US

Wage inflation has been considered the missing piece in the US economic recovery. But waiting for wage rises before raising rates will be a grave policy error, argues Toby Thompson from Brooks Macdonald Funds.

On-shoring manufacturing jobs and the shale gas boom have fueled an industrial renaissance in the US. Nordea's Jeff Vancavage examines the prospects for a long-term boom.

The US economy grew at an annual rate of 3.9% in the third quarter of the year, according to the second estimate from the Department of Commerce.

The US economy added 214,000 jobs last month, less than forecast by economists but widely viewed as a sign of a continuing recovery.

Will US midterm elections offer a boost to equity markets?

The risk that Europe is facing a Japan-style 'lost two decades' is increasing, and the euro will likely fall further, says UBP's Jean-Sylvain Perrig.

Investors calling an end to the US bull market are wrong, says OMGI's Ian Heslop, as overall volatility would have to be far higher to signal an end to the growth momentum that has powered US equities.

The six-year bull market in the US is still viewed with "deep suspicion", despite the wave of supportive factors, says AXA's Dan Harlow.

Sizzling market returns have given many investors the feeling that US stocks are overvalued. But judge market gains by earnings, and this is just not the case, explains J.P. Morgan's Paul Quinsee.

Evan Bauman, co-manager of the $3.2bn (£2bn) Legg Mason ClearBridge US Aggressive Growth fund, is still seeing value in blue-chip biotechnology firms in the US despite the huge rally in the wider sector.