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The yield-curve boy is crying wolf, raising recession fears. But the villagers at central banks have responded to dangers already.

The earnings season will deliver an enormous amount of newsflow. This one is shaping up to be unusually interesting. Here is a quick guide on what to expect and what to look out for from the macro perspective.

This March marks the 10-year anniversary of the longest bull market in history that has been ploughing on in the US since early March 2009. The S&P 500 Index has delivered a staggering 400% in total returns over the decade. In addition, the US economic cycle is the second longest…

Clive and Danielle take a look at performance in 2018 and explain why they’re looking ahead with optimism.

Splitting out the Chief Executive Officer (CEO) and board chair roles may help companies prepare for future challenges.

Given the apparently close historical relationship between various financial indicators and the economy, some commentators have been quick to talk up the danger of a US recession in view of recent market developments. Such fears appear unfounded, even if growth is likely to slow, argues Michael Grady.

With US President Donald Trump accusing China of manipulating its exchange rate to gain the upper hand on trade, we consider the likelihood of an all-out currency war between the rival superpowers.

• The results of the US midterms have had an initially supportive effect on US markets.
• Beyond this initial market response, we think there are important implications to explore for global markets, for various US equity sectors and for major macro themes.
• In this commentary, we examine four key areas: US politics, fiscal/monetary policy, domestic policy and foreign economic policy.