We have shown that large movements in a handful of categories have thrown off inflation readings in the US and the Euro zone. We look for similar dist
Markets hunt down divergence trades Equity flows chase growth standouts Softer USD-lift for corporate earnings? U.S. debt ceiling-kicking the crisis d
We look more closely at the recent pick up in core inflation, and find that much of it can be explained by just three sectors, all related to tourism.
Cyber-attacks are growing rapidly in number, scope and sophistication and the financial sector has long been the largest target. This staff paper anal