Market Overview

The U.S. economy continues to show signs of frailty. U.S. gross domestic product (GDP) expanded at a feeble pace of just 0.7% in the 4th quarter. In the same vein, the Atlanta Fed’s GDP forecast...

CAD’s Slow Reaction to Oil Weakness: Something slightly different this morning, with a look at a comparison between oil and USD/CAD.The last two oil daily candles have been big, red, bearish...

The modern era of financial markets means that basically there are two assets: Risk On and Risk Off. The last two days we have been in Risk Off mode. We might switch to Risk On mode if the economic...

Savills (L:SVS), a global real estate services provider listed on the London Stock Exchange, has released its annual report on the role that real property plays in the investment world. Here are some...

Here is a summary of the four market valuation indicators we update on a monthly basis.The Crestmont Research P/E Ratio (more) The cyclical P/E ratio using the trailing 10-year earnings as the divisor...

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This...

The news on Friday, that the Bank of Japan had joined the ECB in pushing policy rates negative, was absorbed with brilliant enthusiasm on Wall Street. At least, much of the attribution for the...

Everyone following markets wants to see order, even if the data present only chaos. Humans reject random data, imposing explanations instead. They see patterns that reflect normal probabilities. They...

Private nonfarm payrolls in the US are projected to increase by 231,000 (seasonally adjusted) in January over the previous month in Wednesday’s update of the ADP Employment Report, based on The...

US stocks erased early losses and closed nearly unchanged on Monday as oil prices resumed the decline after four days of gains. The dollar weakened, live dollar index data indicate the ICE US Dollar...

Following the end of the first month of 2016, some conclusions can be drawn. It was a difficult month for financial markets and equities and commodities in particular. Concerns about the Chinese...

China has today eased policy further aiming its ammunition at the ailing construction sector . It has cut the down payment for first-time buyers from 25% to 20% (in cities without purchase...

The labour market tightened significantly in 2015, which was the main reason why the Fed raised the target rate in December, as PCE core inflation is still subdued. Since then there has been much...

Volatility remained high on global credit markets last week as risk sentiment continued to fluctuate with the oil price, which recovered somewhat on market expectations that Russia and Saudi Arabia...