Market Overview

Today I would like to focus in on the US dollar and the iShares 20+ Year Treasury Bond Fund (N:TLT), looking for clues as to the big picture direction. The huge daily swings, in say the Dow Jones...

The first trading day of a new month begins in Europe, but what is not new is the angst amid traders. They still have the same flashlights and the focus remain towards the dawdling growth over in...

Chinese PMI data has sent conflicting signals as the private Caixin manufacturing PMI points to a moderate recovery (in line with our expectations) whereas the official NBS manufacturing PMI has hit...

Main event today is US ISM manufacturing. We look for a stabilisation of the index after several months of decline. If it stabilizes or rises slightly it should support risk assets as it would dampen...

The latest IMM data covers the week from 19 January to 26 January 2016To read the entire report Please click on the pdf File Below

In Sweden, the week ahead will be interesting as we receive industrial and service data (Fri., at 09.30 CET), which have high relevance for the outlook for the Swedish economy. While domestic demand...

A quick recap of the reactions to the Bank of Japan’s Friday announcement:Kuroda and co.’s 5-4 decision has certainly created a huge amount of excitement on the back of adopting QQE, which...

China starts February poorlyJanuary is in the books and for most people in the markets it was a difficult month. Economic sentiment and data does not respect calendar barriers and although today is...

Global equities markets were initially give a boost by the rebound in oil price. Then on Friday, BoJ shocked the markets by cutting rate into negative territory and pushed stocks further higher. DJIA...

China's manufacturing extended its long slump according to the Caixin China General Manufacturing PMI.Chinese manufacturers signaled a modest deterioration in operating conditions at the start of...

February kicks off with a busy day of economic news, including numerous updates on the manufacturing trend via purchasing managers’ indices. Most of the numbers will be revisions to the...

The Bank of Japan did something Friday that took the market by surprise, something the bank’s own governor had repeatedly rejected as a potential course of action. Yes, the BOJ joined the ECB...

Recently a number of commentators on the weekly business shows have commented oil prices and the stock market have been moving in the same direction during the month of January. On the few days oil...

BoJ Negative Rates Seeping Through: Confession: I wasn’t in the office for the Bank of Japan negative interest rate decision. It was Friday afternoon in Sydney, I had some errands I had to run...