Chris Dillow

Foreign investors have been record net sellers of US shares. This points to a strong recovery in global stock markets

Next week's figures could show that the world economy is fragile and that housing markets in the UK and US are both weak

All of us – whether we know it or not – are massive investors in options, and we should think accordingly

The UK is borrowing heavily from abroad. This predicts weak growth in the next few years

Gilt yields are near record lows because the market fears weak economic growth. This should worry equity investors

Low inflation and strong growth in retail sales is a more common combination that you might think – and it's what we have now

A weak world economy is holding down inflation, next week's numbers could show

Philip Hammond warned this week of weak growth for years ahead, even if the UK avoids a no-deal Brexit

Lead indicators predict good returns on value stocks

There's a big chance that house prices will fall in coming years

Next week's numbers might show signs of a recovery in both the eurozone and US

The government is borrowing less because households are borrowing more