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Market Overview

Mark Lundeen
The Earnings Mirage
By Mark Lundeen - Apr 26, 2015

One of my stock-market pet peeves is the current earnings fetish which would have little value in predicting valuation trends if the casino wasn’t rigged. Few people today can recall why Charles...

Adam Hamilton
China Stock Mania's Global Risk
By Adam Hamilton - Apr 26, 2015

The Chinese stock markets have been rocketing higher in a popular speculative mania. New Chinese investors are flocking to their local red-hot markets, borrowing heavily to buy hyper-speculative ...

Doug Short
ECRI Recession Watch: Weekly Update
By Doug Short - Apr 26, 2015

Friday's release of the publicly available data from the Economic Cycle Research Institute (ECRI) puts its Weekly Leading Index (WLI) at 133.2, up from 132.8 the previous week. The WLI annualized ...

Doug Short
March Durable Goods: A Mixed Bag
By Doug Short - Apr 26, 2015

The April Advance Report on March Durable Goods released today by the Census Bureau was a mixed bag. Here is the Bureau's summary on new orders: New orders for manufactured durable goods in March ...

Cullen Roche
The Fear Trade Is Still Being Demolished
By Cullen Roche - Apr 26, 2015

I wrote this post about two years ago, but its message and lessons are as relevant today as they were back then: The economy continues to do okay, the stock market is hitting all-time highs every day,...

Danske Markets
US-Euro Surprise Gap Set To Close   
By Danske Markets - Apr 24, 2015

Euro surprises coming down, US surprises to head higher This should underpin a lower EUR/USD, higher US yields and give less cyclical tailwind to euro stocks vs. US German bonds might be an ...

Danske Markets
Danske Daily - 24 April 2015   
By Danske Markets - Apr 24, 2015

Market movers today The Eurogroup meeting starts today and focus will be on Greece. The parties are still some way from reaching an agreement and we do not expect a solution to the Greek issue at the...