Market Overview

If you’re tired of living in a chronic state of “information overload,” we feel you! It seems the investment news and commentary never cease.Not to worry – we’re here to...

This Great Graphic comes from the folks at Markit, who coordinate and conduct the purchasing managers surveys. These reports typically track economic activity fairly well and have become important...

The euro slipped back below $1.35 at the end of the week after weak lending data from the euro zone indicated that the region's recovery hasn't hit the region's banks just yet. The common currency...

Japanese stocks have been hot with the birth of Abe-nomics. And in a reinforcing feedback loop they may be ready to make their own Great Leap Forward. The chart for the Japan iShares, (EWJ), has been...

Data still fine but risk of equity correction rising Last week we wrote that tail risk was falling fast for the global economy and hence also for stock markets. It was based on a) the more dovish...

The German elections are now behind us and financial markets and politicians should soon begin to focus on what is next on the EU agenda. Prior to the elections, sensitive EU issues were de facto...

When the Polish central bank’s Monetary Policy Council meets next week, it is very likely that it will decide to keep the central bank’s key policy rate unchanged at 2.5%. This is also the...

Where are we heading? Our main scenario is that data will improve and rates move somewhat higher on a three-month perspective. However, right now our rate of conviction regarding the direction of...

The dollar had a generally strong day. It was unchanged to higher against most G10 currencies, and almost all the EM currencies that we track. The NZD and NOK were the only G10 currencies to show any...

The looming US debt ceiling deadline and a possible government shutdown next week are the current main drivers together with the timing of the Federal Reserve’s tapering of its bond purchases....

The Dow finished up 55 points yesterday but it was a weak trading session and the FTSE is currently down 17 points at 6540-41. The Nikkei closed down 39 points at 14760 after the national core CPI...

The US dollar remains primarily confined to yesterday's trading ranges and has spent most of the week consolidating within the ranges established after the Fed's decided not to taper its purchases of...

On Thursday, the American market finished the trading session with a small increase. Good news from the labor market and optimistic statements of senator Stein provoked an increase in demand for...

Markets in the U.S. closed higher in volatile trade yesterday, with the major indices avoiding a six day losing streak. Investors are digesting the latest round of economic data as well as...