Federal Reserve

Dollar jumps to 13-year high

Key is understanding the effect of macroeconomics on the market

Faced criticism during US President-elect's campaign

Fiscal expansion will come too late

Is the FTSE 100 a classic cyclical play or a quality stock lover's nirvana? The index is seen by many as an overly cyclical index, which is dependent on interest rates and oil prices, but the contrarian investor might take a different view.

Trump's 'reflationary trades'

Mixed economic data from the US this year, as well as increased global risks, has led to a deferral in this year's much awaited interest rate rise, writes Fatima Luis, a portfolio manager and analyst at Mirabaud Asset Management.

Outflows of $727m this week

Fed chair Janet Yellen's recent speech in Boston was an occasion to put into perspective a few important questions regarding the still high economic output gap, the formation of inflation expectations, the sensitivity of wages to labour conditions or...

In the immediate aftermath of the last recession and accompanying financial crisis, there was every reason to expect companies to be reticent about embarking on long-term, productivity-enhancing investment programmes.