise in US inflation and we look at the potential monetary policy response from the Federal Reserve (Fed).
Flash note on the sell-off and implications for equity allocations
Why is volatility so low?
Equities to benefit from growth, still-low interest rates
US and eurozone PMIs underscore growth prospects; UK odd one out