Market Overview

Investment in renewables has fallen dramatically over the last couple of years, but is this negatively correlated to the rise in the cost of capital or just a "coincidence?"We think that the cost of...

From the changing seasons to the ebb and flow of the economy, cycles are all around us. Each is driven by unique forces and made up of individual stages. Cycles and stages are also present in the...

Recession fears heightened after BoE surprises with 50-bps hike, Eurozone PMIs disappointHawkish Fed commentary further underscores need for more central bank tighteningDollar advances as pound and...

The USD is trading higher, making some nice gains for the last few sessions as stocks come lower after Powell said that it will be appropriate to raise rates one or two more times this year and added...

China’s economy is seemingly stuck. And it shouldn’t come as a surprise.The Chinese consumer is anemic. Debt has soared. Deflation mounts. Private business investment is eroding. Youth...

Oil prices are going to remain heavy as central bank tightening will kill the global growth outlook. ​ Energy traders will keep a close eye on today’s stockpile that might show a modest...

The Bank of England accelerated its tightening efforts after meeting this week, hiking rates by 0.5% in response to another raft of worrying inflation data.And it’s not just yesterday’s...

The Federal Reserve paused rate hikes at last week’s policy meeting, but Fed Chairman Jerome Powell told the House Financial Services Committee on Wednesday that more increases were...

One of the things which alternately frustrates and fascinates me is the mythology surrounding the idea that the central bank can address inflation by manipulating the price of money, even if it...

Dollar drops after 3-day rally Powell remains hawkish; bringing down inflation has a long way to go Fed swaps price in a 69.2% chance of a hike at the July 26th FOMC meeting US stocks declined as Fed...

The fantasy is that inflation will plummet to zero and we can all go back to "Bringing Demand Forward." The reality is what's plummeting is demand.The US economy has been saved time and again over the...

(Wednesday market open) The opening bell just rang, but the main event begins later this morning when Federal Reserve Chairman Jerome Powell delivers his semiannual monetary policy report to the House...

Policymakers at the Bank of England will be scratching their heads this morning wondering what they have to do to get inflation down, with the latest CPI report another setback in the central...

Dollar gains as housing starts surgeFocus turns to Fed Chair Powell’s testimonyUK CPIs increase chances for a 50bps hike by the BoEWall Street slides as Powell’s testimony loomsPowell gets...