Market Overview

After experiencing one of its worst weeks of the year, the US dollar is stretched from a technical point of view while the short-term interest rate adjustment has gone as far as it can without...

(Friday market open) After scampering to 15-month highs this week as investors cheered signs of slowing inflation, major stock indexes embark today on a voyage through earnings season, starting with...

This week’s news on consumer inflation supports the case for expecting that the Federal Reserve’s interest rate hikes are approaching the end game. The basic calculus is that are...

US producer prices barely increase in JuneDollar extends fall as investors add to their Fed cut betsEuro and pound extend their uptrends; aussie and kiwi rallyWall Street rises on cooling inflation;...

I wish I could say that the clearly impressive trend from the peak until now in CPI and PPI is sustainable. However, I am more inclined to say “trough” with more chance of rising inflation...

For many months we have been saying (in our weekly podcast|videocast) that June, July and August would be the months we would see headline inflation collapse to the mid to low 3% levels. This...

Dollar gets decimated by ‘cold’ US inflation report Stock markets hit new highs, gold powers higher Coming up - US producer prices and ECB minutesUS CPI slams dollar lowerA...

The US consumer price index slowed to an annual rate of 3.0% in June from 4.0% the previous month. This was slightly below the expected 3.1%. Core inflation slowed to 4.8% from 5.3%, and 5.0%...

US dollar beaten up as US inflation report loomsNarrowing yield differentials turbocharge the yenRBNZ takes the sidelines, BoC takes the central bank torchWall Street and gold gain on sliding Treasury...

High volatility is expected ahead of U.S. CPI data release Both the CPI and core CPI are expected to decline, primarily due to the base effect And, odds of a 0.25% interest rate hike at the upcoming...

While many media pundits focus on the conflicting jobs data and equity markets, there’s something else sending out warning signs.Something that’s been grossly ignored. I’m talking...

US and European stock futures are focused on one thing and one thing only, which is the US CPI data. We strongly believe that today's US inflation data will be much better than most speculators...

Eventually, policy-makers turn the dial to 11, and nothing happens. Many others have explained why inflation is part-and-parcel of the status quo. In the simplest terms, where's why inflation is...

US June CPI M/M: 0.3%e v 0.1% prior; Y/Y: 3.1%e v 4.0% prior; Core CPI (ex food and energy)M/M: 0.3%e v 0.4% prior; Y/Y: 5.0%e v 5.3% prior Microsoft (NASDAQ:MSFT) gets go-ahead to buy Activision;...