USD: BRICS in focus. The dollar is consolidating after Friday's heavy losses. And the greater market interest in the short ...

With inflation steady near 2% throughout this year and expectations declining toward 2%, we consider prices well anchored ...

There's now a much higher probability that the US Fed will start cutting interest rates soon. ING's James Knightley says our thinking has started to change ...

CPI inflation in July came in at 2.06% month-on-month, falling short of both the consensus forecast and our projection of 2.5% ...

Uncertainty about the quality of US data is not a good look for US asset markets and could add some more risk premium both into the dollar and Treasuries. For Treasuries, this week sees $125bn in ...